Get the free 2013 Form 8815. Exclusion of Interest from Series EE and I U.S. Savings Bonds Issued...

Information about Form 8815 and its instructions is at www.irs.gov/form8815. Attach to .... If you reported any of the interest before 2015, see Pub. 550 for the.

How to fill out 2013 form 8815 exclusion

How to fill out 2013 Form 8815 Exclusion:

1. Begin by downloading and printing a copy of the 2013 Form 8815 Exclusion from the official website of the Internal Revenue Service (IRS).
2. Start by filling out the personal information section at the top of the form, including your name, address, and Social Security number.
3. Read the instructions carefully to understand the eligibility criteria and requirements for claiming the exclusion on Form 8815.
4. Proceed to Part I of the form, which requires you to fill in the details of the qualified savings bond(s) for which you are claiming the exclusion. Include the issue date, face value, and any previous exclusions claimed for each bond.
5. Calculate and enter the total exclusion amount in line 11 of Part I. This amount should be the lesser of $5,000 if filing as single or head of household, or $10,000 if married filing jointly.
6. Move on to Part II if you received a distribution from a qualified tuition program and are excluding the interest from that distribution. Fill in the necessary information including the amount of distribution and the beneficiary's name and Social Security number.
7. Calculate and enter the total exclusion amount in line 18 of Part II. This amount should not exceed your qualified education expenses.
8. Proceed to Part III if your filing status is married filing separately and both you and your spouse are claiming an exclusion on the same bond. Provide the required details for each spouse, ensuring accurate reporting.
9. Review your completed form for accuracy and make any necessary corrections or adjustments.
10. Sign and date the form before mailing it to the appropriate IRS address as indicated in the instructions or, if applicable, electronically file it through an authorized e-file provider.

Who needs 2013 Form 8815 Exclusion:

1. Individuals who held qualified U.S. savings bonds issued after 1989 and meet the eligibility criteria for excluding the interest earned on these bonds.
2. Taxpayers who received a distribution from a qualified tuition program and wish to exclude the interest portion of that distribution from their taxable income.
3. Those who are eligible and want to claim the exclusion on their 2013 federal tax return but did not previously file a timely return for the year 2013.

Note: It is important to consult with a tax professional or refer to the IRS instructions for the specific requirements and guidelines related to filing the 2013 Form 8815 Exclusion accurately and in compliance with the tax laws.

For pdfFiller’s FAQs

How do I modify my 2013 form 8815 exclusion in Gmail?

You can use pdfFiller’s add-on for Gmail in order to modify, fill out, and eSign your 2013 form 8815 exclusion along with other documents right in your inbox. Find pdfFiller for Gmail in Google Workspace Marketplace. Use time you spend on handling your documents and eSignatures for more important things.

How do I execute 2013 form 8815 exclusion online?

Filling out and eSigning 2013 form 8815 exclusion is now simple. The solution allows you to change and reorganize PDF text, add fillable fields, and eSign the document. Start a free trial of pdfFiller, the best document editing solution.

How do I edit 2013 form 8815 exclusion on an iOS device?

No, you can't. With the pdfFiller app for iOS, you can edit, share, and sign 2013 form 8815 exclusion right away. At the Apple Store, you can buy and install it in a matter of seconds. The app is free, but you will need to set up an account if you want to buy a subscription or start a free trial.

What is form 8815 exclusion of?

Form 8815 exclusion is a form used to exclude savings bond interest from income.

Who is required to file form 8815 exclusion of?

Taxpayers who have received savings bond interest and meet the eligibility criteria must file form 8815 exclusion.

How to fill out form 8815 exclusion of?

To fill out form 8815 exclusion, taxpayers need to provide their personal information, details of the savings bonds, and calculate the amount of excluded interest.

What is the purpose of form 8815 exclusion of?

The purpose of form 8815 exclusion is to exclude savings bond interest from taxable income.

What information must be reported on form 8815 exclusion of?

Taxpayers must report their personal information, details of the savings bonds, and the amount of excluded interest on form 8815.