To report the room and board, you must first enter the 1098-T and the 1099-Q as they are reported to you. After you have entered them:
- Go back into your 1098-T by clicking Edit/Add next to Federal > Deductions & Credits > Education > Expenses and Scholarships (Form 1098-T)
- Click Edit next to the student's name.
- Click Edit next to Other Education Expenses.
- Answer Yes to Did you pay for books or materials to attend schools and enter the amount on the Room and Board line.
TurboTax should properly apply your 1099-Q withdrawal to the room and board first in order to maximize the education credit you are eligible for.
