Comments on: Difference Between Sub and Function http://excelhints.com/2009/02/12/difference-between-sub-and-function/ Excel Tips and Tricks for All Levels Thu, 29 Jul 2010 12:51:29 +0000 hourly 1 http://wordpress.org/?v=3.0 By: john http://excelhints.com/2009/02/12/difference-between-sub-and-function/comment-page-1/#comment-1039 john Sat, 30 Jan 2010 20:03:46 +0000 http://excelhints.com/?p=563#comment-1039 Hey K Teeters... that is quite a comment. I'll have to look more at your question and see if we can find a solution. I am definitely not a tax expert though... anyone have any suggestions on that? Hey K Teeters… that is quite a comment. I’ll have to look more at your question and see if we can find a solution. I am definitely not a tax expert though… anyone have any suggestions on that?

]]> By: K Teeters http://excelhints.com/2009/02/12/difference-between-sub-and-function/comment-page-1/#comment-1038 K Teeters Sat, 30 Jan 2010 17:53:49 +0000 http://excelhints.com/?p=563#comment-1038 I'm a nut that EXCEL'd my IRS records for years (10? using .wks 1st) Now the IRS has destroyed the 0 to 100k tax rate Hzlookup could always find a tax bracket (ETC has always been political) But the SocialSecurity worksheet has always been simple. Income, credits, Amount 50% taxed,..85% taxed..= taxed SS for 1040 line 20 1040-D , and D1 and the Qualified Div worksheet have now been complicated by the IRS Forcing their table LOOKup ... for Single rates of 10% to 22% in a NON-uniform rate ... So now the Sched-D problem is reduced to matching BUYs&Sells, calculating Gains/Losses and ST/LongTerm Maybe the quick answer is buy quicken...but I've already created a year-long sheet of Daily trades...CREE, IBM, YHOO ... a macro to copy ALL trades into a 2nd sheet..sorted by issue, sub-Option ( March-IBM) and trade dates.. and all kinds of G/L ( pivot tables...almost worked ) BUT I've NOT been able to macro/sub/function the 1040-D Line Summation of several trades... Issue Buy-$, Sell+$, StartDate, End Date (Gain) (Loss) Net Consider Holding 500 shares of CREE, ( base cost $10 ) with the following OPTION trades. ( 5 max..safely) date #1 Sell (-3) CREE-Jan$10 calls for =$2 Jan2010 and Jan 2011 are entirely diff symbols date#2 Sell (-1) CREE-Jan$10 calls for =$3 date#3 Buy (-2) CREE-Jan$10 calls for =$2.50 (close OBLIGATION of 1 sale) Date#4 (IF) CREE expires an below $10 the IRS 1040-D lines become: matching BUYs to Sales: This is NO-Longer Buy 1st , Sell next results =.. CreeJan10calls (2) +2.00 , -2.50 ,Date#1, Date#2 -$100 CreeJan10calls (1) +2.00 , -0 ,Date#1, Date#4 +200 CreeJan10calls (1) +3.00 , -0 ,Date#2, Date#4 +300 ..and IF date #1 & #5 are different years... a deeper problem. THE IRS should pay YOU for this ( and other FREE worksheet solutions) its not that you&I are competing with QUICKEN I've NOT found QUICKEN as a solution, or any LESS programing than fighting the DATA and the IRS Don't even need pretty PDF formatted data Yes, NOT a trivial problem, just a list of several sequential FUNCTIONs. I’m a nut that EXCEL’d my IRS records for years (10? using .wks 1st)
Now the IRS has destroyed the 0 to 100k tax rate
Hzlookup could always find a tax bracket
(ETC has always been political)
But the SocialSecurity worksheet has always been simple.
Income, credits, Amount 50% taxed,..85% taxed..= taxed
SS for 1040 line 20

1040-D , and D1 and the Qualified Div worksheet have now been
complicated by the IRS Forcing their table LOOKup …
for Single rates of 10% to 22% in a NON-uniform rate …
So now the Sched-D problem is reduced to matching
BUYs&Sells, calculating Gains/Losses and ST/LongTerm

Maybe the quick answer is buy quicken…but I’ve already
created a year-long sheet of Daily trades…CREE, IBM, YHOO …

a macro to copy ALL trades into a 2nd sheet..sorted by
issue, sub-Option ( March-IBM) and trade dates..
and all kinds of G/L ( pivot tables…almost worked )

BUT I’ve NOT been able to macro/sub/function the
1040-D Line Summation of several trades…

Issue Buy-$, Sell+$, StartDate, End Date (Gain) (Loss) Net

Consider Holding 500 shares of CREE, ( base cost $10 )
with the following OPTION trades. ( 5 max..safely)

date #1
Sell (-3) CREE-Jan$10 calls for =$2
Jan2010 and Jan 2011 are entirely diff symbols

date#2
Sell (-1) CREE-Jan$10 calls for =$3

date#3
Buy (-2) CREE-Jan$10 calls for =$2.50
(close OBLIGATION of 1 sale)

Date#4
(IF) CREE expires an below $10 the IRS 1040-D lines become:
matching BUYs to Sales:

This is NO-Longer Buy 1st , Sell next results =..

CreeJan10calls (2) +2.00 , -2.50 ,Date#1, Date#2 -$100
CreeJan10calls (1) +2.00 , -0 ,Date#1, Date#4 +200
CreeJan10calls (1) +3.00 , -0 ,Date#2, Date#4 +300

..and IF date #1 & #5 are different years… a deeper problem.

THE IRS should pay YOU for this
( and other FREE worksheet solutions)
its not that you&I are competing with QUICKEN

I’ve NOT found QUICKEN as a solution, or any LESS programing
than fighting the DATA and the IRS

Don’t even need pretty PDF formatted data

Yes, NOT a trivial problem,
just a list of several sequential FUNCTIONs.

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