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Education
If you're using a Desktop version, try doing it in forms mode, it's a little more robust and easier to break down expenses than the lackluster interview. Find the "Student Info Wk" under the Dependent Worksheet. Scroll down through that and you can enter your expenses where you want to, and ensure it balances out to show no taxable value of the 529 distribution. Room and Board I put on line 6 in the first column. In the end nothing ends up getting reported on your submitted return (if they're all qualified expenses), but I like to make sure everything is balanced and entered correctly in my records too.
March 3, 2025
2:56 PM