deasserted
Returning Member

Get your taxes done using TurboTax

I couldn't find the pages you mentioned in my desktop Premier version, but I believe you about TurboTax wanting to see more expenses left. 

 

With help of a TurboTax phone call, we finally figured out I need to use a page in "Expenses and Scholarships" asking me to enter "Books and Materials to attend school".  I had no "books or materials" receipts to enter.  But by changing it to "Yes", it opened a larger list which included "Room and board".  By entering my amounts there, I exceeded the amount of the 529, and then TurboTax gave me the full Education credit.

 

I still feel like TurboTax should not subtract the already-taxed 529 basis when calculating education credits (an error in TurboTax), but I at least had enough other expenses to get past it for this year.

 

Thank you, I'm done now.