Cannot enter qualified expenses to offset a QTP 1099 distribution, the program allows this for elementary/secondary but not college.

[taxdad3]

Hi, I have read all of the posts for this topic and TT will still not give me the screen to put in qualified college expenses like room and board.  We don't qualify for either of the education credits due to our MAGI.  How do I get that screen to appear? It was there last year, but not in the 2025 version, very frustrating.

Thanks, 

[SharonD007]

Your experience has been forwarded to our TurboTax developers and they are working on a resolution. Thank you for bringing to our attention.

Here's additional information regarding 529 Plan distributions.

The 529 distribution (reported on Form 1099-Q) only needs to be reported on the tax return of the person whose SSN is on the form if the withdrawal is more than the tuition paid in Box 1 of the 1098-T plus other adjusted qualified educational expenses. In that case, the earnings on the excess distribution would be taxable income.

First, determine if the Form 1099-Q needs to be reported on the tax return by comparing the withdrawal with the tuition paid on the 1098-T added to other qualified educational expenses. To find out what are qualified educational expenses, review the IRS Tax benefits for education: Information center. Refer to the TurboTax articles Guide to IRS Form 1099-Q: Payments from Qualified Education Programs and What is IRS Form 1099-Q? for further details.

Secondly, enter the 1099-Q if the withdrawal exceeds the educational expenses by following the directions in the TurboTax Help article Where do I enter a 1099-Q?

When the student's school expenses are paid with these funds, you can't claim a tuition deduction 

or either of the educational tax credits for the same expense.