Form preview

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

Get Form
Form 8815 Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 OMB No. 15450074 2016 (For Filers With Qualified Higher Education Expenses) Department of the Treasury Internal
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign 2016 form 8815 exclusion

Edit
Edit your 2016 form 8815 exclusion form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your 2016 form 8815 exclusion form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit 2016 form 8815 exclusion online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use the professional PDF editor, follow these steps below:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit 2016 form 8815 exclusion. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
The use of pdfFiller makes dealing with documents straightforward.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out 2016 form 8815 exclusion

Illustration

How to fill out 2016 form 8815 exclusion

01
Gather all the necessary documents such as your 2016 Form 1040 and any supporting schedules.
02
Download and print the 2016 Form 8815 exclusion from the official IRS website.
03
Read the instructions carefully to understand the eligibility criteria and requirements for filling out the form.
04
Start by entering your personal information like your name, Social Security Number, and filing status.
05
Follow the instructions to accurately report any interest or dividend income that qualifies for exclusion.
06
Provide any additional information or documentation required, such as details of the tax-exempt bond or mutual fund.
07
Calculate the exclusion amount using the provided worksheets and instructions.
08
Properly sign and date the completed form.
09
Attach Form 8815 to your 2016 Form 1040 before mailing it to the appropriate IRS address.
10
Keep a copy of the completed form for your records.

Who needs 2016 form 8815 exclusion?

01
Individuals who received interest or dividend income from qualified tax-exempt bonds or mutual funds in 2016.
02
Taxpayers who meet the eligibility criteria for excluding such income from their taxable income.
03
Individuals who want to report and claim the exclusion to reduce their overall tax liability for the year.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.0
Satisfied
58 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

2016 form 8815 exclusion is ready when you're ready to send it out. With pdfFiller, you can send it out securely and get signatures in just a few clicks. PDFs can be sent to you by email, text message, fax, USPS mail, or notarized on your account. You can do this right from your account. Become a member right now and try it out for yourself!
Completing and signing 2016 form 8815 exclusion online is easy with pdfFiller. It enables you to edit original PDF content, highlight, blackout, erase and type text anywhere on a page, legally eSign your form, and much more. Create your free account and manage professional documents on the web.
The pdfFiller mobile app makes it simple to design and fill out legal paperwork. Complete and sign 2016 form 8815 exclusion and other papers using the app. Visit pdfFiller's website to learn more about the PDF editor's features.
Form 8815 exclusion is for reporting interest income on bonds that were used to pay for qualified higher educational expenses.
Taxpayers who have received interest income from qualified savings bonds and used the proceeds to pay for eligible higher education expenses.
To fill out form 8815 exclusion, taxpayers need to provide details about the savings bonds, the interest earned, and the qualified expenses paid with the bond proceeds.
The purpose of form 8815 is to exclude the interest income from savings bonds if used for eligible higher education expenses.
Taxpayers need to report details about the savings bonds, the interest earned, and the qualified higher education expenses paid with the bond proceeds.
Fill out your 2016 form 8815 exclusion online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.