Yes, you must enter the information from the 1099-Q and the qualified education expenses into TurboTax.
Since we guarantee the maximum refund or minimum tax liability, the program requires you to enter both the 1099-Q and the qualified education expenses. Unless you enter the information into TurboTax, the program can't make the necessary calculations to know that you used it for qualifying education expenses greater than or equal to the distribution.
Not sure which "other Turbo Tax experts have indicated it is not necessary to include this information". When you complete the interview and confirm that the "qualified expenses" exceed the 529 distribution, it will be shown on a Education Expenses Worksheet. That worksheet is not filed with your return, but kept with your records. Unless the amount distributed from the 529 exceeded the amount of qualified expenses (broader definition for 529 than AOC or LLC), it just doesn't appear as taxable income on your return.
You said you were not sure about the other Turbo Tax experts who opined on this. Here is a link to the answer provided by TurboTaxJaimeG, E.A. Tax Advice:
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/3711701-shouldn-t-room-and-board-be-considered-a-qualified-educati...
He states: “If you are sure that your Distribution was less than or equal to the amount of Qualified Education Expenses (such as Room and Board), you don't have to report any information from the 1099-Q or in regards to the 529 distribution to the IRS. It may sound strange, especially with the IRS, but you don't have to Substantiate the distributions from this account unless they were greater than you Qualified Education expenses. So basically if you didn't spend less than you received you do not enter anything into TurboTax….”
I also spoke with Katherine N. CPA, CPC, PMP of Turbo Tax who agreed that neither distribution information nor qualified expenses need be entered unless the distributions exceed the qualified expenses (adjusted qualified expenses to be sure).
These two answers appear to be conclusive, in particular because Turbo tax does not pass on the distribution or qualified expense information to the IRS for the case in my opening question where the distributions do not exceed the qualified educational expenses.