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How can I exclude interest from a Series EE or I bond in 2019?
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. Feb 3, 2022
Who can exclude interest on Series I US Savings Bonds?
To qualify for the exclusion, the bonds must be series EE or I U.S. savings bonds issued after 1989 in your name, or, if you are married, they may be issued in your name and your spouse's name. Also, you must have been age 24 or older before the bonds were issued.
How is the exclusion of a savings bond calculated?
The actual calculation subtracts any nontaxable educational benefits such as scholarships from the qualified higher education costs. This net cost is then compared to the total proceeds from the redemption of eligible savings bonds (principal and interest). If the net cost is greater, all the interest may be excluded.
What is the exclusion for income from US Savings Bonds?
Form 8815 - Exclusion of Interest from Series EE and Series I U.S. Savings Bonds. $96,100 (2022) if filing single, head of household, or qualifying widow(er) with dependent child; $151,600 (2022) if filing MFJ.
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