Hello,
I am creating a tool in excel using the IF and AND functions. I am sure there is an easier way of doing this but I have no idea how. I just got through creating the formula but I am getting an error message that indicates I have exceeding the 64 levels of nesting. I have looked this issue up in the forums but I cannot find an answer that helps me resolve my issue. My only thought is to split up the formula into two cells, but I don't want to do that unless I have to. Here is the formula:
=IF(C9="","",IF(AND(C9<DATE(2013,1,1),C8="Single",C5="Single"),"Submit Cert",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Single",C5="Single"),"Submit Cert",IF(AND(C9>=DATE(2014,1,1),C8="Single",C5="Single"),"Collect Docs",IF(AND(C9<DATE(2013,1,1),C8="Married/Remarried",C5="Single"),"Collect Docs",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Married/Remarried",C5="Single"),"Collect Docs",IF(AND(C9>=DATE(2014,1,1),C8="Married/Remarried",C5="Single"),"Submit Cert",IF(AND(C9<DATE(2013,1,1),C8="Separated",C5="Single"),"Submit Cert as long as there is no other conflicting information",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Separated",C5="Single"),"Submit Cert as long as there is no other conflicting information",IF(AND(C9>=DATE(2014,1,1),C8="Separated",C5="Single"),"Collect Docs",IF(AND(C9<DATE(2013,1,1),C8="Divorced",C5="Single"),"Submit Cert",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Divorced",C5="Single"),"Submit Cert",IF(AND(C9>=DATE(2014,1,1),C8="Divorced",C5="Single"),"Collect Docs",IF(AND(C9<DATE(2013,1,1),C8="Widowed",C5="Single"),"Submit Cert",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Widowed",C5="Single"),"Collect Docs",IF(AND(C9>=DATE(2014,1,1),C8="Widowed",C5="Single"),"Collect Docs",IF(AND(C9<DATE(2013,1,1),C8="Single",C5="Married-Separate"),"Collect Docs",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Single",C5="Married-Separate"),"Collect Docs",IF(AND(C9>=DATE(2014,1,1),C8="Single",C5="Married-Separate"),"Submit Cert",IF(AND(C9<DATE(2013,1,1),C8="Married/Remarried",C5="Married-Separate"),"Submit Cert",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Married/Remarried",C5="Married-Separate"),"Submit Cert",IF(AND(C9>=DATE(2014,1,1),C8="Married/Remarried",C5="Married-Separate"),"Collect Docs",IF(AND(C9<DATE(2013,1,1),C8="Separated",C5="Married-Separate"),"Submit Cert",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Separated",C5="Married-Separate"),"Submit Cert",IF(AND(C9>=DATE(2014,1,1),C8="Separated",C5="Married-Separate"),"Submit Cert",IF(AND(C9<DATE(2013,1,1),C8="Divorced",C5="Married-Separate"),"Collect Docs",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Divorced",C5="Married-Separate"),"Collect Docs",IF(AND(C9>=DATE(2014,1,1),C8="Divorced",C5="Married-Separate"),"Submit Cert",IF(AND(C9<DATE(2013,1,1),C8="Widowed",C5="Married-Separate"),"Collect Docs",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Widowed",C5="Married-Separate"),"Submit Cert",IF(AND(C9>=DATE(2014,1,1),C8="Widowed",C5="Married-Separate"),"Submit Cert",IF(AND(C9<DATE(2013,1,1),C8="Single",C5="Married-Joint"),"Collect Docs",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Single",C5="Married-Joint"),"Collect Docs",IF(AND(C9>=DATE(2014,1,1),C8="Single",C5="Married-Joint"),"Submit Cert",IF(AND(C9<DATE(2013,1,1),C8="Married/Remarried",C5="Married-Joint"),"Submit Cert",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Married/Remarried",C5="Married-Joint"),"Submit Cert",IF(AND(C9>=DATE(2014,1,1),C8="Married/Remarried",C5="Married-Joint"),"Collect Docs",IF(AND(C9<DATE(2013,1,1),C8="Separated",C5="Married-Joint"),"Submit Cert",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Separated",C5="Married-Joint"),"Submit Cert",IF(AND(C9>=DATE(2014,1,1),C8="Separated",C5="Married-Joint"),"Submit