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2 replies

SharonD007
March 22, 2024

We'd love to help you complete your tax return, but need more information. Can you please clarify your question? What are you doing and what screen are you on?

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Hal_Al
Employee
March 22, 2024

Room and board (R&B) are not qualified expenses for a tuition/education credit.  R&B are qualified expense for a 529 Plan or ESA distribution.  As such, TurboTax will not allow you to enter R&B unless you first enter your 1099-Q. 

 

First enter the 1099-Q, so that TT knows that you have a 529 distribution (otherwise it won't give you the room & board [R&B] screen).  Enter the R&B expenses later at the educational expenses section. To get the screen to enter Room & Board, answer yes when asked if you have book expenses.