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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)
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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