Go through the entire education interview until you reach a screen titled "Your Education Expenses Summary". Click edit next to the student's name. That should take you to a screen “Here’s your Education Summary”. Click edit next to “Education Information”. When you get to the screen titled “Amount Used to Calculate Education Deduction or Credit”, verify the amount you want to use ($4000) or change it. You may reach that screen sooner.
Room and board, as well as books and computers are also qualified expenses for the 529 distribution. Be sure to enter them too. You may claim board (but not room) even if the student lives at home.
