Changes/Corrections to
US 2009 Federal Income Tax
Form 1040 spreadsheet
since 1/26/2010.

DATE

AFFECTED
SHEETS

DETAILS

1/26/2010

  ALL           

Initial implementation of the 2009 Income Tax Spreadsheet.

1/26/2010

W-2s Updated Social Security Withholding Limit from 2008 to 2009. Thank you, Blake N!

1/27/2010

Sheet 6251 Corrected "Worksheet To See if You Should Fill in Form 6251". Several calculations. Thank you, Bill M.

1/28/2010

Sheet 6251 Corrected "Line 12" of the "Worksheet". Thank you, Darrel C.

1/28/2010

Sheet
"Line 51"
Corrected "Line 9". Cell was subtracting line 8 from line 2, instead of line 8 from line 7. Thank you, Daniel J.

2/8/2010

Sheet
"Line 51"
Corrected "Line 1" and "Line 3" to appear when they should.

2/9/2010

Form 1040 Corrected Line 71 to include Line 70. Thank you, Gus B.

2/9/2010

Sheet 6251 Corrected Line 17 of "Worksheet To See if You Should Fill in Form 6251". Thank you, Darrell V.H.

2/9/2010

Form 1040 Corrected Line 42. Removed the word "over". Thank you, Aaron B.

3/4/2010

Form 2441 Removed Form 2441 to separate spreadsheet to allow for addition of Schedule M.

3/4/2010

Sch. M Added new Schedule M, Making Work Pay and Government Retiree Credits.

3/4/2010

Sch. L Added new Schedule L, Standard Deduction for Certain Filers.

3/6/2010

Sch. L Unprotected Line 7 and others needed for data entry. Thank you, Bob H.

3/9/2010

Sheet 6251 Corrected "Yes" box at bottom of worksheet regarding answer to Line 17.
Thank you, Gary B.

3/9/2010

Sch. C Corrected number formatting in Part II. Thank you, David F.

3/9/2010

Form 1040 Corrected the age-related check boxes for Line 39a. Thank you, Bob H.

3/10/2010

Sch. SE Added "Form 8919" question to the "short form vs. long form" decision tree on page 1. Thank you, Keith G.

3/11/2010

Tax Table Corrected the tax table values for the Married Filing Jointly column for:
   --o-- Taxable Income for $98,500 from $16,006 to $17,006.
   --o-- Taxable Income for $98,500 from $16,019 to $17,019.
Also, verified the rest of the Tax Table is correct. Awesome catch, Michael K!

3/11/2010

Sch. L Corrected response of Line 20 when the answer to the question on Line 17 is "No". Thank you, Tomas M.

3/12/2010

Sheet
"Line 32"
Unchecked cell W32. (For Married Filing Separately - Lived Apart.

3/12/2010

Form 1040 Fixed the override cell for Line 69. Thank you, Art H.

3/13/2010

Sheet
"Line 32"
Corrected "2007" to read "2009" on line 7 (second bullet). Thank you, Soheil G.

3/23/2010

Sheet
"Line 51"
Corrected handling of Line 6 when the answer is "No." Thank you, Eugene A.

3/30/2010

Sheet
"Line 51"
Eliminated automatic checking of "Form 5695" from Form 1040, Line 52c. Thank you, Bhupen S.

4/3/2010

Form 1040 Corrected Line 40a to be zero if box 39b is checked. Thanks, Ben F.

4/3/2010

Sch. L Made Line 21 blank if Schedule L is not applicable.
(See CAUTION at top of Schedule L.)

4/3/2010

Sch. M Corrected and improved logic for Line 11 for when filing status is "Married Filing Jointly" and "Yes" is the answer to the question on Line 11. Thank you, Stephen S.

4/4/2010

Sch. M Corrected logic for message at the top when "No" is answered for both Lines 10 and 11. Thank you, Brad K.

4/10/2010

Sheet 6251 Reworked Lines 1, 2, 3, 5, 6 & 7 to show values from Schedule A or Schedule L only when the respective schedule is actually used. Thanks, Paul K.

4/10/2010

Sch. L Reworked response of Lines 10 through 20 for when Adjusted Gross Income is over $135,000 ($260,000 if Married Filing Jointly). Thanks, Paul K.

4/11/2010

Form 1040 Revised "Deduction" calculation (Line 40a) such that the largest deduction will be used UNLESS the box on Schedule A, Line 30 is checked. Thank you, Jane M.

4/12/2010

Form 1040 Added information to the right of Line 40a to indicate which method is being used to determine the deduction. (Standard, Schedule A, or Schedule L).

4/12/2010

Form 1040 Added information to the right of Line 44 to indicate which method is being used to determine the tax. (Manual override, Capital Gain Tax Worksheet, Schedule D Tax Worksheet, Tax Table or Tax Formula).

8/20/2010

Form 1040 Corrected Standard Deduction Worksheet* -- Line 40a, Line 3.
If your income was < $650, the calculation would yield $300 (versus $950).
Thank you, Zeke.
 

 

If you are interested in receiving a copy of the spreadsheet,
click this button.


If you find any errors, please help me and your fellow taxpayers out
by letting me know by e-mail!


Thanks!!!


Glenn Reeves