2014 form 8815 2015-2025

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Form 8815 is used to calculate the exclusion of interest from U.S. Series EE and I Savings Bonds issued after 1989 for taxpayers who cashed these bonds in 2015 and incurred qualified higher education expenses. The form outlines eligibility criteria, including income limits and the requirement that the bonds were cashed for educational purposes. It provides detailed instructions on how to report qualified expenses, nontaxable educational benefits, and the calculation of excludable interest.

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What is form 8815 used for?

If you cashed series EE or I U.S. savings bonds this year that were issued after 1989, you may be able to exclude from your income part or all of the interest on those bonds. Use Form 8815 to figure the amount of any interest you may exclude.

Do I qualify to exclude series EE or I bond interest?

To qualify for the exclusion, the bonds must be series EE or I U.S. savings bonds issued after 1989 in your name, or, if you are married, they may be issued in your name and your spouses name. Also, you must have been age 24 or older before the bonds were issued.

What is the income limit for Form 8815?

Limits. The exclusion is subject to income limitations: Your modified adjusted gross income (AGI) is less than $111,800 if single, head of household, or qualifying surviving spouse. Your modified adjusted gross income (AGI) is less than $175,200 if married filing jointly.

What is the income limit for student loan interest deduction?

What Is the Student Loan Interest Deduction? Deduction AmountSingle Filers (MAGI)Joint Filers (MAGI) Full $2,500 Deduction $80,000 and under $165,000 and under Partial Deduction More than $80,000 but less than $95,000 More than $165,000 but less than $195,000 No Deduction $95,000 and over $195,000 and over Jan 29, 2025

How do I avoid taxes when cashing in savings bonds?

You can skip paying taxes on interest earned with Series EE and Series I savings bonds if youre using the money to pay for qualified higher education costs. That includes expenses you pay for yourself, your spouse or a qualified dependent. Only certain qualified higher education costs are covered, including: Tuition.

What is the income limit for retirement benefits?

How We Deduct Earnings From Benefits. In 2025, if youre under full retirement age, the annual earnings limit is $23,400. If you will reach full retirement age in 2025, the limit on your earnings for the months before full retirement age is $62,160.

Is there an income limit for lifetime learning credit?

For single filers, the phaseout threshold is between $80,000 and $90,000. For married filing jointly, the range is between $160,000 and $180,000. You cannot claim the Lifetime Learning Tax Credit if you are single with a MAGI above $90,000 or married filing jointly with a MAGI above $180,000.

2014 form 8815 2015-2025

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