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Form 8815 online Costa Mesa California: What You Should Know
You can determine the interest that can be excluded with the advice of a tax advisor. IRS Form 8815 Form 8815 will only be used for tax years beginning on or after February 8, 2018. It is important to review Form 8815 carefully over the next several months and with your tax attorney to ensure that you understand the following information correctly and that you meet the eligibility requirements. The 2023 tax year is the first tax year that a portion of the interest you earned on your Series EE (or a subsequent Series I or Series EE) bonds will be excluded as a deduction from income. The interest you earned on these bonds is not taxable interest. If you have already completed form 8815 for a prior year, you will need to complete Form 8645 for both years in which your income taxes were generated. If you have any questions about the amount of your interest that may be excluded from income, you should talk to your tax attorney. If you have any questions about how or where to complete a Form 8815 or to review the instructions, you can find the Form 8815 or the instructions for Form 8645 by going to IRS.gov. If you are currently enrolled in a Continuing Education Unit (CEU) program (the type of classes held by the California Department of Education) at a designated university, you must use the CEU information found in your school's catalogs, student handbooks, or other references to complete Form 8815 to exclude your interest. You should consider consulting your tax advisor before you complete Form 8815. The amount of interest you may exclude from income is not affected by whether you are enrolled in a CEU program. If you are currently enrolled in a continuing education unit (CEU) program other than at a UC and want to exclude all of your interest income, or all of it but not all the earnings that are designated as education expenses under the Education Tax Credit Program (ETC), you should complete Form 8815 by using the following table. You will find the CEU information on your school's catalog, student handbooks, or other references. Use Form 8815 (2018) to have the earnings (and the ETC contributions) you are to include in income for the full calendar year from your first day of enrollment in the CEU program (starting in 2023 or later) to the end of the calendar year.
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