2013 8815 form-2026

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Form 8815 is used to calculate the exclusion of interest from U.S. Series EE and I Savings Bonds issued after 1989 for taxpayers who cashed these bonds in 2013 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 the 2013 8815 form 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). If there are multiple institutions, list all of them.
For Line 2, input the total qualified higher education expenses paid in 2013 for the individual(s) listed on line 1. Ensure these expenses qualify as per IRS guidelines.
On Line 3, enter any nontaxable educational benefits received for the same individual(s). This includes scholarships or grants that do not count as taxable income.
Proceed to Line 6 and enter the total proceeds from all series EE and I U.S. savings bonds cashed during 2013.
Complete Lines 7 through 14 by following the instructions provided for each line, ensuring accurate calculations based on your financial situation.

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What is the IRS form 8815 used for?

If you cashed series EE or I U.S. savings bonds this year that were issued after 1989, you may be able to exclude from your income part or all of the interest on those bonds. Use Form 8815 to figure the amount of any interest you may exclude.

How much tax will I pay on my EE savings bonds?

Series EE bond interest isnt taxed as it accrues unless the owner elects to have it taxed annually. If the election is made, all previously accrued but untaxed interest is reported in the election year. In most cases, the election isnt made so that the benefit of tax deferral can be enjoyed.

How to avoid taxes on EE 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.

How to avoid paying tax on 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.

How much can you take out of a bond without paying tax?

This is a rule in tax law which allows investors to withdraw up to 5% of their investment into a bond, each policy year, without incurring an immediate tax charge.

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How to avoid capital gains tax on bonds?

TurboTax Tip: If you buy a bond when it is issued and hold it until maturity, you generally wont have a capital gain or loss. If you sell the bond before its maturity date, youll typically have a capital gain or capital loss, depending on the selling price.

Do I need to fill out the back of my savings bond?

An electronic indorsement in the Type 26 or Type 28 records is required, consistent with check image deposit guidelines. Paying agents must continue to apply the paying agent stamp on the front of the savings bond and complete the owner and paying agent information on the back of the bond.

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

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.

2013 8815 form-2026

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