How or where do I correct Turbo Tax's inclusion of my Qualified Charitable Distribution in its summary of my "Taxable IRA Distributions?"

[DaveF1006]

 Here is how to visit or revisit the section where this appears.

1. Go to Wages & Income > Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R). 
2. Click Edit next to the specific 1099-R that includes the charity transfer.
3. Check that the IRA/SEP/SIMPLE box is marked and that the Box 7 Code is correct (usually 7 or 4, and starting in 2025/2026, sometimes Y).
4. Continue through every screen after the 1099-R entry. Do not stop until you see a screen titled "Do any of these situations apply to you?" (or similar). 
5. Check the box that says "I transferred all or part of this money directly to a charity."
6. TurboTax will then ask: "How much of this distribution was transferred to a charity?" Enter the specific dollar amount here.

Step 2: Verify the Correction on Your Return

TurboTax summaries can be misleading because they often show "Gross Distributions" as a lump sum. To see if it‌ worked, you must look at your Form 1040:

• Line 4a (IRA Distributions): This will show the total amount distributed (including the QCD).
• Line 4b (Taxable Amount): This should show only the portion you kept. If the entire amount was a QCD, this line should be $0.
• The "QCD" Notation: TurboTax should automatically print "QCD" next to Line 4b.

[jacobsoo]

Thanks for your reply. Got through Step 1, but don't know how to check it by accessing the 1040 form on Turbotax online version.

[AnnetteB6]

You can view your 1040 tax return and the supporting three schedules in the online version of TurboTax using the steps below:

1. On the left menu, scroll down to Tax Tools.
2. If necessary, click the side arrow and select Tools. 
3. A box will appear in the middle of the screen.
4. Select View Tax Summary.
5. A tax summary will appear.
6. On the left side menu bar select Preview My 1040.
7. This will bring up a copy of your 1040 Tax Return.
8. If you continue to scroll down, Schedules 1, 2, and 3 are available if they are required.

@jacobsoo