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Form 8815 for Portland Oregon: What You Should Know

The bonds are held in any of their account at least 1 year out from the date of issuance. ▷ Attach to Forms 4657, 4658 or 4329. (or other paper form, if possible) For each bond, the investor must file a Form 5498, Report of Interest Income for a Note on Series EE and Series I US Savings Bonds Issued After 1989, if it will have interest income. If the bondholder wishes to be able to use the exclusion, Form 8815, Exclusion of Interest from Series EE and Series I US Savings Bonds Issued After 1989 (form 8815-EZK, if issued after 1989) must be completed by the owner. The form must also indicate the interest income excluded. A Form 8815 must be submitted in the form of a separate document that can be mailed to: IRS-1040-Z (Form 8825). If bondholder wishes to be able to make the exclusion on only a small amount of bond interest, Form 8815-EZG needs to be completed by the bondholder. The form must also indicate the percentage of bonds held in any account.

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