Retirement tax questions

JamesG1,

You are referencing a 2020 document.  For taxpayers over 65 Colorado may now exclude the entire amount of federal taxable Social Security.

 

The Pension and Annuity Exclusion Worksheet line 6 verbiage in TTax 2022 is incorrect.  In my return the amounts were not calculated though the exclusions reported on Form 104AD are correct.

I am not able to find the above worksheet in the CO forms and documents though TurboTax is still using it. 

 

This is from Income Tax Topics: Social Security, Pensions, and Annuities, dated February 2023. It includes a "Joint social security benefits worksheet" that appears to replace the older Exclusion Worksheet

 

CO soc sec exclusion.jpg