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Form 8815 IN: What You Should Know
Do one of the following. Form 8815 (including all Schedule B's with interest) Form 8815X—Form I-Bonds Issued After 1989 Form 8815X—Form I-Bonds Issued After 1989 For Filers Who Have Qualified Higher Education Expenses. To access Form 8815X, complete Form 8815X, and then select “I-Bonds Issued After 1989” under the Expense Amounts dropdown menu. If there's no “I-Bonds Issued After 1989” dropdown menu, fill out all 1099-INT fields and then choose “I-Bonds Issued After 1989.” Then press [Next].” For example- Do one of the following. Form 8815X—Form I-Bonds Issued During the Year for which Qualified Expenses Were Paid to an Eligible Institution If there's no “I-Bonds Issued During the Year” dropdown menu, check the box adjacent to “I-Bond Issued During the Year” and then click [Next.” Form 8815X— Form I-Bonds Issued Before 1990 If you paid qualified higher education expenses before 1990, enter the number of “I-Bonds Issued Before 1990” fields in the “I-Bond Issued Before 1990” box. Form 8815X— Form I-Bonds Issued Since 1990 If you pay qualified higher education expenses since 1990, enter the number of “I-Bonds Issued Since 1990” fields in the “I-Bond Issued Since 1990” box. Form 8815X— Form I-Bonds Issued During the Year Press [Next] and you'll see a list of the form-based exclusions (Forms 5995, 599, 7500, etc.) that you have.
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