2018 form 8815-2025

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Form 8815 is used to calculate the exclusion of interest from Series EE and I U.S. Savings Bonds issued after 1989 for taxpayers who cashed these bonds in 2019 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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How do I avoid tax on I bond interest?

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.

Which taxpayers cannot exclude interest under the education savings bond program?

A bond bought by a parent and issued in the name of his or her child under age 24 does not qualify for the exclusion by the parent or child. Keep the following records to verify interest you exclude.

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 the loophole for Series I bonds?

Normally, youre limited to purchasing $10,000 per person on electronic Series I bonds per year. However, the government allows those with a federal tax refund to invest up to $5,000 of that refund into paper I bonds. So most investors think their annual investment tops out at $15,000 one of the key I bond myths.

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 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.

What bonds interest is excluded from federal income taxation?

Income from bonds issued by state, city, and local governments (municipal bonds, or munis) is generally free from federal taxes. * You will, however, have to report this income when filing your taxes.

2018 form 8815-2025

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