Get the up-to-date 2013 8815 form-2024 now

Show details

4.1 out of 5

42 votes

5. Add lines 3 and 4. 6. Subtract line 5 from line 1. Enter the result here and on Form 8815 line 6. Future Developments For the latest information about developments related to Form 8815 and its instructions such as legislation enacted after they were published go to www.irs.gov/form8815. Purpose of Form If you cashed series EE or I U.S. savings bonds in 2013 that were issued after 1989 you may be able to exclude from your income part or all of the interest on those bonds. 5. Add lines 3 and 4 ...

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

The best way to modify 2013 8815 form in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Adjusting documents with our extensive and intuitive PDF editor is straightforward. Follow the instructions below to fill out 2013 8815 form online quickly and easily:

Sign in to your account. Log in with your email and password or register a free account to test the product prior to upgrading the subscription.
Upload a document. Drag and drop the file from your device or import it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit 2013 8815 form. Effortlessly add and highlight text, insert pictures, checkmarks, and signs, drop new fillable areas, and rearrange or delete pages from your paperwork.
Get the 2013 8815 form accomplished. Download your updated document, export it to the cloud, print it from the editor, or share it with other people using a Shareable link or as an email attachment.

Take advantage of DocHub, the most straightforward editor to promptly manage your documentation online!

See more 2013 8815 form versions

We've got more versions of the 2013 8815 form form. Select the right 2013 8815 form version from the list and start editing it straight away!

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)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

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 pay taxes on inherited savings bonds?

The short answer is yes, you generally will be responsible for taxes owed on savings bonds you inherit from someone else. The good news is that you may be able to defer taxes on inherited savings bonds or avoid it altogether in certain situations.

What to do with inherited series EE bonds?

TO CASH BONDS FOR A DECEDENTS ESTATE: Series EE, Series E, and Series I bonds can be cashed at a local financial institution. Some of these transactions may have to be forwarded for further processing. Series HH and Series H bonds must be sent to one of the addresses shown at the bottom of the following page.

Is there a penalty for not cashing matured savings bonds?

There is no penalty if you simply hold onto the bond after five years. There is value in holding onto most bonds. The longer they mature, the more interest bonds earn.

What is 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 Form 8815?

Limits. The exclusion is subject to income limitations: Your modified adjusted gross income (AGI) is less than $106,850 if single, head of household, or qualifying surviving spouse. Your modified adjusted gross income (AGI) is less than $167,800 if married filing jointly.

Is there any way to avoid 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.

How do I avoid paying taxes on inherited savings bonds?

The Education Tax Exclusion The IRS lets you avoid paying taxes on interest earned by Series EE and Series I savings bonds when you redeem them if you use the money toward qualified higher education costs for yourself, your spouse, or any of your dependents.

How do I cash out an inherited savings bond?

Get a certified copy of the death certificate for everyone who has died who is named on any of the bonds. Have each person who is entitled to a distributed bond also fill out and sign the appropriate forms: If they want cash for their bond: FS Form 1522. If it is an EE or I bond and they want to keep it: FS Form 4000.

Get the up-to-date 2013 8815 form-2024 now

Here's how it works