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8815Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989Department of the Treasury Internal Revenue ServiceAttach to Form 1040 or 1040SR. Go to www.irs.gov/Form8815 for.
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Irs savings bonds FAQ
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You can skip paying taxes on interest earned with Series EE and Series I savings bonds if you're using the money to pay for qualified higher education costs. That includes expenses you pay for yourself, your spouse or a qualified dependent.
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Your filing status is any status except married filing separately. Your modified AGI (adjusted gross income) is less than: $89,700 if single or head of household; $142,050 if married filing jointly or qualifying widow(er) with dependent child. See the instructions for line 9 to figure your modified AGI.
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How to get the most value from your savings bonds Face ValuePurchase Amount30-Year Value (Purchased May 1990)$50 Bond$100$207.36$100 Bond$200$414.72$500 Bond$400$1,036.80$1,000 Bond$800$2,073.60
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All Series EE Bonds reach final maturity 30 years from issue. All Series EE bonds reach final maturity 30 years from issue. Series EE savings bonds purchased from May 1995 through April 1997 increase in value every six months. The interest rate is compounded semiannually.
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Use Form 8815 to figure the amount of any interest you may exclude. You may take the exclusion if all four of the following apply: To qualify for the exclusion, the bonds must be series EE U.S. savings bonds issued after 1989 in your name, or, if you are married, they may be issued in your name and your spouse's name.
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While the Treasury will not penalize you for holding a U.S. Savings Bond past its date of maturity, the Internal Revenue Service will. Interest accumulated over the life of a U.S. Savings Bond must be reported on your 1040 form for the tax year in which you redeem the bond or it reaches final maturity.
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For those fully matured bonds remaining unredeemed, there is no active program by the Bureau to locate the bondholders and pay them the proceeds to which they are entitled. Traditionally, it has been up to the registered owner to remember to redeem the matured bond decades after the initial purchase.
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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.
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income. For purpose of figuring the amount to report on Form 8815, line 9, do not reduce...
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2022 Publication 970
8815 Exclusion of Interest From Series EE and I. U.S. Savings Bonds Issued After...
Learn more -
2022 tax return
Apr 18, 2023 — U.S. savings bonds issued after 1989. Attach Form 8815. 3. 4. Subtract...
Learn more -
2022 Publication 505
Mar 14, 2022 — • U.S. savings bond interest used for higher education expenses (Form...
Learn more -
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Use Form 8863 to figure and claim your education credits, which are based on adjusted...
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