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Education
Note the "trick". You have to answer yes to the did you buy books question to get the box to enter room & board. Yes, frustrating!
Alternatively; you can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records.
‎January 29, 2021
11:15 AM