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Form 8815 AR: What You Should Know
The interest paid is on savings bonds issued on or after December 15, 1988. The taxpayer was a citizen at that time. (Note: The interest is on US Savings Bonds which did not have a redemption date.) The interest paid is not less than 7% percent of the face amount of the savings bonds, as reported on the face amount of the savings bonds. The taxpayer has had the benefit or opportunity reasonably to anticipate that interest will be received for such bonds through a distribution, or by a distribution after 1989. There can be multiple rolls in a calendar year if more bonds are issued that year, i.e. the interest rollover is the result of the redemption of bonds during calendar year 2. Form 8815, Exclusion of Interest From Series EE and Series I Sep 13, 2023 — The taxpayer can exclude interest income from Series EE and Series I U.S. Savings Bonds if all the following are true: The interest paid is on savings bonds issued on or after December 15, 1988. The taxpayer was a citizen at that time. The interest paid is less than 7% percent of the face amount of the savings bonds, as reported on the face amount of the savings bonds. The taxpayer has had the benefit or opportunity reasonably to anticipate that interest will be received for such bonds through a distribution, or by a distribution after 1989. The following forms will be sufficient to complete the required fields: Form 8815 AR (with the taxpayer's name, address, SSN, etc.) Form 8960, Taxable Capital Gains (or Loss) from a Foreign Source or Excluded from Income U.S. Savings Bonds. The Treasury Department can be reached by phone, toll-free at or by e-mail. Alternatively, the Treasury Department's website is available at. This is only a partial list of the forms you can use. For more details on these forms, please visit . You are also encouraged to use the online form at 8815.
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