I have a 529 account for my daughter where I am the recipient and she is the beneficiary. I do not qualify for any of the educational credits but need to enter the expenses (room and board) and tuition to show that I didn't over draw on 529 funds in 2025.
Last year 2024 when doing the 1098T forms, when you clicked the "yes" to the question did you pay for books and materials to attend school. it opened up an entire new section on the same screen that allowed me to enter the total room and board I paid so I could show tuition and room/board were more than what I took out of my 529 and I had no tax liability on my 529 withdrawals.
This year in 2025 TT, when I get to the screen that says "Time to enter <name> educational expenses", there is no way I see to get to another screen that allows me to enter Room and Board Expenses - just required books and material from the school" with a spot to enter an amount and a second question on optional material with a spot to enter an amount. There is no way I see to enter Room and Board costs. I've had to enter RB totals on the "required materials" amount, but that then is putting the expense on line 3 (books supplies... ) of the Student Info worksheet and not line 6 (room and board). I do not see anywhere or any way to get to the screen that asks me about other expenses that qualify for 529 coverage.
Need help to understand what I am missing here.....
I am using TT Premier 2025 Desktop edition
