Form 8815 2017-2025

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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 the requirement that the bonds were cashed for educational purposes. It provides detailed instructions on how to report qualified expenses, nontaxable educational benefits, and the necessary calculations to determine the amount of interest that can be excluded from taxable income.

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Do I need to report I bonds on my tax return?

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.

How do I avoid paying taxes on series EE bonds?

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.

What is IRS Form 8815 used for?

Use Form 8815 to figure the amount of any interest you may exclude. You may take the exclusion if all four of the following apply: To qualify for the exclusion, the bonds must be series EE U.S. savings bonds issued after 1989 in your name, or, if you are married, they may be issued in your name and your spouses name.

Do I qualify to exclude series I bond interest?

The exclusion is subject to income limitations: Your modified adjusted gross income (AGI) is less than $111,800 if single, head of household, or qualifying surviving spouse. Your modified adjusted gross income (AGI) is less than $175,200 if married filing jointly.

Do I qualify to exclude series EE or I bond interest?

To qualify for the exclusion, the bonds must be series EE or I U.S. savings bonds issued after 1989 in your name, or, if you are married, they may be issued in your name and your spouses name. Also, you must have been age 24 or older before the bonds were issued.

How do I avoid paying taxes on inherited savings bonds?

The Education Tax Exclusion The IRS lets you avoid paying taxes on interest earned by Series EE and Series I savings bonds when you redeem them if you use the money toward qualified higher education costs for yourself, your spouse, or any of your dependents.

Form 8815 2017-2025

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