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How to use or fill out Individual - Series EE/E Savings Bonds Tax Considerations with DocHub
- 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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