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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. OMB No. 1545-1173 1998

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How to fill out form 8815 - IRS?

01

Begin by gathering all the necessary information and documents required to complete form 8815. This includes details such as the taxpayer's personal information, income information, and information related to the education expenses being claimed.

02

Carefully review the form's instructions provided by the IRS. These instructions will guide you through the process of completing the form accurately.

03

Start by entering the taxpayer's personal information in the designated sections of the form. This includes their name, Social Security number, address, and other relevant details.

04

Proceed to report the income information that is applicable to the taxpayer's situation. This may include reporting wages, interest income, dividends, or any other sources of income specified by the IRS.

05

Enter the details of the educational expenses being claimed on the form. This usually includes reporting the qualified education expenses paid during the tax year and verifying that any tax-free educational assistance received has been subtracted accordingly.

06

Review the completed form for any errors or omissions. Ensure that all information provided is accurate and supported by the appropriate documentation.

07

Sign and date the form in the required sections. If the form is being filed jointly, make sure both spouses sign the document.

08

Attach any necessary supporting documents as instructed by the IRS. This may include proof of educational expenses paid or any other documentation required to substantiate the information provided on form 8815.

09

Keep a copy of the completed form and all supporting documents for your records.

Who needs form 8815 - IRS?

01

Taxpayers who have incurred eligible education expenses during the tax year may need to file form 8815 to claim the Education Savings Bond Program.

02

Individuals who have purchased qualified U.S. savings bonds and meet the necessary criteria may use this form to exclude a portion of the interest earned from their gross income.

03

Taxpayers who wish to take advantage of the tax benefits provided by the Education Savings Bond Program, as outlined by the IRS, should complete form 8815 when filing their federal income tax return.

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What is form 8815 - irs?

Form 8815 - irs is a tax form used by taxpayers to report interest income received from United States savings bonds and Treasury obligations.

Who is required to file form 8815 - irs?

Taxpayers who have received interest income from United States savings bonds or Treasury obligations exceeding $1,500 in a tax year are required to file form 8815 - irs.

How to fill out form 8815 - irs?

To fill out form 8815 - irs, you will need to provide your personal information, details of the interest received, and calculate the taxable portion of the interest using the provided instructions. The completed form should be attached to your tax return.

What is the purpose of form 8815 - irs?

The purpose of form 8815 - irs is to report and calculate the taxable interest income received from United States savings bonds and Treasury obligations.

What information must be reported on form 8815 - irs?

Form 8815 - irs requires the taxpayer to report their personal information, details of the interest income received, and calculate the taxable portion of the interest.

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