Education

Enter your 1098-T and your 1099-Q, then go to Forms.  Look for the Student Info Wks right under the Dependent Wks.  Scroll down to Room and Board and enter the amount there.  If you are claiming the AOTC or Hope credit, look at line 19 and put in the amount of the tuition you want to apply to the credit (maximum of $4000 - you can enter more, but it won't get you a larger credit and will make your 529 withdrawals taxable - for some reason mine was set to $10,000!).  The tuition, scholarships and the 529 distributions should already be in there from the interview process but check that the numbers are correct.  Save the file while still in Forms, then switch back to Step by Step and make sure that nothing has changed.  I did find that when I opened the file again that Room and Board *or* the amount applied to credit had been changed from when I saved them, so I'm not confident yet that they would be e-filed correctly.  I hope they fix this soon since it's the last part I'm waiting on to file.