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Name: Fillable Online Exclusion of Interest From Series Ee and I U.s. Savings Bonds Issued After 1989 Fax Email Print - pdfFiller
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Use this form to calculate the exclusion of interest from U.S. savings bonds when qualifying higher education expenses are incurred. Applicable for those who cashed series EE or I bonds issued after

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How to fill out form 8815

01

Gather all necessary documentation, including your tax return and any applicable income statements.

02

Obtain Form 8815 from the IRS website or your tax preparation software.

03

Complete the top section by filling in your name, Social Security number, and any other identifying information required.

04

Review the instructions provided on the form to know the criteria for qualifying for the exclusion of interest from qualified U.S. savings bonds.

05

Fill out Part I by entering the total amount of qualified U.S. savings bond interest you received during the tax year.

06

Complete Part II to calculate the amount of the exclusion based on your modified adjusted gross income (MAGI).

07

Verify that you meet all the eligibility requirements outlined on the form and in the instructions.

08

Review your filled-out form for accuracy and completeness.

09

Attach Form 8815 to your federal tax return when you file.

Who needs form 8815?

01

Individuals who received interest from qualified U.S. savings bonds while their adjusted gross income (AGI) is within the specified limits.

02

Taxpayers who wish to exclude from their income the interest earned on qualified U.S. savings bonds to pay for qualified higher education expenses.

03

Filers of federal income tax who qualify based on residency and income levels as defined in the IRS guidelines.

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What is form 8815?

Form 8815 is used to claim the exclusion of qualified U.S. savings bonds interest from gross income when calculating your taxable income.

Who is required to file form 8815?

Individuals who received interest from qualified U.S. savings bonds in the tax year and meet certain income requirements are required to file Form 8815.

How to fill out form 8815?

To fill out Form 8815, you need to provide personal information, report the amount of interest received from the qualified U.S. savings bonds, and calculate your exclusion based on the applicable income limits.

What is the purpose of form 8815?

The purpose of Form 8815 is to allow taxpayers to exclude a portion or all of the interest earned on qualified U.S. savings bonds from their taxable income, subject to specific income limitations.

What information must be reported on form 8815?

Information that must be reported on Form 8815 includes your name, Social Security number, the amount of interest reported on your tax return, and any applicable income limits that affect the exclusion.

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