In Excel, fiscal year from date not working

In Excel 2016, I am trying to display the fiscal year in a column next to one with the date of an appointment. The dates are formatted as "short date". The fiscal year runs 10/01/2019 through 09/30/2020. In cell U2, I have 10 set as the month the fiscal year starts in.

I am using this formula: =YEAR(G2)+(MONTH(G2)>=$U$2)

For some dates, it correctly lists the fiscal year, but its listing dates like 05/06/2020 and 7/4/20 as FY21.

What am I doing wrong?

1 Answer

I figured it out! This seems to be working: =IF(MONTH(G5)>=10, YEAR(G5)+1, YEAR(G5))

Shout out to the video below for pointing me in the right direction, even though her formula didn't work for me: