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Update Colorado 2026 federal deduction addback exemptions #8544

@MaxGhenis

Description

@MaxGhenis

Summary

Colorado's ongoing federal itemized/standard deduction addback in C.R.S. 39-22-104(3)(p.7), effective for income tax years beginning on or after January 1, 2026, appears to use much lower exemption amounts than the current PolicyEngine-US parameter table.

Axiom's generated RuleSpec for rulespec-us-co encodes:

  • AGI threshold: $300,000
  • Single-return deduction exemption: $1,000
  • Joint-return deduction exemption: $2,000

PolicyEngine-US currently has policyengine_us/parameters/gov/states/co/tax/income/additions/federal_deductions/exemption.yaml values of:

  • SINGLE: $12,000 from 2023 onward
  • JOINT: $16,000 from 2023 onward

and no 2026 effective-date update. co_federal_deduction_addback uses that exemption table directly, so 2026 Colorado additions, taxable income, and income tax are likely understated for affected taxpayers.

Evidence

Current PE parameter file:

JOINT:
  2022-01-01: 60_000
  2023-01-01: 16_000
SINGLE:
  2022-01-01: 30_000
  2023-01-01: 12_000

Axiom encoder PR that surfaced this while classifying CO income-tax oracle coverage:
TheAxiomFoundation/axiom-encode#475

Related generated RuleSpec PR:
TheAxiomFoundation/rulespec-us-co#15

Expected update

Review the current Colorado legal/source guidance for tax year 2026 and, if confirmed, add 2026 values to the federal deduction addback exemption parameter, with tests covering the 2026 schedule.

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