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Ee savings bonds current value

Form 8815-2025

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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 have qualified higher education expenses in 2024. The form requires information about the taxpayer, eligible educational institutions, and qualified expenses, and it outlines eligibility criteria, including income limits and bond ownership requirements. It provides detailed instructions on how to report expenses and calculate the excludable interest.

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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.

Do I need to report I bonds on my tax return?

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

Do I report I bond on taxes?

Must I pay tax on what the bond earns? You choose whether to report each years earnings or wait to report all the earnings when you get the money for the bond. If you use the money for qualified higher education expenses, you may not have to pay tax on the earnings.

Will I get a 1099 from TreasuryDirect?

We put a 1099 into your TreasuryDirect account if: You cash a savings bond in TreasuryDirect. (We dont provide a 1099 if you only buy or hold a savings bond.) You hold a marketable security in TreasuryDirect and the security earns interest.

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 $111,800 if single, head of household, or qualifying surviving spouse. Your modified adjusted gross income (AGI) is less than $175,200 if married filing jointly.

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What is the downside of an I bond?

Cons of I Bonds This cap makes I Bonds unsuitable for those looking to invest larger sums. Early withdrawal penalty: If you cash in your I Bonds before five years have passed, you lose the last three months of earned interest. This penalty may impact liquidity for those who need their funds sooner.

How do I avoid taxes when cashing in savings 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.

Do bonds need to be reported on taxes?

The interest you earn on corporate bonds is generally always taxable. Most all interest income earned on municipal bonds is exempt from federal income taxes. When you buy muni bonds issued by the state where you file state taxes, the interest you earn is usually also exempt from state income taxes.

Form 8815-2025

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What is the IRS form 8815 used for?

Do I need to report I bonds on my tax return?

Do I report I bond on taxes?

Will I get a 1099 from TreasuryDirect?

What is the income limit for form 8815?

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What is the downside of an I bond?

How do I avoid taxes when cashing in savings bonds?

Do bonds need to be reported on taxes?

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