This education expenses / room & board issue prompted me to switch to TaxFreeUSA after 25+ years with TurboTax. An occasional glitch is acceptable; having to wait weeks for a resolution is not . . . and what a revelation the switch has been! First, there's no room & board issue. Moreover, TaxFreeUSA's interview process does a good job advising on taxable vs nontaxable 529 withdrawals vis-à-vis education credits. Overall, TaxFreeUSA's system is more streamlined and significantly cheaper ($17 vs $100+ for federal and state). You can also pull over most-to-all of your data by uploading last year's return. For me, it was a simple drag-and-drop of a PDF file, and I was ready to go. Finally, I was concerned about its ability to handle our somewhat complex tax situation (W-2s, pension, crypto, self-employed income / expenses, capital gains, 529s / 1098-Ts, education credits), but there were no problems. If you're tired of waiting, give it a shot.
