SuperCalc ver.  1.00
Form 1040 & Schedule W
"Form 1040 & Schedule W
"Filing
40 & S
"Exemptions
"Schedule W
"Spouse
"Worksheet for State And Local Income Tax Refund
"IRA Worksheet
State A
"Yours
rksheet
"Spouse's
"Soc Sec #
"   Yours
" Spouse's
"Status
"Maximum Social Security Tax Withholding
 Refu
p 3003
"1. Wages,Salaries,and Tips (Change R2 and S2 as req'd)
IF(A5=B3,E5,0)+IF(A6=B3,E6,0)+IF(A7=B3,E7,0)+IF(A8=B3,E8,0)+IF(A9=B3,E9,0)
IF(A5=C3,E5,0)+IF(A6=C3,E6,0)+IF(A7=C3,E7,0)+IF(A8=C3,E8,0)+IF(A9=C3,E9,0)
"1a) Total State Income Tax Refunds -  -  -  -  -  -  -  -
"1a 1986 IRA payments for 1986 deductions
999887777
666554444
"Federal
"State
RA p	
"Local
"2. Net pr'ft/loss from Sched's C and F,Sched K-1, etc
"1b) Total Local Income Tax Refunds -  -  -  -  -  -  -  -
"1b IRA payments prior to Apr 16, 87 for 1986 deductions
"Social Security No.
"Employer
"Wages
"Inc Tax
"FICA
"Inc Tax
curi	
"Inc Tax
"3. Total earned income
o Apr 
R2+R3
C3,E5,
S2+S3
C3,E5,
"2)  Amount shown on line 26, Sched A for 1985
eductio
"1c Total 1986 IRA payments
Y2+Y3
C3,E5,
Z2+Z3
C3,E5,
999887777
"XYZ Corp
YZ C	
"4. Adjustments from Form 1040
ched A 
"3)  To Form 1040 Line 10
MIN(V2+V3,V4)
+IF(A6
"2a Wages and other earned income
999887777
"ABC Company
BC C	
"5. Qualified earned income
R4-R5
+V3,V4
S4-S5
+V3,V4
"2b Line 37 form 2555 (Foreign earned income)
666554444
"Green & Sons
reen	
"6. Maximum qualifying amount
MIN(30000,MIN(R6,S6))
3,E6,0
"Pension and Annuity worksheet         Enter any rollover here ->
"2c Difference
nuity w
Y5-Y6
000,MI
Z5-Z6
000,MI
666554444
"Williams Inc.
uity w
illi	
"7. Percentage used
"1a) Your total contributions to pension plan -  -  -  -  -
"3  Maximum Amount ($2,000)
666554444
"Williams Inc.
unt ($2
illi	
"8. Sched W deduction to Form 1040, Line 30
S8*S7
000,MI
"1b) Total pension received to date  -  -  -  -  -  -  -  -
"4  Smallest of lines 1c, 2c, or 3
MIN(Y4,Y7,Y8)
R6,S6)
MIN(Z4,Z7,Z8)
R6,S6)
"1c) Amount of unrecovered contributions   -  -  -  -  -  -
IF(V8-V9>0,V8-V9,0)
"Line  7 Wages,Salaries,Tips,etc.
SUM(E5:E9)
"Line 33 AGI from line 32
ps,e	
"2)  Amount of pension received this year - To line 17a
"Complete lines 5a thru 10 for non-working spouse only
"Line 8 Interest Income
10 for
"Line 34a From line 26 Sched A
non-wor	
"3)  Non-taxable amount of this year's pension
se only
MIN(V10,V11)
-V9,0)
"5a 1986 IRA payments for 1986 deductions
"Ln 9a Div'ds
"Ln 9b Excl'n
IF(E1=2,MIN(B13,200),MIN(B13,100))
! "............
