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Thanks for the responses.  I did talk to someone at the MO Dept. of Revenue and he said that if the MO-TC form is e-filed to them, they can handle it.  I got bold and selected the E-file My State Return radio button.  Then, on a subsequent screen, it said it is a no-go that the state return would need to be manually submitted and it would not attempt to e-file the state return.  At the completion of my filing, TT had a survey form about the experience, so I requested that they make the enhancement for 2026 to e-file Missouri returns that include form MO-TC.  Also, suggested that they update the Help screen on the "Choose the Tax Credit" page concerning outdated eligibility dates and credit percentages.  We'll see if anything happens.  Thanks to all who have responded.

I've tested your scenario by entering a Form 1099-G for agriculture payments in box 7 and the amounts did transfer to both lines 4a and 4b for both TurboTax Online and TurboTax Desktop.   Follow the steps below:

Okay, I know it is midnight here, and I am bit slow, but that has to be one of the worst bits of human-factors engineering I've seen in the past 35 years.   I know that isn't your fault. Thanks for helping

You fill out the 1099R exactly as shown. For 2025 there might be a new code Y on the 1099R for QCD. The IRS does not require financial institutions to use code Y to report QCDs yet, instead making the use of code Y optional. I got my 1099R from Vanguard for my QCD and it only had code 7 in box 7. If you are over 70 1/2 then after you enter the 1099R keep going. In my Desktop program one of the next screens will say…Do any of these situations apply to you with a list. The 7th item is "I transferred all or part of this money directly to charity". Check that and the next screen will be either for RMD info or ask how much was transferred to Charity. Just keep going though all the screens. Then do NOT enter it again under Deductions & Credits. It only goes on the 1099R entry. Otherwise you would be deducting it twice. For a QCD, check 1040 line 4b. It should be 0 (unless you have other taxable 1099Rs) and the QCD box checked. The code in box 7 of form 1099-R must be 7 or Y and the box IRA/SEP/SIMPLE must be checked. You can’t do a QCD from a 401K.

Also your SS might not be taxable.  Only up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches: Married Filing Jointly: $32,000 Single or head of household: $25,000 Married Filing Separately: 0   So if you want abigger refund then have more tax withholding taken out of your pension.  

And You can only deduct the amount of unreimbursed Medical Expenses you actually paid over 7.5% of your AGI. So it might take a lot to be worth entering. And then all your itemized deductions have to be more than the standard deduction to get any benefit (so you would only be getting the benefit of the amount that puts you over the standard deduction).    For 2026 NEXT YEAR the standard deduction amounts are: Single 16,100 + 2,050 for 65 and over or blind (18,150) HOH 24,150 + 2,050 for 65 and over or blind (26,200) Joint 32,200 + 1,650 for each 65 and over or blind (33,850/35,500) Married filing Separate 16,100 + 1,650 for 65 and over or blind (17,750)

It appears that TurboTax considers income from being a Notary Public as not being earned income that will support an IRA contribution because a Notary Public is a public office.  TurboTax not treating income from being a Notary Public as being income that will support an IRA contribution is the way that TurboTax has been implemented for many years.  However, I'm not sure that TurboTax developers have interpreted 26 U.S. Code § 1402(c)(1) correctly:   (c)Trade or business The term “trade or business”, when used with reference to self-employment income or net earnings from self-employment, shall have the same meaning as when used in section 162 (relating to trade or business expenses), except that such term shall not include—   (1)the performance of the functions of a public office, other than the functions of a public office of a State or a political subdivision thereof with respect to fees received in any period in which the functions are performed in a position compensated solely on a fee basis and in which such functions are not covered under an agreement entered into by such State and the Commissioner of Social Security pursuant to section 218 of the Social Security Act;   I think that:   other than the functions of a public office of a State or a political subdivision thereof with respect to fees received in any period in which the functions are performed in a position compensated solely on a fee basis and in which such functions are not covered under an agreement entered into by such State and the Commissioner of Social Security pursuant to section 218 of the Social Security Act;   describes a Notary Public.   I have been unable to find any guidance on this subject from an authoritative source, in particular, nothing from the IRS.

Enter your W-2 exactly as it is.  Box 4 is your social security tax. When you enter your W-2, you will see boxes 12 and 14 to enter the amounts along with a drop-down menu to select the description.  Don't change anything or add amounts to other boxes.  The information that your employer lists in box 14 of your W-2 doesn't affect your income tax return, but you should enter it when you are inputting your W-2 data.  TurboTax provides you with a drop-down menu of codes you can choose for your W-2 Box 12 and 4 entries.  If what’s in box 14 doesn't match a drop-down code, select Other for the code in box 14.    For more information, please review the TurboTax article What is box 14 on my W2 for? and How do I fill out the box 12 information from my W-2?