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AK Form 8815: What You Should Know

Use Form 8949 to Roll Over Savings Bonds to a Saving Plan Use the rollover instructions to transfer the savings bond balance to the eligible savings plan. If you aren't already enrolled, apply for enrollment. The savings bond must be in the same name as the savings plan and be equal to the amount you wish to roll over. Rollover Savings Bonds into 529 Savings Plans Use Form 8951-R to Roll Over Savings Bonds Into A 529 Plan If no qualified plan exists at your school, you have the option of using a tax-advantaged retirement plan. For additional information, such as requirements, rollovers must be filed on Form 1099-R or on IRS Form 5498-SA. Exclusion of Interest From Series EE & I U.S. Savings Bonds — IRS See instructions on IRS Form 8815. Exclusion of Interest From Series EE & I U.S. Savings Bonds — Department of the Treasury. Internal Revenue Service (99). Exclusion of Interest From Series EE and II Savings Bonds (in the same form as IRA funds). U.S.

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