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Question

I used a portion of our 529 to cover eligible room and board expenses, but I see no place to enter it. Therefore, TT shows that portion of my distribution as taxable.

Forum|Forum|4 years ago
January 22, 2022
2 replies
0 views

Where do I enter my eligible room and board expenses that were paid with my 529, to offset TT saying a portion of my 529 is taxable?

TurboTax Deluxe Online

Employee

To get the screen to enter Room & Board, answer yes when asked if you have book expenses.

If you enter the 1099-Q (for the 529 plan distribution) before your enter educational expenses, that also (usually) prompts TurboTax to ask for room & board expenses.

Employee

This most commonly happens when you do not work through the Education section the way it is designed and intended to be navigated. It will totally skip questions asking if you used the 529 distributions for room and board.