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Education
The 1099Q was used for tuition and room and board. They are all qualified withdrawals for a 529. I know the room and board cannot be used to towards the education credit. I don't believe he will have an opportunity to claim an education credit since he also received an unexpected scholarship that would have covered some of his tuition. I just saw a message saying that TurboTax will have an update for the room and board by February 28th. Note I have been withdrawing from 529s since 2018. I have documentation in place for each of my kids in separate binders with all expenses and corresponding receipts for these withdrawals. This year has been the most difficult for entering the 529 data. I don't understand why this part of Turbo Tax had to be modified. Should be the same data entry year to year - tuition, books, room and board, and supplies (ie computer, tools, etc) - all qualified withdrawals for a 529. All data that I have entered in previous years. Just frustrating. Not every one qualifies for credits. It is just a bonus if Turbo Tax suggests it.