Wow, I never saw a screen like that. MarilynG1 (employee tax expert) had posted that you could enter room and board if you indicated that part of the scholarship went to room and board. But I put i...
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Wow, I never saw a screen like that. MarilynG1 (employee tax expert) had posted that you could enter room and board if you indicated that part of the scholarship went to room and board. But I put in the amount of the spring scholarship (which could have been applied to dorm in spring) and still didn't see all these other expenses in your screen shot. And the problem was that our student's full year room and board exceeded her scholarships for the year. I finally filed last night after putting room and board on the People worksheet and seeing it transferred to the Student info worksheet where our 529 distributions (which were less than total educational expenses) were subtracted so our 529 distributions weren't taxable. One thing that tripped me up in filing was the new IP PIN. TT had filled in those fields for the two of us, so I assumed they were correct, but they were old ones that we'd chosen, not ones (randomly) generated by the IRS. So I looked in my tax folder (paper) and found one I'd printed, but had no date on it, it turned out to be the one I used to file last year, so I had to log in to the irs.gov website with ID.me authentication and get one for this year and so did my husband. There was a field for our dependent student's on the TT form, thank goodness it didn't ask for hers, but I'm sure she will need one to file her return to get back what was withheld from her summer and part time jobs.