Form 8815 2017-2026

1. Click ‘Get Form’ to open it in the editor.
2. 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).
3. For Line 2, input the total qualified higher education expenses paid in 2017 for the individual listed in Line 1. Ensure these expenses qualify as per IRS guidelines.
4. On Line 3, enter any nontaxable educational benefits received for the same individual. This includes scholarships or grants that do not count as taxable income.
5. Proceed to Line 6 and enter the total proceeds from all series EE and I U.S. savings bonds cashed during 2017.
6. Complete Lines 9 through 12 by calculating your modified adjusted gross income and following the instructions provided for each line.

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