sewilco@datapg.DataPg.MN.ORG (Scot E. Wilcoxon) (02/02/88)
This is a 1040 template (1987 Federal taxes) for the SC spreadsheet program. No tax tables or any cleverness, but it may be a starting point for others. I posted this on January 2nd with only 1040 and Schedule A. This version also includes Schedules C and SE. I'm posting this enhanced version due to continuing interest (I'd mention a national debt, but that would be reaching for a pun). One useful enhancement is to have a space to enter info for several W2s for both spouses. It is not in this version, but I "scribbled" a version in a scratchpad area when actually doing my taxes. The separate totals are needed for the Child Care form and possibly for Schedules C and SE. It is based on last year's <976@ihlpf.UUCP> by Steve Spearman. Thanks to "tax reform" this year there's no Schedule W. I acknowledge the efforts by decwrl!esunix!rushfort in <643@esunix.UUCP>, although I had already done the same and thus did not use it. There are no guarantees of correctness - use at your own risk, etc.. Cut below and feed to the sc spreadsheet program. Scot E. Wilcoxon sewilco@DataPg.MN.ORG ihnp4!meccts!datapg!sewilco Data Progress C and UNIX consulting +1 612-825-2607 First, lp.tax, a little System V sh script to help print a "W" file... --------cut here---------- ( for i in $* do cut -c1-60 $i echo "\014\c" cut -c61-120 $i echo "\014\c" cut -c121-180 $i echo "\014\c" cut -c181-240 $i echo "\014\c" cut -c241-300 $i echo "\014\c" done ) | lp --------cut here---------- # This data file was generated by the Spreadsheet Calculator. # You almost certainly shouldn't edit it. format A 30 2 format B 30 2 format C 30 2 format D 30 2 format E 30 2 format F 30 2 format G 30 2 format H 30 2 format I 30 2 format J 30 2 leftstring A0 = " 1040 TAX FORM SHEET 1987" leftstring B0 = " 1040 TAX FORM SHEET 1987" leftstring C0 = " 1040 TAX FORM SHEET 1987" leftstring D0 = " 1040 TAX FORM SHEET 1987" leftstring E0 = " SCHEDULE A- ITEMIZED" leftstring F0 = " DEDUCTIONS" leftstring G0 = " SCHEDULE C - PROFIT (OR LOSS)" leftstring H0 = " FROM BUSINESS OR PROFESSION" leftstring I0 = " SCHEDULE SE - SOCIAL SECURITY" leftstring J0 = " SELF-EMPLOYMENT TAX" leftstring B1 = " 6e. Total Exemptions" let B1 = 0 leftstring B2 = " 7. Wages, etc." let B2 = 0 leftstring D2 = " 31. Gross (L.30)" let D2 = B28 leftstring B3 = " 8. TAX. Interest" let B3 = 0 rightstring C3 = "enter only 33a or 33b " leftstring D3 = " 33a. Sch.A L.26" let D3 = F33 leftstring E3 = " 1a. Drug,Med,Dental" let E3 = 0 leftstring G3 = " Part I Income" leftstring H3 = " Part III Cost of Goods" leftstring I3 = " Part I Regular Computat" leftstring J3 = "ion of Net Earnings" leftstring A4 = " 9. TAX-EXEMPT Interest" let A4 = 0 leftstring D4 = " 33b. Standard ded." let D4 = 0 leftstring E4 = " 1b. transport/lodge" let E4 = 0 leftstring G4 = " 1a. Gross Receipts" let G4 = 0 leftstring H4 = " 1. Inv at start" let H4 = 0 leftstring J4 = " 1. Farm profit" let J4 = 0 leftstring B5 = " 10. Dividend Income" let B5 = 0 leftstring D5 = " 34. 31-(33a or 33b)" let D5 = D2-D3-D4 leftstring E5 = " 1c. other" let E5 = 0 leftstring G5 = " 1b. Returns+Allow" let G5 = 0 leftstring H5 = " 2. Purch-personal" let H5 = 0 leftstring J5 = " 2. Sch C,L.31" let J5 = H36 leftstring B6 = " 11. Taxable refunds" let B6 = 0 leftstring D6 = " 35. Exemptions*1900" let D6 = B1*1900 leftstring E6 = " 2. Total" let E6 = @sum(E3:E5) leftstring G6 = " 1c. L.1a-L.1b" let G6 = G4-G5 leftstring H6 = " 3. Labor" let H6 = 0 leftstring B7 = " 12. Alimony" let B7 = 0 leftstring D7 = " 36. Taxable Income" let D7 = D5-D6 leftstring E7 = " 3. F.1040 L.31 * .075" let E7 = D2*0.075 leftstring G7 = " 2. part III, L.8" let G7 = H11 leftstring H7 = " 4. Materials" let H7 = 0 leftstring I7 = " Part II