529 Distributions were used, how do I get a deduction for Room and Board? Yes, I entered room and board but tax refund stayed the same.nge.

[markjb]

Hi,  I loaded a 1099-Q into Turbo tax with $19,000 Gross Distribution (box 1)   and I loaded Earnings $5,300  (box 2).   I also loaded 1098-T box 1 qualifying Tuition  $8,500.00,  Books Expenses loaded at $0.00.   I STOP and see my Federal tax refund = $2000.      When I load Room and Board  $11,880.00..... my federal refund is the same = $2000.      The room and board was paid for with the Gross 529 Distribution isn't some of it tax deductible.    Reference:    Turbo Tax:

The one exception is if room and board was paid for with a Coverdell ESA or 529 plan distribution.    YES it was above.   In that case, the cost can be deducted from the taxable portion of the distribution.

[ThomasM125]

If there was any taxable distributions from your 529 plan, the room and board expenses would reduce the taxable amount. It may be necessary to enter the form 1098-T information first before you enter the 1099-Q information in TurboTax. I suggest you try deleting the form 1099-Q entry and then re-enter it.