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Click ‘Get Form’ to open it in the editor.
In Line 1, enter the name of the person who attended an eligible educational institution. Include their social security number and the name and address of the institution in Column (b).
For Line 2, input the total qualified higher education expenses paid for the individual listed in Line 1. Ensure these expenses qualify as per IRS guidelines.
On Line 3, enter any nontaxable educational benefits received for the individual. This includes scholarships or grants that do not count as taxable income.
Proceed to Line 6 and enter the total proceeds from all series EE and I U.S. savings bonds cashed during the year.
Complete Lines 7 through 12 by following instructions carefully to calculate your modified adjusted gross income and determine eligibility for exclusions.

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How much tax will I pay on my EE savings bonds?

Series EE bond interest isnt taxed as it accrues unless the owner elects to have it taxed annually. If the election is made, all previously accrued but untaxed interest is reported in the election year. In most cases, the election isnt made so that the benefit of tax deferral can be enjoyed.

Do I get a 1099 for EE bonds?

Lack of inflation protection: The primary risk associated with EE bonds is the lack of protection against inflation. The fixed interest rate does not adjust for inflation, meaning that if inflation rises docHubly, it can erode the purchasing power of the bonds return.

How to avoid paying taxes on series EE 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.

Do you pay taxes on series EE savings bonds?

Note: You only get a 1099-INT if you actually got the interest on a savings bond. If you are waiting until your EE or I bond matures (finishes its life) to take the interest on it, you will not get a 1099-INT for that bond until we actually pay you the interest.

Will I get a 1099 for cashing in savings bonds?

If you have cashed paper savings bonds, you will receive a 1099-INT in the mail. If you have paper HH savings bond that pay you interest every six months, you will also get a 1099-INT in the mail.

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