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  • Irs 8815 2022

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Form8815Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989OMB No. 154500742022(For Filers With Qualified Higher Education Expenses)Department of the Treasury Internal.

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Related content

About Form 8815, Exclusion of Interest From Series...
Jan 18, 2023 — If you cashed series EE or I U.S. savings bonds this year that were...
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2022 Publication 970 - IRS
Jan 20, 2023 — 5329 Additional Taxes on Qualified Plans (Including. IRAs) and Other...
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Form 8818 (Rev. December 2007) - IRS
Form 8815 is used to figure the amount of interest you can exclude from your income when...
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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.

You can hold your bond once it reaches maturity, but you won't earn any additional interest. On one hand, you can't spend a savings bond without redeeming it, so the value of your bonds would be considered "safe" from that standpoint.

Sole Owner: Only one individual is named as owner. Primary Owner (with Secondary Owner): Two individuals' names are recorded for the security in TreasuryDirect, separated by the word "WITH." For example, "John Smith SSN 123-45-6789 WITH Mary Smith SSN 987-65-4321."

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.

Failure to report such interest may lead to a federal tax penalty. You are supposed to pay tax on a U.S. Savings Bond in one of two ways. Most bondholders choose to defer the tax until the bond matures. Once they redeem the bond, they report the interest through a 1099-INT form.

When those bonds mature and stop earning interest, it is time to redeem them. Redeeming bonds is easy - just take them to a local bank or send them to the Bureau of the Fiscal Service.

Use Form 8815 to figure your modified AGI. For 2022, the exclusion begins to phase out at: $77,200 if you file single. $115,750 if you're married filing jointly or a qualifying widow(er)

After the one-year mark, you can go ahead and cash in your bond, but you will get hit with a penalty of three months' interest earned on the bond. There is no penalty if you simply hold onto the bond after five years.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232