Thank you, Dawn, for the information you provided. Very helpful.
Yes, I did complete 1098-T and there are no questions or issues with this.
Again, the confusion I had is that the TurboTax software is not correctly pulling all the appropriate categories of expenses to show them as as "Qualified Higher Education Expenses" in cell 2c of the 1099-Q worksheet. As a result, the software was showing that some of the 529 withdrawals were taxable and therefore the amount of tax I owed was much higher than was expected. As a result, I have now had to artificially increase the Room & Board expenses shown in the software to account for the fact that the other allowable categories such as Tuition are not being included in cell 2c (i.e. to make the total amount of Qualified Higher Education Expenses to be correct in cell 2c, I have had to enter in the software all the expenses under Room & Board).