Cert",IF(AND(C9<DATE(2013,1,1),C8="Divorced",C5="Married-Joint"),"Collect Docs",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Divorced",C5="Married-Joint"),"Collect Docs",IF(AND(C9>=DATE(2014,1,1),C8="Divorced",C5="Married-Joint"),"Submit Cert",IF(AND(C9<DATE(2013,1,1),C8="Widowed",C5="Married-Joint"),"Collect Docs",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Widowed",C5="Married-Joint"),"Submit Cert",IF(AND(C9>=DATE(2014,1,1),C8="Widowed",C5="Married-Joint"),"Submit Cert",IF(AND(C9<DATE(2013,1,1),C8="Single",C5="Head of Household"),"Submit Cert",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Single",C5="Head of Household"),"Submit Cert",IF(AND(C9>=DATE(2014,1,1),C8="Single",C5="Head of Household"),"Collect Docs",IF(AND(C9<DATE(2013,1,1),C8="Married/Remarried",C5="Head of Household"),"Collect Docs",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Married/Remarried",C5="Head of Household"),"Collect Docs",IF(AND(C9>=DATE(2014,1,1),C8="Married/Remarried",C5="Head of Household"),"Submit Cert",IF(AND(C9<DATE(2013,1,1),C8="Separated",C5="Head of Household"),"Submit Cert",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2013,7,1),C8="Separated",C5="Head of Household"),"Submit Cert",IF(AND(C9>=DATE(2013,7,1),C9<DATE(2014,1,1),C8="Separated",C5="Head of Household"),"Student Requires Qualifying HOH Form, Amended Taxes(1040X), or Tax Preparer Letter",IF(AND(C9>=DATE(2014,1,1),C8="Separated",C5="Head of Household"),"Collect Docs",IF(AND(C9<DATE(2013,1,1),C8="Divorced",C5="Head of Household"),"Submit Cert",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Divorced",C5="Head of Household"),"Submit Cert",IF(AND(C9>=DATE(2014,1,1),C8="Divorced",C5="Head of Household"),"Collect Docs",IF(AND(C9<DATE(2013,1,1),C8="Widowed",C5="Head of Household"),"Submit Cert",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Widowed",C5="Head of Household"),"Submit Cert",IF(AND(C9>=DATE(2014,1,1),C8="Widowed",C5="Head of Household"),"Collect Docs",IF(AND(C9<DATE(2013,1,1),C8="Single",C5="Widow(er)"),"Submit Cert",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Single",C5="Widow(er)"),"Submit Cert",IF(AND(C9>=DATE(2014,1,1),C8="Single",C5="Widow(er)"),"Collect Docs",IF(AND(C9<DATE(2013,1,1),C8="Married/Remarried",C5="Widow(er)"),"Collect Docs",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Married/Remarried",C5="Widow(er) "),"Collect Docs",IF(AND(C9>=DATE(2014,1,1),C8="Married/Remarried",C5="Widow(er)"),"Submit Cert",IF(AND(C9<DATE(2013,1,1),C8="Separated",C5="Widow(er)"),"Collect Docs",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Separated",C5="Widow(er)"),"Collect Docs",IF(AND(C9>=DATE(2014,1,1),C8="Separated",C5="Widow(er)"),"Collect Docs",IF(AND(C9<DATE(2013,1,1),C8="Divorced",C5="Widow(er)"),"Collect Docs",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Divorced",C5="Widow(er)"),"Collect Docs",IF(AND(C9>=DATE(2014,1,1),C8="Divorced",C5="Widow(er)"),"Collect Docs",IF(AND(C9<DATE(2013,1,1),C8="Widowed",C5="Widow(er)"),"Submit Cert",IF(AND(C9>=DATE(2013,1,1),C9<DATE(2014,1,1),C8="Widowed",C5="Widow(er)"),"Collect Docs",IF(AND(C9>=DATE(2014,1,1),C8="Widowed",C5="Widow(er)"),"Collect Docs","")))))))))))))))))))))))))))))))))))))))))))))))))))))))))))))))))))))))))))))
I attached a spreadsheet as well. Any suggestions as to whether or not there is an easier way to put this together would be appreciated. The fields labeled N/A on the spreadsheet are not applicable now but I added them as they may be in the future. Also the point of this tool is for the user to input a filing status, marital status, and marital status date...The output would be whatever documentation is required based off the input. That is why I created text for each scenario.
Any guidance is appreciated! Test 2.xlsx
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