KurtL1
Expert Alumni

Education

When you are entering your education expenses you will be asked if you used a 529 plan to pay for the expenses. If you answered YES, in the next couple of screens you will be given the opportunity to enter the Room and Board expenses.

 

To enter the education expenses, you would:

  1. Enter education expenses in the Search Magnifying Glass in the upper right hand corner of the screen.
  2. Select Jump to education expenses
  3. Answer the questions on the screens.
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