Hal_Al
Level 15

Education

As previous comments have said, if your 529 distribution is fully covered by expenses, including room and board, just don't enter the 1099-Q in TurboTax (TT).  It's too complicated.

 

That said,  to get the screen to enter Room & Board (R&B), first enter the 1099-Q before you enter the 1098-T and expenses (TT must be told you have a 529 distribution or it won't let yo enter R&B). In the 1098-T/educational expenses section,  answer yes when asked if you have book expenses (R&B will be on the same screen as books).