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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
Employee Tax Expert KarenL ‎Posted March 13, 2025
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In the Education section, I entered 1099-Q first and then 1098-T. Though there was a check box in the step-by-step that asked whether 529 funds were used to pay loan, there was never a request for amount. So, how does Turbo tax know how much of 529 f... read more
TaxHead ‎Posted yesterday | Latest post an hour ago by Hal_Al
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I have a 529 account for my daughter where I am the recipient and she is the beneficiary. I do not qualify for any of the educational credits but need to enter the expenses (room and board) and tuition to show that I didn't over draw on 529 funds in ... read more
bartzda67 ‎Posted Friday | Latest post yesterday by WanderingEarthMagnet
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CP1973 ‎Posted Monday | Latest post yesterday by MaxA1
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Son turned 24 in August 2025. Graduated May 2025. We used 529 for his Tuition/Room/Board. He was also on our ACA Medical. Now Turbo Tax says he is not a dependent. What do I do?
dreon1994 ‎Posted yesterday | Latest post yesterday by Hal_Al
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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
cdean2 ‎Posted Saturday | Latest post yesterday by anonymouse1
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Where is the section to enter education expenses? It only asks for expenses paid directly to school and that you can add additional expenses later but that option never comes up. We have expense to add but no where to input them.
user17699800286 ‎Posted a week ago | Latest post yesterday by MaxA1
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The software gives me an error saying cannot upload 1098-t because household too large. Can Intuit fix this glitch. I can't believe I can't finish my taxes because of this. Also, why is number of dependents, connected to entering a child's 1098-t fro... read more
Jhatgas ‎Posted yesterday
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When I enter the 1099-Q info, TT is saying that we have $8500 of taxable income, but it clearly has not taken into account nearly $13K of room and board (because there has been no prompt to enter the room and board). All 529 distributions were to my ... read more
Jeff_H ‎Posted March 4, 2024 | Latest post yesterday by Hal_Al
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Where do I enter qualified education expenses tied to 529 plan distribution.
corksonya ‎Posted yesterday | Latest post yesterday by Hal_Al
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