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Conference nyoss1::market_investing

Title:Market Investing
Moderator:2155::michaud
Created:Thu Jan 23 1992
Last Modified:Thu Jun 05 1997
Last Successful Update:Fri Jun 06 1997
Number of topics:1060
Total number of notes:10477

38.0. "Income Tax Spreadsheet" by NOVA::ONG () Mon Feb 03 1992 23:14

	This note is moved from #822 of INVESTING conference for further
discussion on Tax Spreadsheet program. The updated TAX91.CALC$GRD is located
on NOVA::SYS$PUBLIC: area.

	The following changes have been made based on feedback from
couple of people:
1. Schedule A, state/local income will automatically get the data from
   MAX(D577, D576) in Mass Form 1
2. Cell E606 in Mass Form 1 is changed to
   IF (D606>0, 0, MIN(E605,(MIN((1000),(-D606)))))
3. 1040 Line 9 Dividend Income now will check if cell D180 of Sch B exceeds
    $400. If so, it will use that amount. Otherwise, it will prompt
    "Enter here" in cell F35.

If you have any more problem or suggestion about the program, please post it in
this conference for the benefits of other viewers. If you have any questions
about your tax, please consult with your tax consultant. 
T.RTitleUserPersonal
Name
DateLines
38.1I'd like to use the DECwindows version.MARX::SULLIVANWe have met the enemy, and they is us!Thu Mar 12 1992 09:356
Has anyone successfully converted this DECalc grid to a DECdecision/CALC 
spreadsheet? I have made the conversion successfully with other grids which
I have developed. But this one is much more complex than any I've converted.

						Thanks,
							Mark
38.2DECdecision works fine.HDLITE::LIBKINDTue Apr 14 1992 17:516
    I did convert it and it works fine.
    I had some problems though while customizing it: e.g. moving lines
    around.  It also pain to get 132 character printout.  You have to 
    create .report or export to .txt file and painfully edit file.
    
    Sam.
38.31992 Tax Grid?SHARE::COVITZMon Jan 11 1993 06:541
    Has anybody created a 1992 version of this grid yet?
38.4Yes, just got oneNOVA::ONGTue Jan 19 1993 09:187
	Yes, I just updated and please copy the following 2 files:
NOVA::SYS$PUBLIC:TAX92.NOTE
NOVA::SYS$PUBLIC:TAX92.CALC$GRD

Please send your input either to me directly or post it here.
thanks
38.5A couple of correctionsSHARE::COVITZTue Jan 19 1993 13:0424
    Hi - I just tried the new grid, and found a few problems - I'll try to
    find the exact corrections for you tonite (I don't have my forms
    handy), but....
    
    o   Happy news - I believe the Mass Tax rate is down from 6.25% to
    5.95% (regular income), which means several lines have to be modified. 
    I'll recheck the directions tonite and try to find the lines in the AM.
    
    o   Line 622 seems to have an ERR....
    
    o    The limits for various tax brackets have changed, e.g., for
    singles a limit of 20k-ish is now 21,450.  Can cause part of income to
    be taxed at too high a bracket unless changed.  Correect figures are in
    the old XYZ table section of tax directions.
    Also, tables now have to be used for up to 100k, not 50k
    
    Sorry not to be more precise.... but wanted to warn anybody doing a
    quick grid check (the changes helped lower my tax).
    
    Thanks for taking the first real stab at the new model - I'm sure it
    will be heavily used!
    
    Regards, Nancy
    
38.6Correction to TAX92 grids NOVA::ONGTue Apr 06 1993 15:069
HI
	Over the weekend after I finished my tax with my accountant, I found
out that our spreadsheet has some bugs in it which are major enough to effect
your tax. The 28% tax bracket was not updated!!!
Please copy over the new TAX92.CALC$GRD from NOVA::SYS$PUBLIC: area and
update your tax before you file. 
If you already filed, please check it again with the new grids.
sorry for late warning.
38.71993 tax spreadsheet?LGP30::FLEISCHERwithout vision the people perish (DTN 223-8576, MSO2-2/A2, IM&T)Wed Feb 02 1994 15:323
Has anyone done a 1993 version of the DECalc Income Tax Spreadsheet?

Bob
38.81993 Tax SpreadsheetNOVA::ONGWed Feb 16 1994 14:4713

	1993 TAX Spread Sheet program is now available on NOVA::SYS$PUBLIC:
area called TAX93.CALC$GRD.
	The following changes have been made for this year:
1. The income brackets for Tax Table rate
2. Standard deduction

	See NOVA::SYS$PUBLIC:TAX91.NOTE for Guide to using this program. 

	Please post your input/suggestion/feedback in Market_investing note
conference #38.

38.9A small error in US Schedule E in TAX93.CALC$GRDZENDIA::BHATThu Apr 14 1994 20:4817
    
    Michael,
    
    I don't know whether it is too late. The deadline for filing is
    tomorrow! I just noticed an error in Schedule E in the file
    NOVA::SYS$PUBLIC:TAX93.CALC$GRD, dated 1-Feb-1994.
    
    The formula for cell E212 says:
    
                     SUM(E196)+E211
    
    It should be
    
                    SUM(E196:E211)
    
    Regards,
    P.B. Bhat
38.10Microsoft Excel grid?NETRIX::michaudJeff Michaud, UC1Fri Jan 06 1995 13:474
	Anyone have a grid for tax year '94 for Microsoft Excel?
	(or a '93 one if not '94?)

thanks, jeff