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Form 8815 MS: What You Should Know
Amount of interest that is excluded. You may make a claim of this exclusion for the interest on any series EE or I U.S. Savings Bonds issued after 1989. Series EE and I Savings Bonds Are Taxed on Interest That You Contribute If you make an exempt contribution to a savings bond, you will be able to deduct this amount from your taxes if you include it as part of a qualifying Roth IRA. For more If You Are a CFI/FI Income tax rules for a qualifying Fidelity mutual fund may apply. For more info on these rules, see Internal Revenue Service : Fidelity 401(k) Investing Guide. For more info on qualifying Roth IRAs go to . Are there any exclusions in a Roth IRA? Most retirement accounts are subject to taxation based on the type of account. For example, if you hold a Traditional IRA, you don't pay income tax on your contributions that are up to 5,500. However, if you use an “Income-Contingent Roth IRA” you pay income taxes on the 5,500. For more info, see Roth IRA vs. Traditional IRAs Where to find your tax codes? Fidelity.com > Fidelity Online Accounts > IRA > Roth > IRA Search For “Tax Coding Guide: Traditional,” “Tax Coding Guide: Roth IRA,” and “Tax Coding Guide: Spouse” to see the codes and see how they can be applied, go to TreasuryDirect.gov. Why did Fidelity change the code for a traditional IRA? The IRS has changed the code for a traditional IRA and the information in this document is no longer correct. Read the IRS website and download the appropriate tax code (e.g.
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