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Future Developments For the latest information about developments related to Form 8815 and its instructions such as legislation enacted after they were published Purpose of Form If you cashed series EE or I U.S. savings bonds in 2017 that were issued after 1989 you may be able to exclude from your income part or all of the interest on those bonds. Form Exclusion of Interest From Series EE and I U*S* Savings Bonds Issued After 1989 OMB No* 1545-0074 For Filers With Qualified Higher Education Exp ...

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Is there a penalty for not cashing in matured EE savings bonds?

There is no penalty if you simply hold onto the bond after five years. There is value in holding onto most bonds. The longer they mature, the more interest bonds earn.

How do I report interest on series EE bonds?

You can report interest income from Series E, EE, and I bonds in one of these ways: Report the interest in the year you earn it. Report the entire amount of interest earned when the bond matures or when you redeem it, whichever comes first.

Do I need to report series I bonds on my taxes?

Interest from your bonds goes on your federal income tax return on the same line with other interest income.

Can I have taxes withheld when cashing EE savings bonds?

The redemption proceeds of United States Retirement Plan Bonds or Individual Retirement Bonds you have submitted for redemption are subject to Federal income tax withholding unless you elect not to have withholding apply.

Who files Form 8815?

You cashed qualified U.S. savings bonds in 2022 that were issued after 1989. 2. You paid qualified higher education expenses in 2022 for yourself, your spouse, or your dependents.

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

The interest on EE bonds isnt taxed as it accrues unless the owner elects to have it taxed annually. If an election is made, all previously accrued but untaxed interest is also reported in the election year. In most cases, this election isnt made so bond holders receive the benefits of tax deferral.

How do you avoid taxes on Series EE bonds?

Use the Education Exclusion 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.

How do you avoid tax on a mature savings bond?

You can roll savings bonds into a 529 college savings plan or a Coverdell Education Savings Account (ESA) to avoid taxes. There are some advantages to either approach. With a 529 college savings plan, you can continue saving money on a tax-advantaged basis for higher education.

Is there anything you can do with a mature EE bond without paying taxes?

One way you might avoid owing taxes on the bond interest is to cash your EE or I bonds before maturity and use the proceeds to pay for college. If you meet this set of rules, the interest wont be taxable: You must have acquired the bonds after 1989 when you were at least age 24. The bonds must be in your name only.

Are matured savings bonds taxable?

The 1099-INT will only come when someone cashes the bond or the bond matures. The interest will be reported under the name and Social Security Number of the person who cashes the bond or who owns it when it matures. The 1099-INT will include all the interest the bond earned over its lifetime.

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