@AmyC
Just sent you the token. Also an item to keep in mind as you review the file. For the CO state filing I spoke with a product person who tried to get me an answer. At the end of the conversation I forced the correct answer into the worksheet.
As I stated in my initial post the program currently sums (local income tax (schd A line 5b) + state and local property tax (schd. A line 5c)) and substract that sum from the amount of the fed deduction (Schd. A 5e). When you do that in my case the you get $3,423. The state form and the program then says compare the difference between the total itemized (schd. A line 17) and the standard deduction I could have claimed (in my case 29,200) to the result of the difference between (Schd A 5b + 5c) - 5e. In my case that difference for my itemized deduction minus the standard deduction is $1,957. The state instruction says use the lower of the these two values. Therefore, the program uses $1,957 versus $3,423.
The problem is the program does not use all of the fields that the state instructs taxpayers to use. The state form (revised February 2024) "Income Tax Topics: State Income Tax Addback" guides taxpayers to sum (Schd A line 5a + 5b + 5c) subtract from Schd A 5e. When you do that, the value of my worksheet is -$7,813 or $0 (the state says enter the result but not less than 0). If the program would compare $0 to $1,957, it should have entered $0 as the addback for the state of Colorado. The $1,957 addback resulted in a roughly $80 reduction in my tax liability or increase in my refund.
