Thank, you. I did some research on the Colorado state government website, and entered the legally allowed data by hand before I saw your reply, so I'm not sure that sending the diagnostic file is of use to you anymore. Please let me know if it is.
I still contend that TurboTax should never have shown more than the legally allowed limit in the guided interview. You are right that on the Colorado Pension Exclusion Worksheet it does show the $20,000 limit (but is that because I put the proper data in the guided interview?). There is just no excuse for displaying a number greater than legally allowed limit as eligible for exclusion. That money is not "eligible" even if it is in the qualifying category.
Further, for my wife's value, it was showing only her pension, and not her private annuity income (which is an allowed exclusion in Colorado), and it failed to pick up her Federally taxed Social Security income that had been entered in the Income section -- also allowed under Colorado law. Therefore, the program has a bug (or many) and is not working correctly. Let me know if you still think a file is of value.
- mex_man
