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Nov 1, 2017 ... Information about Form 8815, Exclusion of Interest From Series EE and I ... to exclude from your income part or all of the interest on those bonds.
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How to fill out form 8815 page 2
How to fill out form 8815 page 2
01
Step 1: Start by downloading form 8815 from the official website of the Internal Revenue Service (IRS).
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Step 2: Read the instructions on the form carefully to understand the requirements and eligibility criteria.
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Step 3: Gather all the necessary information and documents such as your name, social security number, and relevant financial details.
04
Step 4: Fill out the personal information section of form 8815, including your name, address, and social security number.
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Step 5: Proceed to section 1 of the form, where you need to provide details about the source of your qualified dividends and capital gain distributions.
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Step 6: Fill out the remaining sections of the form, providing accurate information and calculations as required.
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Step 7: Double-check all the information provided to ensure its accuracy and completeness.
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Step 8: Attach any supporting documents, if required, as stated in the instructions.
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Step 9: Sign and date the form before submitting it to the IRS.
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Step 10: Make copies of the filled-out form and supporting documents for your records.
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Step 11: Send the completed form and any necessary attachments to the address provided in the instructions.
Who needs form 8815 page 2?
01
Individuals who received qualified dividends or capital gain distributions from mutual funds or other regulated investment companies (RICs) need to fill out form 8815 page 2.
02
This form is specifically for taxpayers who want to elect to have their share of qualified dividends or capital gain distributions from a mutual fund or RIC included in their net investment income.
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What is form 8815 page 2?
Form 8815 page 2 is a document used to report qualified bond interest income.
Who is required to file form 8815 page 2?
Taxpayers who received qualified bond interest income during the tax year are required to file form 8815 page 2.
How to fill out form 8815 page 2?
Form 8815 page 2 must be filled out by providing information about the qualified bond interest income received during the tax year.
What is the purpose of form 8815 page 2?
The purpose of form 8815 page 2 is to report qualified bond interest income for tax purposes.
What information must be reported on form 8815 page 2?
Information about the qualified bond interest income received during the tax year must be reported on form 8815 page 2.
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