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Form 8815 - Exclusion of Interest from Series EE andForm 8815 - Exclusion of Interest from Series EE andEE bondsTreasuryDirect2020 Form 8815 - IRS tax forms-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 2022 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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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 (a) and the institution's name and address in Column (b).
For Line 2, input the total qualified higher education expenses paid for the individual listed in Line 1.
On Line 3, enter any nontaxable educational benefits received for that individual.
Proceed to Line 6 and enter the total proceeds from all series EE and I bonds cashed during the year.
Complete Lines 7 through 14 by following the instructions provided on each line, ensuring you calculate your modified adjusted gross income accurately.

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See more Form 8815 - Exclusion of Interest from Series EE andForm 8815 - Exclusion of Interest from Series EE andEE bondsTreasuryDirect2020 Form 8815 - IRS tax forms versions

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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)
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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.

What type of bond interest is not taxable?

Interest on a bond that is used to finance government operations generally is not taxable if the bond is issued by a state, the District of Columbia, a U.S. possession, or any of their political subdivisions.

What is better series, EE or I Bonds?

I bonds, with their inflation-adjusted return, safeguard the investors purchasing power during periods of high inflation. On the other hand, EE Bonds offer predictable returns with a fixed-interest rate and a guaranteed doubling of value if held for 20 years.

How do I avoid paying taxes on series EE bonds?

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.

What is the tax exemption form for Series EE savings bonds?

To access Form 8815 Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 (For Filers With Qualified Higher Education Expenses): From within your TaxAct return (Online or Desktop), click Federal (on smaller devices, click in the top left corner of your screen, then click Federal).

Is interest on ibonds taxable?

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

united states savings bonds series ee

Form 8815 PDF Form 8815 instructions Form 8815 for 2024 Form 8815 for 2025 Form 8815 income limits U.S. Savings bond interest exclusion phase out Exclusion of interest from series ee and i us savings bonds issued after 1989 What is Form 8815

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Are EE bonds exempt from state tax?

The bond continues to accrue interest even after docHubing its face value, but at final maturity (after 30 years) interest stops accruing and must be reported. Note: Interest on EE bonds isnt subject to state income tax.

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.