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  You can't enter those room and board expenses yet. This is a known glitch in TurboTax (TT). They are working on it.   The 2025 education and 529 sections appear totally redesigned, from last year.   Post from an Employee Tax Expert, Tuesday Feb 10,  at another thread, on this same topic:  "This is currently being investigated and we are informed that the issue should be fixed during the upcoming update this Friday, February 13.  Please check back after February 13 to confirm whether or not you are still having issues with this."   At the screen "Did (student's name) have any of these common situations in 2025", check the box "had education expenses other than tuition".          That will get you a screen, later, "Time to enter (student's name) educational expenses". Enter those other expenses at "Optional books and materials from the school".   _______________________________________________________________________________________________  Here's a post on the five main points on the  1098-T: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114 ___________________________________________________________________________________________ Qualified Tuition Plans  (QTP 529 Plans) Distributions General Discussion It’s complicated. For 529 plans, there is an “owner” (usually the parent), and a “beneficiary” (usually the student dependent). The "recipient" of the distribution can be either the owner or the beneficiary depending on who the money was sent to. When the money goes directly from the Qualified Tuition Plan (QTP) to the school, the student is the "recipient". The distribution will be reported on IRS form 1099-Q.  The 1099-Q gets reported on the recipient's return.** The recipient's name & SS# will be on the 1099-Q. Even though the 1099-Q is going on the student's return, the 1098-T should go on the parent's return, so you can claim the education credit. You can do this because he is your dependent. You can and should claim the tuition credit before claiming the 529 plan earnings exclusion. The American Opportunity Credit (AOC or AOTC) is 100% of the first $2000 of tuition and 25% of the next $2000 ($2500 maximum credit). The educational expenses he claims for the 1099-Q should be reduced by the amount of educational expenses you claim for the credit. Room and board (R&B) are also qualified expenses for the 529 distribution, but not the AOC (R&B are also not qualified expenses for a scholarship to be tax free). But be aware, you can not double dip. You cannot count the same tuition money, for the tuition credit,  that gets him an exclusion from the taxability of the earnings (interest) on the 529 plan. Since the credit is more generous; use as much of the tuition as is needed for the credit and the rest for the interest exclusion. Another special rule allows you to claim the tuition credit regardless of whose money was used to pay the tuition. In addition, there is another rule that says the 10% penalty is waived if he was unable to cover the 529 plan withdrawal with educational expenses either because he got scholarships or the expenses were used (by him or the parents) to claim the credits. He'll have to pay tax on the earnings, at his lower tax rate (subject to the “kiddie tax”), but not the penalty.   Total qualified expenses (including room & board) less amounts paid by scholarship less amounts used to claim the Tuition credit equals the amount you can use to claim the earnings exclusion on the 1099-Q.  Example:   $10,000 in educational expenses (including room & board)    -$3000 paid by tax free scholarship***    -$4000 used to claim the American Opportunity credit  =$3000 Can be used against the 1099-Q (on the recipient’s return)   Box 1 of the 1099-Q is $5000 Box 2 is $2800 3000/5000=60% of the earnings are tax free; 40% are taxable 40% x 2800= $1120 There is  $1120 of taxable income (on the recipient’s return)   **Alternatively; you can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. Again, you cannot double dip!  When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records, in case of an IRS inquiry. On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution."  ***Another alternative is have the student report some of his scholarship as taxable income, to free up some expenses for the 1099-Q and/or tuition credit. Most people come out better having the scholarship taxable before the 529 earnings. A student, with no other income, can have up to $14,600 of taxable scholarship (in 2024) and still pay no income tax.     

@wagilmore    IF you have some 1099-R forms from pensions, or 401ks, 403bs, 457 accounts (but Not for IRAs) , where box 2a was somewhat lower that box 1 , due to after tax contributions  ( But Not if box 2a is blank, or marked "undetermined"   See the following post: Solved: Re: 1099-R Pension Income Box1 & 2a not the same  

Wait until the state fully processes your return as they may correct your return without needing to amend.   The amendment tax forms will be available later this month, so come back then if you still need to file the amendment.  

that's correct, think of backdoor Roth as 2 separate transactions - (1) the non-deductible contribution; (2) a Roth conversion.  You can backdate the contribution to prior tax year, but the conversion will apply to the current calendar year - so you'll get a 1099-R next year for the $300.   when you file for 2025 you would put in a $7000 contribution and also follow the questions about how much of it was contributed this year for 2025.  your 1099-R will show a conversion for $6700 on the 8606, the end result should be a tax-free conversion of $6700 and you will have a basis carryover of $300 which will apply for your 2026 taxes.   the contributions are limited but the conversions are not, so say you do a backdoor this year for $7500 and do it all this year, then on your 8606 for 2026 you will have a basis carryover of $300 plus the $7500 contribution, for a total basis of $7800, and your 1099-R(s) will reflect a total Roth conversion of $7800 also.

If the 1099‑R is for removal of excess contributions + earnings, you always check the corrective distribution box — whether you:   Entered it manually, or Imported the 1099‑R from Fidelity, Vanguard, Schwab, etc. The box is about the type of distribution, not how you entered it.   @jackkgan 

First, start from the TurboTax website Go to turbotax.intuit.com Choose File → Start for free When asked what you want to do, select anything that involves: Investments Rental property Stock sales Crypto ESPPs TurboTax will automatically route you into Premium (or offer the upgrade).