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Enter at Educational Expenses and Scholarships, under Deductions and credits (not the income section). After answering no to having a 1098-T*, answer yes to qualifying for an exception (that gets you to the entry screens). You will have to go thru the whole education interview to get to the scholarship screen. At the scholarship screen, enter the amount of the grant. When asked if any was used for room and board, answer yes. Then enter the amount you want to be taxable (usually all of it), in the pop up box. R&B are not "qualified educational  expenses".  So, this is how you tell TT that it is taxable. Note the wording at that screen “or other expenses”. You didn’t have to literally use the scholarship for R&B.  This will put it on line 8r of Schedule 1 (this line was added in 2022).   *If you do have a 1098-T, one of the follow-up questions will be do you have any scholarships not shown on the 1098-T. Enter the additional scholarship/stipend there.  

If you are preparing your returns together with a spouse, then both returns are in the same file, so both will be using the same version of TurboTax.   If you don't want to use the same version as your spouse, you can prepare your returns separately.  

Q. Are my assumptions correct? No taxes. A. Yes, in both cases.    I didn't re-do the math for son 1, as your revised numbers didn't change anything.* For son 2, I don't see where your $28, 876 comes from. But, it doesn't matter.   $16,929 + 8008 + 1298 = 26235 - 2500 -4000 = 19,735.  That results in about $42 of reportable income.  Since he has no other income, he does not need to file. So, no tax (and no penalty since the scholarship/credit exception applies).    *Technically, you may not be able to use the $8,162 rent  you paid. For off campus living you use the lesser of your actual cost or the school's "allowance for cost of attendance" (basically what on campus residents pay). 

My refund was delayed. Direct deposit was setup. Afer resolution, the IRS decided to mail a paper check. They have rules but no one to know what they are. @shipnout    " mailed check when there is a $0 tax liability?" if you're saying your tax was Zero, but your refund was over $10,000, that might trigger a paper check after review by IRS. How did that happen ??

@SRJ65420    Even though it shows up as income on the first page,if you have capital gains or qualified dividends the tax is not taken from the tax table but is calculated separately from schedule D.  The tax will be calculated on the Qualified Dividends and Capital Gain Tax Worksheet.  It does not get filed with your return.    See this FAQ https://ttlc.intuit.com/community/forms/help/form-1040-line-11-amount-is-less-than-standard-irs-tax-table/00/25752   In the online version you need to save your return as a pdf file and include all worksheets to see it.   For the Desktop version you can switch to Forms Mode and open the worksheet to see it.  Click Forms in the upper right (upper left for Mac) and look through the list and open the Qualified Dividends and Capital Gain Tax Worksheet.  

Thank you for your response.   In this case the 1099-K is not from either a farm or for business. It is from the water utility company co-op that provides water to our personal home. They were bought out by a bigger company and part of the sale money was disbursed to home owners who pay for water with this company. None of these options apply to me:   Self-employed business (Schedule C) Farm (Schedule F) Farm Rental (Form 4835 Business Credit AMT adjustment   And so I must choose "None of the Above", but when I do that, it goes back to the Your Income and Expenses page, without asking further questions.   Is this a case of "came from property purchased for personal use?" and does not need to be reported? My understanding is that it was taxable. Any ideas?

As AliciaP1 posted previously, When you're entering your K-1 you will mark you have info in Box 14 as well as any others you may have info in.  When you progress through the separate screens for the boxes you will get lines with dropdown lists that are identified by the alpha codes showing on your K-1 as well as any other codes that are available for that box.  You just need to choose the matching code and then enter the amount that shows on your K-1. TurboTax will handle reporting the amounts from Schedule K-1 Box 14 on the appropriate forms in your Form 1040 return.   @sarahc9487