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Education
Assuming the student is your dependent and you are the recipient of the 1099-Q:
Enter the 1099-Q before you enter the 1098-T. TurboTax will only give your the R&B screen if it knows you have a 529 plan distribution. Later, in the 1098-T (educational expenses and scholarships) interview, answer yes when asked if you have book expenses. That screen includes the box to enter Room & Board.
March 1, 2023
6:52 PM