IRS form 8815 exclusion of interest from series EE and I U.S savings bond issued after 1989. so uh the federal government has a tax incentive for people who use savings bonds or U.S savings bonds specifically to pay for higher qualified higher education expenses so this is a fairly straightforward forum and basically what it allows you to do is it allows you to report the amount of interest that you would have paid or that you would have earned that you would have paid taxes on from either series EE savings bonds that were issued after 1989 or I bonds which are inflation uh savings bonds that are adjusted for inflation periodically so the exclusion of Interest simply means that you can report the interest on your tax return and not pay taxes on it the the qualifications are that you have to have qualified higher education expenses they have to be qualified savings bonds and that the taxpayer must meet certain income uh thresholds so we'll walk through this form we'll kind of go through a couple of the steps that you might need to determine uh so that you can you know figure out the tax excludability of your interest so I've pre-filled this form with our hero John Doe uh social security number at the top uh we'll just say that he was paying college bills for his daughter Susan doe who attended Acme State College and um you know in line one uh 1A you'll put either yourself your spouse or as many dependents usually College age children uh who are enrolled at an eligible education institution now the form form instructions basically state that as long as the education institution promotes higher education in a variety of capacities so it could be a...
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How to prepare Form 8815
About Form 8815
Form 8815 is a tax form used to calculate and claim the Exclusion of Interest From Series EE and I US Savings Bonds. This form must be filed by taxpayers who have redeemed Series EE or I US Savings Bonds and want to exclude the interest earned on those bonds from their taxable income, subject to certain limitations and conditions. In general, taxpayers who meet the eligibility criteria for this exclusion can use Form 8815 to report their qualified savings bond interest and figure the amount of their exclusion.
What Is Form 8815?
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