Irs form 8815-2026

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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 2021 and incurred qualified higher education expenses. The form outlines eligibility criteria, including income limits and the requirement that the taxpayer must not be married filing separately. 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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Click ‘Get Form’ to open it in the editor.
In Line 1, enter the name of the person who attended an eligible educational institution. In Column (b), provide the name and address of that institution.
For Line 2, input the total qualified higher education expenses you paid in 2021 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 2021.
Complete Lines 9 through 14 by following the instructions provided on each line, ensuring accurate calculations based on your modified adjusted gross income.

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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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