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Old 04-17-2013, 05:51 PM   #21
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Join Date: Apr 2003
Location: Hooverville
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Originally Posted by RunningBum View Post
As long as I don't get hit with AMT (which I do check for with TurboTax), I know that I'll be using the Qual Divs and Cap Gains worksheet and just tailor my spreadsheet to that. If/then/else is supported in many spreadsheets, but you can likely simplify a personalized spreadsheet. I wouldn't send my spreadsheet for someone else to use because I don't want to deal with the caveats of what may or may not apply.
OK, I see. I was thinking somehow that I needed to cover all possibilities, while really all I have to do is cover my own common ones, and know enough to do something different if a year is looking different.

Sometimes I can be slow.

BTW, very glad you are OK but sorry your race was marred by this tragedy.


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Old 04-17-2013, 06:10 PM   #22
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Join Date: May 2004
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Originally Posted by Lsbcal View Post
I always use the previous year's TT to do estimated tax planning for this year. I call the file something like "estimated tax for 2013 using 2012 TT". It generally works out pretty well.
+1. Works very well, much easier than making my own spreadsheet, and is always up to date (at least as-of the prior year) with the machination of the tax code.

I am frugal cheap, but the money I spend for TT (or, probably as good, HR Block "At Home") is among my best purchases all year. Well worth the money. And having it on disk allows year-round "what-iffing" while all my data stays on my own computer.

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