"Line 34b or Char Cont from wrksht
"4)  Taxable amount of this year's pension - To line 17b
IF(V11-V12>0,V11-V12,0)
"5b IRA payments prior to Apr 16, 87 for 1986 deductions
"Line 9c Subtract 9b from 9a
B13-D13
"Line 35 Subtract 34a or 34b from Line 33
986 	
IF(J12=0,J11-J13,J11-J12)
"5c Total 1986 IRA payments
Y12+Y13
"Line 10 State & Local income tax refund *U1*
"Line 36 Exemption Allowance
IF(H1>0,1080*H1,ERROR)
"Unemployment Compensation Worksheet
"6  Enter amount from line 2c
"Line 11 Alimony received
"Line 37 Taxable Income
50*(INT(J16/50)+.5)
IF(J14-J15>0,J14-J15,0)
INT(((J16-LOOKUP(LOOKUP(J16,L19:L34),M19:M34))*LOOKUP(J16,L19:L34)+LOOKUP(J16,N19:N34))*100+.5)/100
INT(((J16-LOOKUP(LOOKUP(J16,P19:P33),Q19:Q33))*LOOKUP(J16,P19:P33)+LOOKUP(J16,R19:R33))*100+.5)/100
INT(((J16-LOOKUP(LOOKUP(J16,L36:L50),M36:M50))*LOOKUP(J16,L36:L50)+LOOKUP(J16,N36:N50))*100+.5)/100
INT(((J16-LOOKUP(LOOKUP(J16,P36:P50),Q36:Q50))*LOOKUP(J16,P36:P50)+LOOKUP(J16,R36:R50))*100+.5)/100
"If your filing status is 3 and you lived with your spouse at any time
"7  Maximum Amount ($2,000)
"Line 12 Business Inc/Loss from Schedule C
"Line 38 Income Tax
IF(E1=1,P17,IF(OR(E1=2,E1=5),Q17,IF(E1=4,R17,IF(E1=3,S17,NA))))
INT((I16-LOOKUP(LOOKUP(I16,L19:L34),M19:M34))*LOOKUP(I16,L19:L34)+LOOKUP(I16,N19:N34)+.5)
INT((I16-LOOKUP(LOOKUP(I16,P19:P33),Q19:Q33))*LOOKUP(I16,P19:P33)+LOOKUP(I16,R19:R33)+.5)
INT((I16-LOOKUP(LOOKUP(I16,L36:L50),M36:M50))*LOOKUP(I16,L36:L50)+LOOKUP(I16,N36:N50)+.5)
INT((I16-LOOKUP(LOOKUP(I16,P36:P50),Q36:Q50))*LOOKUP(I16,P36:P50)+LOOKUP(I16,R36:R50)+.5)
IF(AND(E1=1,J16<50000),MIN(L16,L17),L16)
IF(AND(OR(E1=2,E1=5),J16<50000),MIN(M16,M17),M16)
IF(AND(E1=4,J16<50000),MIN(N16,L17),N16)
IF(AND(E1=3,J16<50000),MIN(O16,O17),O16)
"during the year, enter the number 1 (one) in this spot  - ->
"8  Smallest of lines 5c, 6, or 7
MIN(Y14,Y15,Y16)
"Line 13 Capital Gains/Loss From Schedule D
"Line 39 Additional Taxes
s Fr	
"Tax Rate Schedule X
"Tax Rate Schedule Y Filing Status 2 or 5
"1  Enter total unemployment compensation from form(s) 1099-G
"9  Total of lines 4 and 8 not to exceed $2,500
orm(s)
MIN(Y9+Y17,2250)
"Line 14 40% Capital Gains Distr
 exce
"Line 40 Totals
ital G	
J17+J18
"2  Overpayment repaid in 1986
 exce
"10 Smaller of lines 6 and 9
MIN(Y15,Y18)
"Line 15 Supplemental Gains/Losses from Form 4797
p!.11
(L20-L19)*M19+O19
p!.11
(P20-P19)*Q19+S19
"3  Difference
V18-V19
"Earned Income Credit Worksheet
es fro
"Line 16 Full taxable pensions, IRA, annuities
"Ln 41 Child Care Credit
sions
p!.12
(L21-L20)*M20+O20
p!.12
(P21-P20)*Q20+S20
"4  From form 1040 line 22 plus lines 7 thru 19
SUM(E11:E25)+E30
"Enter number 1 (one) if qualified per instructions
"Line 17a Other pensions etc *U7*
! "............
