Form 8815 2017-2026

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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 2017 and incurred qualified higher education expenses. The form outlines eligibility criteria, including income limits and filing status, and provides detailed instructions on how to report qualified expenses, nontaxable educational benefits, and the amount of interest that can be excluded from taxable income.

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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 in 2017 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 same 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 2017.
Complete Lines 9 through 12 by calculating your modified adjusted gross income and following the instructions provided for each line.

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Versions	Form popularity	Fillable & printable
2023	4.9 Satisfied (33 Votes)
2022	4.4 Satisfied (45 Votes)
2021	4.8 Satisfied (82 Votes)
2020	4.3 Satisfied (58 Votes)
2019	4.4 Satisfied (155 Votes)
2018	4 Satisfied (43 Votes)
2017	4.3 Satisfied (115 Votes)
2016	4.1 Satisfied (34 Votes)
2015	4.2 Satisfied (52 Votes)
2014	4.1 Satisfied (61 Votes)
2013	4.1 Satisfied (42 Votes)
2012	4 Satisfied (52 Votes)
2011	4 Satisfied (28 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Which bonds are tax free?

Income from bonds issued by state, city, and local governments (municipal bonds, or munis) is generally free from federal taxes. Market discount for municipal bonds is taxable interest income and not tax-exempt interest income. You will, however, have to report this income when filing your taxes.

What is the IRS 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 need to fill out the back of my savings bond?

An electronic indorsement in the Type 26 or Type 28 records is required, consistent with check image deposit guidelines. Paying agents must continue to apply the paying agent stamp on the front of the savings bond and complete the owner and paying agent information on the back of the bond.

When should I cash in my series EE bonds?

You can get your cash for an EE or I savings bond any time after you have owned it for 1 year. However, the longer you hold the bond, the more it earns for you (for up to 30 years for an EE or I bond). Also, if you cash in the bond in less than 5 years, you lose the last 3 months of interest.

Where is the best place to cash savings bonds?

You should have no problem cashing in savings bonds at any federally chartered bank, thrift, savings and loan, or credit union.

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How do I avoid taxes on EE 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.

How to avoid tax on EE bonds?

You can choose not to pay federal income tax on them until you cash them or they mature, whichever is first. Under certain conditions, you can avoid federal income tax on interest by using the interest to pay for higher education.

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

I cashed some Series E, Series EE, and Series I savings bonds. How do I report the interest? In general, you must report the interest in income in the taxable year in which you redeemed the bonds to the extent you did not include the interest in income in a prior taxable year.

Form 8815 2017-2026

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