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Retirement tax questions
Please clarify and/or guide.
I am following 2021 Step-by-Step guide for Colorado and struggling to understand the Social Security exclusion entries.
I find a "Pension and Annuity Worksheet" that shows significant taxable social security on 3a and an allowable exclusion for myself and my wife on line 6.
But in the Colorado "Pension and Annuity Income" fields, these amounts are not listed. Turbotax entered a pension amount but NOT the taxable social security amount shown on line 6 of the worksheet. Why?
Similarly, on the "Other Pension and Annuity Income Exclusions" (next step of the guided entry), the fields are both showing zero. Why?
What is allowed, where do I enter them, and why doesn't Turbotax Colorado automatically handle this?
Are the amounts shown on the worksheet, line 6 wrong or ????
Very confusing for me!!