Since IRS provided an extension, I have put this "issue" in the backburner. I was not ignoring your reply.
Before having this Excel spreadsheet, when I entered each component of the tax return; I always calculated my refund amount at that point. This ensures that I have entered the values correctly. It was always a "game" for me too.
With your provided instructions, I realized for "my records" PDF document, I checked for the first time, all calculation worksheets. Thanks.... That is how I was able to view the stated document.
I thought I verified the tax liability was correct for the qualified dividend and it seems it is not. grrrr. I have a mistake with my derived value. I need to dig into the root cause. Now I have something to work.
That calculation was working properly in previous years. I need to simply the equation. Many ways to ....
In previous years, the top value for the qualified dividends at 0% and 2nd tax brackets were the same. So the incorrect formula was never seen. Now this year, it has a difference and my incorrect formula has this issue.
I was careless because I never checked the calculated value of 15% x qualified dividends. I would have seen this issue immediately.
Thanks for providing guidance to see that worksheet.
