Hal_Al
Level 15

Education

Yes. First enter the 1099-Q, under 529 distributions. Then enter educational expenses, at the ed expense section, including room & Board. TurboTax will apply it to the 529 distribution.

To get the screen to enter Room & Board, answer yes when asked if you have book expenses.

If you also intend to claim a tuition credit, see more detail below on how to coordinate the two tax benefits.

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