billko
New Member

Education

I am following the EZStep process on turbotax premier to fill in my student daughters tax forms, and have entered the 1099-Q first and then the 1098-T.  Even though I was asked to fill out the room and board info, it is still treating the 529 distribution portion used for the room and board as taxable (even though the 529 distribution was less than the 1098-T Payments minus the scholarships plus the room and board amount).  I did try to delete both the 1098-T and the 1099-Q and walked through it again.  Is there a fix for this bug, or another way to fix it?