in [Event] MetLife & TurboTax Present: the Ask us Anything Forum
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At the screen "Did (student's name) have any of these common situations in 2025", check the box "had education expenses other than tuition".
That will get you a screen, later, "Time to enter (student's name) educational expenses". Enter those expenses at "Optional books and materials from the school".
Room and board (R&B) are not qualifying expenses for a tuition credit or tax free scholrship.
R&B are qualified expenses for a 529 plan distribution. But, you can't enter those room and board expenses yet. This is a known glitch in TurboTax (TT). They are working on it (no announced fix date). The 2025 education and 529 sections appear totally redesigned, from last year.
If they are qualifying expenses for the education credit,
Go to
Select EDIT for the student (pencil)
Continue to "Did you have aby of these common situations in 2025?"
Select "Had education expenses other than tuition"
Continue through to the list of schools (summary screen) and select CONTINUE
Continue to the screen that says "Time to enter education expenses"
Required are books and supplies you HAD TO purchase from the school.
Optional are books and supplies you could purchase from the school, or bookstore, or Online or anywhere.
Enter the expense here, in Optional.
Room and Board is NOT an expense that is entered on this screen. Only expenses that qualify for a credit, such as books and supplies.
As of Friday 02/13, they are aware of the issue. They knew of the online, but not the desktop (didn't think to check???).
It's been 4 days and no update.
Still waiting too.
Good luck!
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