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Education
I just encountered the exact same problem. When I got to the part that it allowed us to enter the amount for books - I simply clicked on the "forms" (so I was no longer in the step by step mode) - and it actually allowed me to enter the amount of room and board on the correct line (I believe it was line 6) - and then it gave me proper credit against the amount distributed from the 529 reported on the 1099-Q.
‎February 6, 2026
7:52 PM