Paying Room & Board w/ 529 funds

[H4T3m4t2]

It's stated that Room & Board aren't qualified expenses, except if they're paid with funds from a 529 or similar account.  Where would I enter what was paid with the 529 to take advantage of Room & Board fees counting as actual qualified expenses?  It's not included on the 1098-T.  And under the Education Summary section where you can enter in the actual Room & Board fees, it doesn't make a difference, credit-wise, by entering it here.  Also, living on campus was mandatory for the students to attend the college.  Thanks in advance for any help with this.

[AmyC]

If you are required to file the 1099-Q due to taxable income, then you will enter the room and board after entering books. If the full 1099-Q was used on qualified expenses like room and board, tuition, books, etc - then you do not enter the 1099-Q nor do you need to enter the room and board.

You may be able to claim an education credit with the 1098-T and some number manipulating. Here is another post of mine with a 1099-Q, a 1098-T and a tax credit.

IRS Publication 970, Tax Benefits for Education states:

If the entire 1099-Q went to qualified expenses, room and board, tuition, etc then you do not need to enter the form. Tuition paid for the first 3 months of the next year also qualify, see page 12, What Expenses Qualify, and page 52 for qualified distributions.

[Hal_Al]

As AmyC said, if the 1099-Q is fully covered by expenses, including r&b, then the simple thing to do is just not enter the 1099-Q. It is only an informational document and is not required to be entered. When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms.

That said, under the Education Summary section when you can enter in the actual Room & Board fees, although it doesn't make a difference, credit-wise, the r&b entry is applied to the 1099-Q, if you entered the 1099-Q.