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Irs form 8815 for 2023

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Future Developments For the latest information about developments related to Form 8815 and its instructions such as legislation enacted after they were published Purpose of Form If you cashed series EE or I U.S. savings bonds in 2017 that were issued after 1989 you may be able to exclude from your income part or all of the interest on those bonds. Form Exclusion of Interest From Series EE and I U*S* Savings Bonds Issued After 1989 OMB No* 1545-0074 For Filers With Qualified Higher Education Exp ...

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Versions	Form popularity	Fillable & printable
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)
2016	4.1 Satisfied (34 Votes)
2017	4.3 Satisfied (115 Votes)
2011	4 Satisfied (28 Votes)
2015	4.2 Satisfied (52 Votes)

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How do you avoid taxes on Series EE bonds?

Use the Education Exclusion 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.

Is there anything you can do with a mature EE bond without paying taxes?

One way you might avoid owing taxes on the bond interest is to cash your EE or I bonds before maturity and use the proceeds to pay for college. If you meet this set of rules, the interest wont be taxable: You must have acquired the bonds after 1989 when you were at least age 24. The bonds must be in your name only.

How long do EE bonds earn interest after maturity?

Series EE savings bonds are a low-risk way to save money. They earn interest regularly for 30 years (or until you cash them if you do that before 30 years). For EE bonds you buy now, we guarantee that the bond will double in value in 20 years, even if we have to add money at 20 years to make that happen.

Do I pay taxes on I bonds?

You owe tax on the interest the bond earned until it was reissued.

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

Interest from your bonds goes on your federal income tax return on the same line with other interest income.

2021 form 8815

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Does cashing a bond count as income?

The 1099-INT will only come when someone cashes the bond or the bond matures. The interest will be reported under the name and Social Security Number of the person who cashes the bond or who owns it when it matures. The 1099-INT will include all the interest the bond earned over its lifetime.

Do you have to pay taxes on EE savings bonds?

You owe tax on the interest the bond earned until it was reissued.

Who files Form 8815?

You cashed qualified U.S. savings bonds in 2022 that were issued after 1989. 2. You paid qualified higher education expenses in 2022 for yourself, your spouse, or your dependents.

How can I avoid paying taxes on savings bonds?

You can roll savings bonds into a 529 college savings plan or a Coverdell Education Savings Account (ESA) to avoid taxes. There are some advantages to either approach. With a 529 college savings plan, you can continue saving money on a tax-advantaged basis for higher education.

Do you have to pay taxes on cashed savings bonds?

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.

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How do you avoid taxes on Series EE bonds?

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How long do EE bonds earn interest after maturity?

Do I pay taxes on I bonds?

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