If the expenses were for yourself, your spouse, or a dependent, then you should get a Form 1098-T for the college expenses. You can enter this along with the associated expenses in TurboTax:
- In the Federal > Deductions & Credits section of your return, scroll down to Education and click Show more.
- Click Start/Revisit next to Expenses and Scholarships (1098-T).
- Enter your 1098-T. After a few screens, you will come to a screen Did you pay for books or materials to attend school? Answer Yes. Any of the education expenses listed are valid uses of the distribution.
If the education savings account withdrawal was not for yourself, your spouse, or your dependent, you would indicate that on the Form 1099-Q page by selecting Someone else not listed here under Who's the student? You will then be able to enter their expenses after choosing their proper education level.
