markjb
Returning Member

Education

Thanks for your response,   I prepared two tax returns using Turbotax Premier Desktop yr 2021.  

 

Return #1  I did not enter the 1099Q and 1098T and $0 Room and Board.     

Return #2  I entered 1099Q, 1098T, and $$ for room and board.  

Turbotax that yielded the same results for both tax returns.

 

I see now that for return #2 one loads  1099Q and 1098T.....and must complete the last section labeled "education information" for this return #2 to calculate the refund correctly.    In my case the 529 plan distributions are less than the eligible education expenses so its best to not enter the 1099Q & 1098T to save time.