Get the up-to-date 1996 Form 8815 Exclusion of Interest From Series EE U S Savings Bonds Issued after 1989 - irs-2024 now

Get Form
1996 Form 8815 Exclusion of Interest From Series EE U S Savings Bonds Issued after 1989 - irs Preview on Page 1

Here's how it works

01. Edit your form online
01. Edit your form online
Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
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
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 change 1996 Form 8815 Exclusion of Interest From Series EE U S Savings Bonds Issued after 1989 - irs online

Form edit decoration
9.5
Ease of Setup
DocHub User Ratings on G2
9.0
Ease of Use
DocHub User Ratings on G2

With DocHub, making adjustments to your paperwork takes only some simple clicks. Make these quick steps to change the PDF 1996 Form 8815 Exclusion of Interest From Series EE U S Savings Bonds Issued after 1989 - irs online for free:

  1. Sign up and log in to your account. Sign in to the editor with your credentials or click Create free account to evaluate the tool’s functionality.
  2. Add the 1996 Form 8815 Exclusion of Interest From Series EE U S Savings Bonds Issued after 1989 - irs for redacting. Click the New Document button above, then drag and drop the file to the upload area, import it from the cloud, or using a link.
  3. Change your file. Make any adjustments needed: insert text and pictures to your 1996 Form 8815 Exclusion of Interest From Series EE U S Savings Bonds Issued after 1989 - irs, highlight important details, erase sections of content and substitute them with new ones, and add icons, checkmarks, and fields for filling out.
  4. Finish redacting the template. Save the updated document on your device, export it to the cloud, print it right from the editor, or share it with all the people involved.

Our editor is very intuitive and efficient. Give it a try now!

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.
Contact us
Interest from EE U.S. savings bonds is taxed at the federal level but not at the state or local levels for income. The interest that savings bonds earn is the amount that a bond can be redeemed for above its face value or original purchase price.
More In Forms and Instructions Use Form 8815 to figure the amount of any interest you may exclude.
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.
Use Form 8815 to figure your modified AGI. For 2023, the exclusion begins to phase out at: $77,200 if you file single. $115,750 if youre married filing jointly or a qualifying widow(er)
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.
be ready to get more

Complete this form in 5 minutes or less

Get form

People also ask

The ability to get the exclusion ends if modified adjusted gross income is above certain limits (in 2022, it was $100,800 for singles or $158,650 for married couples filing jointly). I bonds have other restrictions. No withdrawals are allowed in the first year of ownership.
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.
ing to the Treasury Department, its typical to defer reporting interest until you redeem bonds at maturity. With electronic Series EE bonds, the redemption process is automatic and interest is reported to the IRS. Interest earnings on bonds are reported on IRS Form 1099-INT.

Related links