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Form 8815 instructions 2011

Form 8815 instructions 2011-2025

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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 2012 and incurred qualified higher education expenses. The form outlines eligibility criteria, including income limits and the requirement that the taxpayer must not be married filing separately. It provides detailed instructions on how to report qualified expenses, nontaxable educational benefits, and how to determine the amount of interest that can be excluded from taxable income.

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Can you exclude interest from Series EE or I bonds?

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 do I avoid tax on i bond interest?

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 I qualify to exclude series EE or I bond interest?

To qualify for the exclusion, the bonds must be series EE or I 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. Also, you must have been age 24 or older before the bonds were issued.

Should I buy series EE or series I savings bonds?

Bottom line. I bonds, with their inflation-adjusted return, safeguard the investors purchasing power during periods of high inflation. On the other hand, EE Bonds offer predictable returns with a fixed-interest rate and a guaranteed doubling of value if held for 20 years.

Who cannot exclude interest under the education savings bond program form?

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.