Optional Computa" leftstring J7 = "tion of Net Earnings" leftstring B8 = " 13. Business income" let B8 = H36 leftstring F8 = " 4. L2 - L3 or 0" let F8 = E6-E7>0?E6-E7:0 leftstring G8 = " 3. Gross profit" let G8 = G6-G7 leftstring H8 = " 5. Other costs" let H8 = 0 leftstring J8 = " 3. Max optional" let J8 = 1600 leftstring B9 = " 14. Capital gain" let B9 = 0 leftstring D9 = " 37. ENTER TAX" leftstring E9 = " 5. State/local tax" let E9 = 0 leftstring G9 = " 4. Other income" let G9 = 0 leftstring H9 = " 6. Total L.1-L.5" let H9 = @sum(H4:H8) leftstring J9 = " 4. Farm Optional" let J9 = 0 leftstring B10 = " 15. Other gains" let B10 = 0 leftstring D10 = " 38. Addit. Taxes" let D10 = 0 leftstring E10 = " 6. Real estate tax" let E10 = 0 leftstring G10 = " 5. Gross income" let G10 = G8+G9 leftstring H10 = " 7. Inv at end" let H10 = 0 leftstring J10 = " 5. L.3-L.4" let J10 = J8-J9 leftstring D11 = " 39. Total Taxes" let D11 = D9+D10 leftstring E11 = " 7. Other taxes" let E11 = 0 leftstring H11 = " 8. Cost of Goods" let H11 = H9-H10 leftstring J11 = " 6. Nonfarm Optional" let J11 = H36<1600&H36<G10*0.67?(H36*0.67>J8?(J10>J8?J8:J10):H36*0.67):0 leftstring A12 = " 16a. Pension total" let A12 = 0 leftstring B12 = " 16b. Taxable pension" let B12 = 0 leftstring F12 = " 8. Total taxes" let F12 = @sum(E9:E11) leftstring B13 = " 17. Rents, etc." let B13 = 0 leftstring E13 = " 9a. Mortgage int" let E13 = 0 leftstring G13 = " Part II Deductions" leftstring I13 = " Part III Computation of S" leftstring J13 = ".S. Self-Employment Tax" leftstring B14 = " 18. Farm income" let B14 = 0 leftstring C14 = " 40. Child care" let C14 = 0 leftstring E14 = " 9b. Indiv. mortgage" let E14 = 0 leftstring G14 = " 6. Advertising" let G14 = 0 leftstring H14 = " 23. Repairs" let H14 = 0 leftstring J14 = " 7. P1L.1 or P2L.4" let J14 = J4>J9?J4:J9 leftstring B15 = " 19. Unemployment" let B15 = 0 leftstring C15 = " 41. Elderly credit" let C15 = 0 leftstring E15 = " 10. Points" let E15 = 0 leftstring G15 = " 7. Bad debts" let G15 = 0 leftstring H15 = " 24. Supplies" let H15 = 0 leftstring J15 = " 8. P1L.2 or P2L.6" let J15 = J5>J11?J5:J11 leftstring A16 = " 20a. Social Security" let A16 = 0 leftstring B16 = " 20b. Taxable amount" let B16 = 0 leftstring D16 = " 42. Total personal" let D16 = @sum(C14:C15) leftstring E16 = " 11. Invest. int" let E16 = 0 leftstring G16 = " 8. Bank charges" let G16 = 0 leftstring H16 = " 25. Taxes" let H16 = 0 leftstring J16 = " 9. L.7+L.8 (>$399!)" let J16 = 400>J14+J15?0:J14+J15 leftstring B17 = " 21. Other Income" let B17 = 0 leftstring D17 = " 43. L.39 - L.42" let D17 = D11-D16>0?D11-D16:0 leftstring E17 = " 12a. Personal int" let E17 = 0 leftstring G17 = " 9. Car expense" let G17 = 0 leftstring H17 = " 26." leftstring J17 = " 10. Upper limit" let J17 = 43800 leftstring B18 = " 22. Total Income" let B18 = @sum(B2:B17) leftstring C18 = " 44. Foreign tax" let C18 = 0 leftstring E18 = " 12b. L.12a * .65" let E18 = E17*0.65 leftstring G18 = " 10. Commissions" let G18 = 0 leftstring H18 = " a. Travel" let H18 = 0 leftstring I18 = " 11a. W-2 SS total" let I18 = 0 leftstring C19 = " 45. Business credit" let C19 = 0 leftstring D19 = " 46. L.44 + L.45" let D19 = C18+C19 leftstring F19 = " 13. Total interest" let F19 = @sum(E13:E16)+E18 leftstring G19 = " 11. Depletion" let G19 = 0 leftstring H19 = " b. Meals+Ent." let H19 = 0 leftstring I19 = " 11b. Tips" let I19 = 0 leftstring A20 = " 23. Business Expense" let A20 = 0 leftstring D20 = " 47. L.43 - L.46" let D20 = D17-D19>0?D17-D19:0 leftstring E20 = " 14a. Cash" let E20 = 0 leftstring G20 = " 12. Form 4562" let G20 = 0 leftstring H20 = " c. 20% of L.26b" let H20 = 0.2*H19 leftstring J20 = " 11c. L.11a+L.11b" let J20 = I18+I19 leftstring A21 = " 24a. Your IRA ded." let A21 = 0 leftstring E21 = " 