IRS 8815 2013 free printable template
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Line 6 Worksheet keep a copy for your records 1. Enter the amount from Form 8815 line 5. 2. Enter the face value of all post-1989 paper series EE bonds cashed in 2013 3. For Paperwork Reduction Act Notice see your tax return instructions. Cat. No. 10822S Form 8815 2013 Page 2 Intentionally Left Blank Page 3 General Instructions Section references are to the Internal Revenue Code. Multiply line 2 by 50. 50 including post-1989 series EE bonds converted from paper to electronic format and all...
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How to fill out IRS 8815
How to fill out IRS 8815
01
Gather your documents: Collect all necessary forms and records related to your credits and refunds.
02
Obtain IRS Form 8815: Download or access the form from the IRS website.
03
Complete the taxpayer information section: Fill in your name, social security number, and associated information.
04
Report your income: Follow the instructions to report any income relevant to the tax credits.
05
Calculate the refund amount: Use the provided worksheets to determine the correct refund amount.
06
Double-check your entries: Review all filled information for accuracy and completeness.
07
Sign and date the form: Ensure that you and any other necessary parties sign the form before submission.
08
Submit your form: File Form 8815 with your tax return or send it separately to the IRS.
Who needs IRS 8815?
01
Any taxpayer who received a refund from previous years' taxes or is eligible to claim credit for repayments may need to file IRS 8815.
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People Also Ask about
Will I get a 1099 for cashing in savings bonds?
If you have cashed paper savings bonds, you will receive a 1099-INT in the mail.
What is IRS Form 8815 used for?
If you cashed series EE or I U.S. savings bonds this year that were issued after 1989, you may be able to exclude from your income part or all of the interest on those bonds. Use Form 8815 to figure the amount of any interest you may exclude.
How do I avoid paying taxes on savings bonds?
You can skip paying taxes on interest earned with Series EE and Series I savings bonds if you're using the money to pay for qualified higher education costs. That includes expenses you pay for yourself, your spouse or a qualified dependent. Only certain qualified higher education costs are covered, including: Tuition.
What is the income limits for savings bond education deduction?
Bondholder Qualifications Filing statusPhaseout ThresholdPhaseout Limit20222021Joint Filers$124,800$154,800All Others$83,200$98,2009 more rows • Nov 13, 2022
Do I need to report savings bond interest on taxes?
Savings bond interest is subject to federal income tax; however, taxation can be deferred until redemption, final maturity, or other taxable disposition, whichever occurs first. You also have the option of claiming interest annually for federal income tax purposes.
What is the income limit for Form 8815?
Your modified adjusted gross income (AGI) is less than: $100,800 if single, head of household, or qualifying widow(er); $158,650 if married filing jointly.
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What is IRS 8815?
IRS 8815 is a form used to calculate the exclusion of interest from the U.S. savings bonds, specifically for taxpayers who are eligible to claim the Education Savings Bond Program.
Who is required to file IRS 8815?
Taxpayers who have received interest from U.S. savings bonds and meet certain income requirements must file IRS 8815 to exclude that interest from their taxable income.
How to fill out IRS 8815?
To fill out IRS 8815, taxpayers need to provide details such as the type of bonds cashed, the interest income, and their modified adjusted gross income (MAGI) to determine the exclusion amount.
What is the purpose of IRS 8815?
The purpose of IRS 8815 is to allow eligible taxpayers to exclude interest earned on U.S. savings bonds from their taxable income when the proceeds are used for qualified higher education expenses.
What information must be reported on IRS 8815?
IRS 8815 requires reporting information such as the amount of interest income from savings bonds, the taxpayer's modified adjusted gross income (MAGI), and the purpose for which the bond proceeds were used.
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