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To download the US Federal Income Tax Excel Spreadsheet, first carefully read the disclaimer.

Disclaimer

These spreadsheets are provided "as is," with no warranty of any kind, expressed or implied, and in no event will Glenn Reeves be liable for direct, indirect, incidental, or consequential damages resulting from the use of any of these spreadsheets.

Glenn Reeves specifically disclaims the role of tax adviser. These spreadsheets attempt to perform the mechanics of tax preparation in accordance with IRS forms and instructions.

The user must assume responsibility as to the correctness and appropriateness of any and all amounts entered and results produced.

Federal Income Tax Spreadsheet (for 2021)

Click on DOWNLOAD to download the 2021 Income Tax Spreadsheet.

2021 Spreadsheet Improvements (click drop-down arrow)

Improvements/changes with the 2021 version include:

  • Revision of Form 1040

  • Added new Dependents sheet

  • Updated all forms, tax rates, deduction rates, etc. for tax year 2021

  • Significant revision to Form 8812, Credits for Qualifying Children and Other Dependents

  • Improved sheet labeled: Line 27a (EIC) to provide 'default' answers for most filers qualifying for an Earned Income Credit

  • Major changes to the Recovery Rebate Credit Worksheet - Line 30

  • Form 2210 is modified but is not complete. The IRS will calculate any penalty you may have incurred.

  • Added new Form 8829, Expenses for Business Use of Your Home

  • Added new Form 8880, Credit for Qualified Retirement Savings Contributions

Federal Income Tax Forecast Spreadsheet (for 2022)

Click on DOWNLOAD to download the 2022 Income Tax Forecast Spreadsheet.

Versions from previous tax years are available below. If you are unable to download any spreadsheet, don't hesitate to send an e-mail to incometaxspreadsheet@gmail.com. I will send you one as soon as I can.

Download earlier versions

In 2007 through 2010, I was forced to split the spreadsheet. This was due to the fact that earlier versions of Microsoft Excel limited the number of cell format changes. For example, Schedules D-1, Continuation Sheet for Schedule D, and E, Supplemental Income and Loss, were split out because they contain a lot of format changes and they are mostly "stand alone" schedules.

From 2011 through 2014, a newer version of Excel was used to prepare the spreadsheet; however, an Excel 97-2003 (Lite) version was available for users who do not have Excel 2010 (or later).

For 2015 (and later), the Lite version is discontinued.