14b. Cash > 3000" let E21 = 0 leftstring G21 = " 13. Dues and pub" let G21 = 0 leftstring H21 = " d. L.26b-L.26c" let H21 = H19-H20 leftstring J21 = " 12a. L.10-L.11c" let J21 = J17-J20>0?J17-J20:0 leftstring A22 = " 24b. Spouse IRA ded." let A22 = 0 leftstring D22 = " 48. Self-empl. tax" let D22 = J27 leftstring E22 = " 15. Non-cash" let E22 = 0 leftstring G22 = " 14. Empl benefits" let G22 = 0 leftstring H22 = " 27. Utilities" let H22 = 0 leftstring I22 = " 12b. Medicare wages" let I22 = 0 leftstring A23 = " 25. Self health ins" let A23 = 0 leftstring D23 = " 49. Minimum tax" let D23 = 0 leftstring E23 = " 16. Carryover" let E23 = 0 leftstring G23 = " 15. Freight" let G23 = 0 leftstring H23 = " 28a. Wages" let H23 = 0 leftstring I23 = " 12c. Church wages" let I23 = 0 leftstring A24 = " 26. Keogh deduction" let A24 = 0 leftstring D24 = " 50. Invest. tax" let D24 = 0 leftstring F24 = " 17. Total Contrib." let F24 = @sum(E20:E23) leftstring G24 = " 16. Insurance" let G24 = 0 leftstring H24 = " 28b. Jobs credit" let H24 = 0 leftstring J24 = " 12d. L.9+L.12c" let J24 = J16+I23 leftstring A25 = " 27. Savings penalty" let A25 = 0 leftstring D25 = " 51. SS on tips" let D25 = 0 leftstring F25 = " 18. Theft loss" let F25 = 0 leftstring G25 = " 17. Interest:" leftstring H25 = " 28c. L.28a-L.28b" let H25 = H23-H24 leftstring J25 = " 13. L.12a or L.12d" let J25 = J21>J24?J24:J21 leftstring A26 = " 28. Alimony" let A26 = 0 leftstring D26 = " 52. IRA tax" let D26 = 0 leftstring F26 = " 19. Moving expenses" let F26 = 0 leftstring G26 = " a. Mortgage" let G26 = 0 leftstring B27 = " 29. Total Adj." let B27 = @sum(A20:A26) leftstring D27 = " 53. Total Tax" let D27 = D20+@sum(D22:D26) leftstring E27 = " 20. Employee exp" let E27 = 0 leftstring G27 = " b. Other" let G27 = 0 leftstring H27 = " 29. Other expenses" leftstring J27 = " 14. SE Tax" let J27 = J25<J17?J25*0.123:J17 leftstring B28 = " 30. Adjusted Gross" let B28 = B18-B27 leftstring C28 = " 54. Tax withheld" let C28 = 0 leftstring E28 = " 21. Other expense" let E28 = 0 leftstring G28 = " 18. Cleaning" let G28 = 0 leftstring H28 = " ______________" let H28 = 0 leftstring C29 = " 55. Est. tax" let C29 = 0 leftstring E29 = " 22. Total misc" let E29 = E27+E28 leftstring G29 = " 19. Legal+prof." let G29 = 0 leftstring H29 = " ______________" let H29 = 0 leftstring C30 = " 56. Earned income" let C30 = 0 leftstring E30 = " 23. 1040 L.31 * .02" let E30 = D2*0.02 leftstring G30 = " 20. Office expense" let G30 = 0 leftstring H30 = " ______________" let H30 = 0 leftstring C31 = " 57. Form 4868" let C31 = 0 leftstring F31 = " 24. L.22 - L.23 or 0" let F31 = E29-E30>0?E29-E30:0 leftstring G31 = " 21. Pension" let G31 = 0 leftstring H31 = " ______________" let H31 = 0 leftstring C32 = " 58. Excess SS" let C32 = 0 leftstring F32 = " 25. Other misc" let F32 = 0 leftstring G32 = " 22. Property Rent" let G32 = 0 leftstring H32 = " total exp." let H32 = @sum(H28:H31) leftstring C33 = " 59. Fuel tax credit" let C33 = 0 leftstring F33 = " 26. Total deduct" let F33 = F8+F12+F19+F24+F25+F26+F31+F32 leftstring C34 = " 60. Reg. Invest. Co." let C34 = 0 leftstring D34 = " 61. Total Payments" let D34 = @sum(C28:C34) leftstring H34 = " 30. Total Ded." let H34 = @sum(G14:G32)+@sum(H14:H18)+H21+H22+H25+H32 leftstring D35 = " 62. Amount overpaid" let D35 = D34>D27?D34-D27:0 leftstring D36 = " 63. Amount of Refund" let D36 = D35-C37 leftstring H36 = " 31. Net profit" let H36 = G10-H34 leftstring C37 = " 64. apply est. tax" let C37 = 0 leftstring D38 = " 65. Amount you owe" let D38 = D27>D34?D27-D34:0 -- Scot E. Wilcoxon sewilco@DataPg.MN.ORG ihnp4!meccts!datapg!sewilco Data Progress C and UNIX consulting +1 612-825-2607 Laws are society's common sense, recorded for the stupid. The alert question everything anyway.