Spreadsheet from Cody & Sean's book?

Great idea to ask. Please let us know what you find if the resource is not on here. Thanks!

For current year tax planning we have really like the calculation sheets from

Financial Calculators from Dinkytown.net

I use the YTD tax information available on my brokerage's website. At Fidelity this is available under Accounts & Trade > Tax Forms & Information > View your YTD tax activity. You can also navigate to a particular account and use the on-screen tabs: More > Tax Info YTD.

For deciding on Roth conversion amount, I have a subscription to Projection Lab which has a tool for this. I believe Boldin also has a tool for Roth conversions. In the past I've seen some ChooseFI members mention they use their regular tax software (TurboTax, H&R Block, etc.) and input as much information as they have or can estimate.

Can I model Roth Conversions? - ProjectionLab

ChatGPT for current year tax planning and deciding on Roth conversions works pretty well. Always double check. Suggest waiting till later in year until ultimately doing the conversion so you are confident in yearly income amounts. Can also have it maximize with ACA coverage and capital gain harvesting at 0% all together.

The great part of using ChatGPT is prompt it to not just run the numbers but explain for educational growth and it will walk you through the why and not just the numbers.

as for spreadsheet on gain loss, the main players (Schwab, vanguard…) have a screen for this. Look for realized gain / loss report.