maglib
Level 11

Education

To the extent a 1099Q is used for qualified education expenses which for 529s does include room & board, you don't even need to report the 1099Q at all.  There is no workaround. TT handles this scenario 100%. You just must work the interview correctly in order. After entering the 1099Q, during the education interview, you enter the education expenses and it will ask you about room & board costs.  Again, if the 1099Q isn't taxable income, you don't need to report it at all, just don't claim the education expenses paid with the 1099Q so you won't double dip.  Neither the 1098-T nor the 1099Q are required to be reported unless the create taxable income or you want to qualify for deducting education expense.
**I don't work for TT. Just trying to help. All the best.
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I am NOT an expert and you should confirm with a tax expert.