Irs 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 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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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.

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 savings 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.

What is the cap for foreign earned income exclusion?

The maximum foreign earned income exclusion amount is adjusted annually for inflation. For tax year 2023, the maximum foreign earned income exclusion is the lesser of the foreign income earned or $120,000 per qualifying person. For tax year 2024, the maximum exclusion is $126,500 per person.

What is the income threshold for Form 8995?

If your total taxable income before the qualified business income deduction is less than $191,950, or $383,900 for joint filers, for 2024 (limits of $197,300 and $394,600, respectively for 2025), your pass-through deduction is the lesser of: your taxable income reduced by net capital gains.

What is the income limit for form 8815?

Limits. 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.

form 8815 instructions

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What is the 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.

What is the income limit for free e file?

Those who dont qualify can still use Free Fillable Forms. The IRS Free File adjusted gross income limit for tax year 2024 is $84,000 for families and individuals.

Irs form 8815-2025

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

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What is the income threshold for Form 8995?

What is the income limit for form 8815?

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