How enter Pell grant as taxable income for 2025 tax year? Not used for room and board.

[Mom5555]

For 2024 tax year, I was able to follow directions from a different post by updating the "Here's Your Education Summary" screen under "Scholarships and Grants (for all schools)." In 2026 Turbotax no longer has this screen for tax year 2025. Also, the grant wasn't used for room and board so I don't want to put the taxable income in the section for room and board. Any help would be greatly appreciated! Thank you! 

[Hal_Al · Accepted solution]

Despite the fact that the grant was not actually used for room and board, you must say that it was, in TurboTax (TT) to get it to make the grant taxable. 

Enter at Educational Expenses and Scholarships, under Deductions and credits (not the income section). After answering no to having a 1098-T, answer yes to qualifying for an exception (that gets you to the entry screens). You will have to go thru the whole education interview to get to the scholarship screen.

If you do have a 1098-T, a follow up question will be "do you have any scholarships not shown on the 1098-T". Then you will be asked if any of it was used for room and board (R&B).  Enter the amount you want to be taxable. .  R&B are not "qualified expenses".  So, this is how you tell TT that it's taxable. Note the wording at that screen “or other expenses”. You didn’t have to literally use the scholarship for R&B.

[Mom5555]

Thank you very much for the confirmation!