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Get the free 1996 Form 8815. Exclusion of Interest From Series EE U.S. Savings Bonds Issued after...

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Form 8815 Exclusion of Interest From Series EE U.S. Savings Bonds Issued After 1989 (For Filers With Qualified Higher Education Expenses) Attach to Form 1040 or Form 1040A. See instructions on back.
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How to fill out 1996 form 8815 exclusion?

01
Gather all necessary information and documents, such as your Social Security number, income statements, and any relevant tax forms.
02
Begin by providing your personal information in the designated fields, including your name, address, and filing status.
03
Enter the correct tax year for which you are filling out the form.
04
Follow the instructions on the form to accurately report your income and identify any qualified education expenses.
05
Calculate the amount of the exclusion by referring to the provided instructions or consulting a tax professional if needed.
06
Double-check all information provided to ensure accuracy and complete all required fields.
07
Sign and date the form before submitting it to the appropriate tax authority.

Who needs 1996 form 8815 exclusion?

01
Individuals who have incurred qualified education expenses during the tax year.
02
Taxpayers who are eligible to exclude a portion of their income related to such expenses.
03
Those who want to reduce their taxable income by claiming the education exclusion offered by form 8815.
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Form 8815 exclusion is used to exclude interest income from series EE and I U.S. savings bonds when used for qualified higher education expenses.
Individuals who received interest income from series EE and I U.S. savings bonds and used it for qualified higher education expenses may be required to file form 8815 exclusion.
To fill out form 8815 exclusion, you need to provide information such as your name, social security number, the amount of interest income from savings bonds, and the amount used for qualified higher education expenses.
The purpose of form 8815 exclusion is to allow taxpayers to exclude interest income from series EE and I U.S. savings bonds when it is used to pay for qualified higher education expenses.
On form 8815 exclusion, you must report your personal information, the amount of interest income from savings bonds, and the amount used for qualified higher education expenses.
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