Get the free 2016 Form 8815. Exclusion of Interest from Series EE and I U.S. Savings Bonds Issued...

Caution: DRIFTNET FOR FILING This is an early release draft of an IRS tax form, instructions, or publication, which the IRS is providing for your information as a courtesy. Do not file draft forms.

How to fill out 2016 form 8815 exclusion

How to fill out 2016 form 8815 exclusion:

1. Gather all necessary information and documents related to your situation, such as income statements, investment documents, and other relevant paperwork.
2. Start by filling out the basic information section of the form, including your name, address, and Social Security number.
3. Determine your eligibility for the exclusion by reviewing the requirements outlined in the form instructions. Ensure that you meet all the criteria before proceeding further.
4. Calculate the amount of the exclusion by following the instructions provided on the form. This typically involves subtracting certain qualified dividends and capital gain distributions from your total income.
5. Enter the calculated amount in the appropriate section of the form, ensuring accuracy and proper reporting.
6. Continue filling out the rest of the form, providing any additional information or requested details as necessary.
7. Review your completed form thoroughly, checking for any errors or omissions. Make sure all sections are properly filled out and all information is accurate.
8. Sign and date the form before submitting it to the appropriate tax authority, along with any required supporting documents.
9. Keep a copy of the completed form and any related documents for your records.

Who needs 2016 form 8815 exclusion:

1. Individuals who received qualified dividends or capital gain distributions in 2016 may need to fill out form 8815 exclusion.
2. Taxpayers who meet the eligibility criteria for the exclusion, such as those who fall within certain income thresholds or fulfill other requirements, should consider using form 8815 to report and claim the exclusion.
3. It is important to consult with a tax professional or refer to the official IRS guidelines to determine if you are eligible for the 2016 form 8815 exclusion and whether it is necessary for your specific tax situation.

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What is form 8815 exclusion of?

Form 8815 is an exclusion from income for interest on U.S. savings bonds that was used for educational purposes.

Who is required to file form 8815 exclusion of?

Taxpayers who have interest income from U.S. savings bonds that was used for qualified educational expenses are required to file form 8815 exclusion of.

How to fill out form 8815 exclusion of?

To fill out form 8815, taxpayers need to report the amount of interest income from U.S. savings bonds used for qualified educational expenses and follow the instructions provided by the IRS.

What is the purpose of form 8815 exclusion of?

The purpose of form 8815 is to exclude from income the interest earned on U.S. savings bonds when used for qualified educational expenses.

What information must be reported on form 8815 exclusion of?

Taxpayers must report the amount of interest income from U.S. savings bonds used for qualified educational expenses and any other required information requested on the form.