Student Loan & Education Tax Topics

Education

Education: Deductions, Credits, and Answers

There’s no doubt about it, education tax benefits can make a huge difference in your refund. The American Opportunity Tax Credit (AOTC) typically offers the largest tax break. But if you don’t qualify for that, there’s always the Lifetime Learning Cr... read more

Room and Board Expenses Not Able to be Applied Against 529 Disbursements Reported on 1099Qs

After being a long-time patron, here's why I will no longer be using TurboTax software: 1. the 2025 tax software does not have any place where one can put expenses for room and board to offset 529 distributions (as reported on the 1099Q form).2. I co... read more

I haven’t filled my 1098-T tuition forms since 2022. Can I file for this year and the years since 2022?

Can anyone help me understand why simple 529 plan fund transfer to another 529 plan program turns out taxable income?

I transfer the whole amount from Washington state GET to 529 plan in 60 days. This is direct trustee to trustee transfer, but TurboTax shows taxable income. 'Trustee-to-trustee transfer' option checked, but changed my taxable income. Why is it?

Unknown entry on 1099-R Suymmary

TurboTax 2025 Form 1099-R Summary (Form 1099-R Smart Worksheet) has entries for IRA distributions on lines 1, 2, 5, 8, and 10; Pension and Annuity entries on lines 22, 25, 26, 32a, and 32d; and Tax Withholding entries on lines 37 and 38. All above ha... read more

1099Q Box 2 & 3 are blank

Today I was trying to input one of my children’s 1099Q’s. I have 4 children and have been receiving these forms for a decade. NEVER has there been amounts in box 2 and 3 for basis and earnings. NEVER has Turbo Tax required those amounts. Turbo Tax fi... read more

why TurboTax does not show "room and Board" for education expense? I have inputed 1099-Q and 1099-T, but the "Room and board" question/section never showed up.

I have inputed 1099-Q and 1099-T, but the screen a screen that asks: "Did [Child's Name] pay for books or materials to attend school?" never showed up. As a consequence, i cannot input the "Room and board" . how to make it to show this screen/section... read more

If we don't claim our student as a depedent, why does she receive an education credit?

My student received scholarships that covered all of her tuition last year and she paid about $1800 out of pocket for room and board. She worked through a paid coop, so she made $38,000. I wanted to see how TurboTax will calculate her taxes if we don... read more

Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals.

Background. I have had 529 plans for my daughters for 25 years and have used Turbo Tax for about 30. The last 10 years I have entered qualified education expenses from 529 withdrawals into Turbo Tax with no big issues. This year, I input the 1099-Q i... read more

Turbotax 2025 - 529 distribution (1099Q) and 1098T form

Please help with my questions below: My son (who I claimed as a dependent) has received his 1099Q (25K, under his name from 529 distributions paying his college directly) and 1098T (25K, also under his name). I have received my own 1099Q for $2K (fro... read more

how to add form 8863

Why did I not get the extra $6000 Senior deduction? Im well below the income threshold

Is it only if you are claiming social security benefits?

College Expense

Hi, I am unable to find a place in my Turbo tax Premier 2025 to enter college expenses not paid directly to a college. I notice some posted stated that it is a bug, please help me to confirm this and when will this bug get fixed. Thank you.

1099-Q - Do I have to put the information on my taxes?

Do I need to put the 1099-Q information on my taxes? The education expenses are greater than the amount withdrawn, but TT keeps taxing part of my 529 distribution, even if I do not take an education credit (which they say is double dipping). I have t... read more

Where can I enter room and board expense for my college? I am a full time student. The turbo tax application does not allow me to enter this expense.

Top Contributors

User

Count

122

Meet your expertsAll Experts >

Employee Tax Expert

EA , Master's of Taxation

Employee Tax Expert

I am in my 13th season as a tax professional and my 10th season as an enrolled agent

Employee Tax Expert

Technical tax professional, Certified Public Accountant, happy to help.

Employee Tax Expert

Enrolled Agent with 13 years of experience helping individuals and business owners navigate the tax code. I en...

Employee Tax Expert

Spotlight

Tax Questions: Who's Your Expert?

Home Office: Pros, Cons, & Taxes!

New Tax Deductions & Changes - One Big Beautiful Bill Act (OBBBA)

Expert does your taxes

Do it yourself

Resources

Support

Featured Topics

Education: Deductions, Credits, and Answers

Room and Board Expenses Not Able to be Applied Against 529 Disbursements Reported on 1099Qs

I haven’t filled my 1098-T tuition forms since 2022. Can I file for this year and the years since 2022?

Can anyone help me understand why simple 529 plan fund transfer to another 529 plan program turns out taxable income?

Unknown entry on 1099-R Suymmary

1099Q Box 2 & 3 are blank

why TurboTax does not show "room and Board" for education expense? I have inputed 1099-Q and 1099-T, but the "Room and board" question/section never showed up.

If we don't claim our student as a depedent, why does she receive an education credit?

Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals.

Turbotax 2025 - 529 distribution (1099Q) and 1098T form

how to add form 8863

Why did I not get the extra $6000 Senior deduction? Im well below the income threshold

College Expense

1099-Q - Do I have to put the information on my taxes?

Where can I enter room and board expense for my college? I am a full time student. The turbo tax application does not allow me to enter this expense.

Unlock tailored help options in your account.

Get more help

Ready to start your taxes?

Do you have a TurboTax Online account?

Featured Topics

Unlock tailored help options in your account.

Get more help

Ready to start your taxes?