"Ln 42 Credit for Elderly
p!.14
(L22-L21)*M21+O21
p!.14
(P22-P21)*Q21+S21
"5  Subtotals
V20+V21
"1  From line 7 form 1040
"Line 17b Taxable amount from worksheet
nstruc
"Ln 43 Political Contributions
orkshee
p!.15
(L23-L22)*M22+O22
12840
p!.16
(P23-P22)*Q22+S22
"6  From form 1040 line 31 less line 30
nstruc
E43-D41
"1a Enter other compensation (see instruction)
"Line 18 Rents etc from Schedule E
"Line 44 Total Personal Credits
!2"----------
SUM(I21:I23)
p!.16
(L24-L23)*M23+O23
17270
p!.18
(P24-P23)*Q23+S23
"7  Difference
V22-V23
"2  Enter amount from schedule SE line 9
tion)
"Line 19 Farm Income from Schedule F
"Line 45 (line 40 less line 44)
IF(J19-J24>0,J19-J24,0)
11650
p!.18
(L25-L24)*M24+O24
21800
p!.22
(P25-P24)*Q24+S24
"8  $18,000, $12,000, or $0
IF(AND(V17<>0,E1=3),0,IF(E1=2,18000,12000))
"3  Earned Income
IF(SUM(Y22:Y24)>0,SUM(Y22:Y24),NA)
"Line 20a Unemployment Comp *U15*
! "............
"Ln 46 Foreign Tax Credit
13920
(L26-L25)*M25+O25
26550
p!.25
(P26-P25)*Q25+S25
"9  Difference
IF(V24>V25,V24-V25,0)
Y22:Y2
"4  Adjusted Gross Income
IF(J11<10000,J11,NA)
Y22:Y2
"Line 20b Taxable amount from worksheet
000,1
IF(V26=0,0,V28)
"Ln 47 Gen'l Business Credit
16190
p!.23
(L27-L26)*M26+O26
32270
p!.28
(P27-P26)*Q26+S26
"10 one half of line 9
INT(V26*50+.5)/100
"5  See Table if requested otherwise skip this line
See Table
IF(ISNA(Y26),NA,IF(Y26<=6000,("See Table"),NA))
"Line 21a Social Sec benefits *U30*
! "............
"Line 48 Total Business Credits
"----------
I26+I27
19640
p!.26
(L28-L27)*M27+O27
37980
p!.33
(P28-P27)*Q27+S27
"11 Smaller of lines 3 or 10
MIN(V20,V27)
"6a See Table if requested otherwise skip this line
IF(ISNA(Y25),NA,IF(Y25<9999,("See Table"),NA))
"Line 21b Taxable amount from worksheet
e Tabl
"Line 49 (line 45 less line 48)
rkshee	
IF(J25>J28,J25-J28,0)
<9999,
25360
(L29-L28)*M28+O28
49420
p!.38
(P29-P28)*Q28+S28
"6b See Table if requested otherwise skip this line
See Table
IF(ISNA(Y26),NA,IF(Y26<9999,("See Table"),NA))
"Line 22 Other Income
31080
p!.34
(L30-L29)*M29+O29
64750
p!.42
(P30-P29)*Q29+S29
"Social Security Benefits and Tier 1 Railroad Retirement Benefits Worksheet
"6c Smaller of lines 6a or 6b
ERROR
MIN(IF(ISNA(Y28),0,Y28),IF(ISNA(Y29),0,Y29))
"Line 50 Self Employment Tax
36800
p!.38
(L31-L30)*M30+O30
92370
p!.45
(P31-P30)*Q30+S30
"If your filing status is 3 and you lived with your spouse at any time
"Line 23 Total Income
SUM(E11:E30)
"Line 51 Alternative Minimum Tax
ou li	
44780
p!.42
(L32-L31)*M31+O31
118050
p!.49
(P32-P31)*Q31+S31
"during the year, enter the number 1 (one) in this spot  - ->
"Excess FICA and RRTA Tax worksheet
"Yours
 FICA a
"Spouse's
"Line 52 Recapture Tax
