Circular Reference when calculating Tax on social security income, spanning 30 years.

[pmasse13]

Using Excel 2013, I am building a spreadsheet that allows one to model roth conversions, staying within specified tax brackets.
The issue I'm experiencing is circular references spanning 30 years of calculations.

So the first workbook contains the aggredate data from your 1040 form.
The second workbook contains the Social Security Calcs, calculating the taxable portion of your social security benefit.
The third workbook contains the yearly snapshot of your income and expenditures.
Since I need the data calculated in the the second workbook, in both of the other two workbooks, I truly have a circular situation.

How should I change my design to eliminate this circular dependency ???

I've tried ALT, T, O, turning on iterative calculations.
That seems to work for up to 5 years, then it all goes bad.

I've tried creating another spreadsheet, containing just the code for the SS Calcs.
That seemed to work, then that went all bad.

I've tried creating a function to replace the MIN function. No Good.
Seems like the MIN function triggers it somehow.

Any help would be greatly appreciated.
Thank you
Phil

 

[Toadstool]

Hi Pmasse13,

We'll need to see the part of your sheet which generates the circular reference and its source data.

You say "I've tried creating another spreadsheet, containing just the code for the SS Calcs. That seemed to work, then that went all bad." so I guess that's the part we'll need.

It would be preferred if you used XL2BB so we can see formulae and data.

 

[pmasse13]

Hi,
Thank you for your reply, but I was finally able to resolve the issues by myself.

Thank you again.
Philip