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The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/19/2026   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

Follow these steps to fix your issue: Open your return to the 1099-R QCD. Go through the 1099-R entries Look at Box 7 on your form, is there a Y in the box and is it in the program (this is new for TY25 and not mandatory- but a quick way to prove) Either way, we continue on. It's just nice to know if the program already knows with the code Y. Is the IRA/ SEP/ SIMPLE box checked? It should be - both on your form and in the program continue on and look for the qualified charity distribution.  "Do any of these uncommon situations apply?" or "Did you transfer this to charity?"  Select Yes, - since in fact you did.  A box should pop up asking the amount of QCD, enter the amount. If you don't see this, you have to do a little workaround and I think this applies to you. We are going to cheat and then fix it: back up to the 1099-R, box 7 and select I have another box, add the Y. go forward a couple screens and the program asks how much was QCD and gets your return corrected. Go until the end and done with the 1099-R. The program is now aware of and holding the QCD information. Go back and remove the Y.  Continue forward and the QCD question will pop up again with the amount entered. You can look at your 1040. Line 4a is the total and line 4b is the taxable part. Reference: Seniors can reduce their tax burden by donating to charity

For a capital loss carryover - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Under Investment Income On Capital Loss Carryover, click the start or update button

@kailuag8r    You don't... For the states that do not have an income tax, you leave boxes 14, 15, & 16 entirely empty/blank on a 1099-R. No numbers, no letters, no zero's....entirely blank.   Same goes for the state boxes for income & withholding on any other tax forms you enter.

To remove on the MAC.   Go to the File menu at the very top of your Mac screen (next to the Apple icon) Look for Remove Washington Data (it might also say Remove State Return). Select Washington and confirm the removal. Close Turbo Tax and then open again.  The state return should be removed from the return.    

@harr2025    There is a Very STRANGE pop-up (maybe two of them)  you have to accept....and you cannot use the BRAVE browser:   From Doug34: "I initially ran into the same problem described by others here. The Intuit website declares success, but TurboTax doesn't get the document. In my case this was caused by the fact that I denied the Intuit site permission to access my local network. Choose Allow, and you should be fine. If you already denied permission, you will be stuck until you reset this permission. In Chrome on Windows, you can do this by clicking on the View Site Information icon just to the left of the address bar. Turn on Local Network Access and try again. This solved the problem for me."

@ask4gems You were looking in the wrong section.  You were in the 1099-MISC and Other Common Income section.  Not the Less Common Income Section.  If you had scrolled to the bottom of the page you would have seen the Less Common Section.

Thanks, I actually have not done it yet  I did try with a different filer and after putting in the 1099 r as is(there were no questions asked) it prompted me to upgrade software as the  form was needed due to the t code in box 7. With turbo tax, my understanding is that upon answering the questions,  it wouldnt be needed,   however I have gotten differemt answers as to whether it was required to complete that form for the irs The advice was that I should complete it to avoid a penalty and or an audit asking me to prove this was non taxable due to the 1099 r reporting . Another answer said that if I used the software that dosent  require it,  that it will take longer to process as the irs would have to investigate whether it is qualified or not. I have nothing to prove the 5 year rule was met outside of 2 letters from the the bank . One that  only stated it was a qualified distribution and the other stating when the acct was opened(which was over 25 years ago. The problem   is i have no documentation of when any contributions were made(as i was told it isnt about the acct opening date , its about the contribution date. )The bank does not keep records after 7 years so I cannot imagine the irs looking for it but not sure At the end of the day, it should be obvious that an acct this old would have been Funded well over 5 years ago but proof of it is impossible to obtain. If I go with the software to include the form , I have to upgrade to a certain addition but if i do it with turbo tax I think  I would still be able to file with the free file sonce the form wouldnt be required. Thanks for your feedback