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After you enter form 1099-R keep going.   If you have entered a birth date which makes you older than 70 1/2  there will be a page that asks Do any of these situations apply? Midway down is Were any of these funds sent directly to a charity?   Then it will ask for the amount.   The code in box 7 of form 1099-R must be 7 and the little IRA/SEP/SIMPLE box must be checked.  A IRA QCD should be 0 taxable on 1040 line 4b and the QCD box checked.  Unless you have other 1099R taxable amounts on 4b.  You can’t do a QCD from a 401K.   If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right. Check lines 4b & 5b for any taxable amounts. 

Are you referring to the Solar Market Development Tax Credit which was repealed on July 1, 2025?   This credit requires a credit approval number reported on Form RPD-41317   Learn more reports:   This is a tax credit for a taxpayer who has received certification from the Energy, Minerals and Natural Resources Department (EMNRD) for the purchase and installation of a qualified photovoltaic or solar thermal system in a residence, business or agricultural center.   The approved system must be purchased and installed after January 1, 2006, but before December 31, 2016.   Or are you referring to the New Solar Market Development Tax Credit?     This credit requires a credit approval number reported on Form TRD-41406   Learn more reports:   This is a tax credit for a taxpayer who has received certification from the Energy, Minerals and Natural Resources Department (EMNRD) for the purchase and installation of a qualified photovoltaic or solar thermal system in a residence, business or agricultural enterprise.   The approved system must be purchased and installed on or after March 1, 2020, but before December 31, 2031.   Or are you referring to something else?  Please clarify.  

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimates, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button

They might have amended your 1099 printout.  The download might be more current and corrected.  That’s happened in the last with Wells Fargo.   Look up your WF account and see if there is an amended 1099.   

Good afternoon DaveF1006 and many thanks for the response!  Just to be painfully clear, I wondered if you could review my detailed/specific situation below and provide a response and/or your feedback! -------------------------------- ORIGINAL QUESTION: In 2025, I made ONE large cash gift (i.e., for discussion purposes, let’s say the amount is $50,000) to our adult son and would like to split that cash gift with my wife.  My wife did NOT make ANY ADDITIONAL gifts to anybody in 2025.  In this example, I understand that both my wife and I need to fill out Form 709 and that we each need to attach a notice of consent to the other person’s form.   My question pertains to SCHEDULE A, PART 1: Gifts Subject Only to Gift Tax.  On Schedule A of both my wife’s and my Form 709, we each filled out the TOP half of Part 1 ONLY.  We each listed the TOTAL gift amount in columns (e) and (g) of $50,000 and then we each listed half the amount in columns (h) and (i) of $25,000 (i.e., 1/2 of the total because we elected to split gifts).  Essentially, the entries for my wife’s and my Form 709, Schedule A, Part 1 are EXACTLY THE SAME.    Now, here’s the essence of my question. We did NOT fill out the bottom half of Part 1, entitled “Gifts made by spouse – complete only if you are splitting gifts with your spouse and spouse also made gifts.”  We did not fill out this bottom half of Schedule A, Part 1 because my wife did NOT MAKE ANY ADDITIONAL GIFTS and, for that matter, I did not make any additional gifts beyond the one in question either!    Therefore, my question is as follows:  “DID WE CORRECTLY COMPLETE SCHEDULE A, PART 1, OF OUR 2025 FORM 709’s?”   Thank you in advance for your time, careful review, and detailed response as this has been a significant point of confusion regarding the Form 709 and Instructions!!

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/   When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  This will take you back to the 2025 online tax return. Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

Since you've already deleted the 1099-Q, try deleting the Student Info Worksheet also, then close the program, clear Cache and Cookies, re-open TurboTax and step through the Education section again.   @wturchin2022     

The TurboTax online editions are only for tax year 2025 and cannot be changed.   To complete and file a 2024 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2024 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2024 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.