Because room and board is not usually a deductible expense, there is a workaround to entering the information if you have a Coverdell ESA or Section 529 plan taxable distribution.
- First, enter the form 1099-Q into TurboTax in the 529 distribution screen.
- This can be found by searching for "529" in the search box.
- Click the jump to 529 link.
- Second, enter the room and board expense while entering the rest of the educational related expenses in the education expenses screens.
- This can be found by searching for "1098-T" in the search box.
- Answer the applicable questions.
- Once you get to the Did _____ Pay for Books or Materials to Attend School? screen, click yes
- Enter the room and board expenses in the box next to Books and materials required to be purchased from the school (as shown in the attached screenshot)
https://ttlc.intuit.com/replies/3302307