ax work	 P"0
59670
 p!.48
(L33-L32)*M32+O32
175250
 p!.5
(P33-P32)*Q32+S32
"1  Enter tot amt from Box 5 of all forms SSA-1099 & RRB-1099
"Social Security Tax Withheld
IF(A5=B3,IF(H5>I2,I2,H5),0)+IF(A6=B3,IF(H6>I2,I2,H6),0)+IF(A7=B3,IF(H7>I2,I2,H7),0)+IF(A8=B3,IF(H8>I2,I2,H8),0)
IF(A6=C3,IF(H6>I2,I2,H6),0)+IF(A7=C3,IF(H7>I2,I2,H7),0)+IF(A8=C3,IF(H8>I2,I2,H8),0)+IF(A9=C3,IF(H9>I2,I2,H9),0)
"Line 24 Moving expenses
"Line 53 Social Security Tax
	!P"0
88270
!p!.5
(L34-L33)*M33+O33
"2  Line 1 divided by 2 (if zero, then stop)
IF(V33>0,INT(50*V33+.5)/100,0)
A7=C3
"Excess Social Security Withheld to be refunded by employer
SUM(H5:H9)-Y33-Z33
"Line 25 Business expenses
"Line 54 Tax on IRA
pe	"P"0
"Tax Rate Schedule Z
"Tax Rate Schedule Y Filing Status 3
"3  From form 1040 line 22 plus lines 7 thru 20b
y emp
E30+SUM(E11:E27)
"Uncollected Social Security Tax on tip income (Allocate)
"Line 26a IRA from worksheet *X1*
MAX(Y9+Z9,Y19)
"Line 55 Total Tax
SUM(J29:J35)
"4  Non-taxable interest (also see instructions)
lloca
"Total Social Security Tax Paid and Owed
ction
Y33+Y35
Z33+Z35
"Line 26b see instruction
SUM(Y3,Z3,Y13)
$! "............
(L37-L36)*M36+O36
$p!.11
(P37-P36)*Q36+S36
"5  Subtotal
SUM(V34:V36)
"Less Maximum Amount ($3,003.00)
nd Ow
"Line 27 Payment to Keogh
"Ln 56 Federal Tax Withheld
SUM(G5:G9)
(L38-L37)*M37+O37
%p!.12
(P38-P37)*Q37+S37
"6  From form 1040 line 31 less line 30
ction
E43-E41
"Excess Social Security Tax for Credit
ction
IF(Y36>Y37,Y36-Y37,0)
)/100,
IF(Z36>Z37,Z36-Z37,0)
)/100,
"Line 28 Penalty on early w'drawl
"Ln 57 Est'd & other Taxes Paid
(L39-L38)*M38+O38
&p!.14
(P39-P38)*Q38+S38
"7  Difference
V37-V38
"Line 29 Alimony paid
"Ln 58 Earned Inc Cred *X20*
IF(ISERROR(Y30),0,Y30)
/100,
(L40-L39)*M39+O39
'p!.16
(P40-P39)*Q39+S39
"8  $32,000, $25,000, or $0
IF(E1=2,32000,IF(AND(E1=3,V32<>0),0,25000))
"Line 30 Marriage deduction
"Ln 59 Paid with Form 4868
12730
(L41-L40)*M40+O40
(p!.18
(P41-P40)*Q40+S40
"9  Difference
IF(V39>V40,V39-V40,0)
1=3,V3
"Ln 60 Excess FICA & RRTA
Y38+Z38
16190
(L42-L41)*M41+O41
10900
)p!.22
10100
(P42-P41)*Q41+S41
"10 one half of line 9
INT(50*V41+.5)/100
"Line 31 Total Adjustments
SUM(D34:D41)
)/100
"Ln 61 Fuels Tax Credit
19640
(L43-L42)*M42+O42
13275
*p!.25
12300
(P43-P42)*Q42+S42
"11 Smaller of lines 2 or 10
MIN(V34,V42)
"Ln 62 Invest Co. Credit
25360
(L44-L43)*M43+O43
16135
+p!.28
14950
(P44-P43)*Q43+S43
"Line 32 Adjusted Gross Income
E32-E43
"Line 63 Total Payments
Income
"---------
tal	,
SUM(I38:I44)
31080
(L45-L44)*M44+O44
18990
,p!.33
17600
(P45-P44)*Q44+S44
36800
(L46-L45)*M45+O45
24710
-p!.38
22900
(P46-P45)*Q45+S45
"Line 64 Amount Overpaid
ncome	.
