I'm 48 and received a $1,270 mandatory disbursement from my deceased aunt's IRA. It's federally taxable, but does any of it qualify for the CO annuity exclusion?

cprattod · ‎February 23, 2025

MaryK4

No, IRA distributions do not qualify for the Colorado annuity exclusion. Individual taxpayers under age 55 may not claim the subtraction unless the pension and annuity income is a death benefit. Pensions and annuities are made in a series of payments at regular intervals (such as weekly, monthly, or yearly) over a period greater than one year.

See Income Tax Topics: Social Security, Pensions, and Annuities(opens in new window.

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I'm 48 and received a $1,270 mandatory disbursement from my deceased aunt's IRA. It's federally taxable, but does any of it qualify for the CO annuity exclusion?

I'm 48 and received a $1,270 mandatory disbursement from my deceased aunt's IRA. It's federally taxable, but does any of it qualify for the CO annuity exclusion?

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I'm 48 and received a $1,270 mandatory disbursement from my deceased aunt's IRA. It's federally taxable, but does any of it qualify for the CO annuity exclusion?

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I'm 48 and received a $1,270 mandatory disbursement from my deceased aunt's IRA. It's federally taxable, but does any of it qualify for the CO annuity exclusion?

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