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Form 8815 Port St. Lucie Florida: What You Should Know

The taxpayer held the bond on April 15, 1989, and ceased to be the holder on or before April 15, 1990. The taxpayer owns the bond on June 15, 1990, and received a tax refund because the bond has been retired under section 72(p) of the Internal Revenue Code. To request a Form 8815 for a bond held by the taxpayer the following must be provided to the Clerk of the Circuit court in the county where the bond is held: Date of acquisition of the bond. Certificate or statement from the original holder that the bond has been retired. List of the bond's interest properties on the date of acquisition. The taxpayer must sign the Form 8815 if he or she wishes to take benefits of this exclusion of interest from Series EE and Series I US Savings Bonds. A copy of the Form 8815, if requested, may be forwarded to the Clerk's Office by sending a self-addressed, stamped envelope to the office. Exclusion of Interest from Series EE and Series I — St. Lucie County Clerk's Office Sep 13, 2023 — The taxpayer can exclude interest income from Series EE and Series I US Savings bonds if all the following are true:. The taxpayer held the bond on April 15, 1989, and ceased to be the holder on or before April 15, 1990. The taxpayer owns the bond on June 15, 1990, and received a tax refund because the bond has been retired under section 72(p) of the Internal Revenue Code. To request a Form 8815 for a bond held by the taxpayer the following must be provided to the Clerk of the Circuit court in the county where the bond is held: Date of acquisition of the bond. Certificate or statement from the original holder that the bond has been retired. List of the bond's interest properties on the date of acquisition. The taxpayer must sign the Form 8815 if he or she wishes to take benefits of this exclusion of interest from Series EE and Series I US Savings Bonds. A copy of the Form 8815, if requested, may be forwarded to the Clerk's Office by sending a self-addressed, stamped envelope to the office. Form 8815 — Exclusion of Interest from Series EE and Series I. Department of the Treasury. Internal Revenue Service (99). Notice for taxpayers holding Series EE and Series I US Savings Bonds. The taxpayer can exclude interest income from Series EE and Series I US Savings Bonds if all the following are true:.

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