IF(J45>J36,J45-J36,0)
1=3,V3
48240
(L47-L46)*M46+O46
32375
.p!.42
30000
(P47-P46)*Q46+S46
"S U M M A R Y
"Spouse
 A R Y
"Total
 A R Y
"Line 65 REFUND
65390
(L48-L47)*M47+O47
46185
/p!.45
42800
(P48-P47)*Q47+S47
"Federal Withholding
IF(A5=B3,G5,0)+IF(A6=B3,G6,0)+IF(A7=B3,G7,0)+IF(A8=B3,G8,0)+IF(A9=B3,G9,0)
IF(A5=C3,G5,0)+IF(A6=C3,G6,0)+IF(A7=C3,G7,0)+IF(A8=C3,G8,0)+IF(A9=C3,G9,0)
C49+D49
"Line 66 Apply to 87 Est'd Tax
J47-J48
88270
(L49-L48)*M48+O48
59025
0p!.49
54700
(P49-P48)*Q48+S48
"State Withholding
IF(A5=B3,I5,0)+IF(A6=B3,I6,0)+IF(A7=B3,I7,0)+IF(A8=B3,I8,0)+IF(A9=B3,I9,0)
IF(A5=C3,I5,0)+IF(A6=C3,I6,0)+IF(A7=C3,I7,0)+IF(A8=C3,I8,0)+IF(A9=C3,I9,0)
C50+D50
"Line 67 Amount Due
IF(J36>J45,J36-J45,0)
3,I6,0
116870
(L50-L49)*M49+O49
87625
1p!.5
81200
E3wgP
(P50-P49)*Q49+S49
"City Withholding
IF(A5=B3,J5,0)+IF(A6=B3,J6,0)+IF(A7=B3,J7,0)+IF(A8=B3,J8,0)+IF(A9=B3,J9,0)
IF(A5=C3,J5,0)+IF(A6=C3,J6,0)+IF(A7=C3,J7,0)+IF(A8=C3,J8,0)+IF(A9=C3,J9,0)
C51+D51
"Line 68 Amount Due
"===========
"FICA
IF(A5=B3,H5,0)+IF(A6=B3,H6,0)+IF(A7=B3,H7,0)+IF(A8=B3,H8,0)+IF(A9=B3,H9,0)
IF(A5=C3,H5,0)+IF(A6=C3,H6,0)+IF(A7=C3,H7,0)+IF(A8=C3,H8,0)+IF(A9=C3,H9,0)
C52+D52
"Wages
IF(A5=B3,E5,0)+IF(A6=B3,E6,0)+IF(A7=B3,E7,0)+IF(A8=B3,E8,0)+IF(A9=B3,E9,0)
IF(A5=C3,E5,0)+IF(A6=C3,E6,0)+IF(A7=C3,E7,0)+IF(A8=C3,E8,0)+IF(A9=C3,E9,0)
C53+D53