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Get Form 8818 (rev. September 1999). Optional Form To Record Redemption Of Series Ee U.s. Savings Bonds
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How to fill out the Form 8818 (Rev. September 1999). Optional Form To Record Redemption Of Series EE U.S. Savings Bonds online
Filling out Form 8818 is crucial for individuals who have cashed Series EE or I U.S. savings bonds issued after 1989 and have incurred qualified higher education expenses. This guide provides a clear, step-by-step approach to ensure you accurately complete this form online.
Follow the steps to successfully fill out Form 8818.
- Click the ‘Get Form’ button to obtain the form and open it in the document editor.
- In the 'Name' field, enter your name as it appears on your identification documents.
- In the 'Date cashed' field, input the date when you cashed the bonds.
- In Part I, list your Series I bonds one by one. For each bond, provide the serial number, issue date, and face value as described in the respective columns.
- In Part II, if applicable, input the details for your Series EE bonds using the same format as in Part I.
- Follow the instructions to add the totals in the columns where required, calculating your total redemption proceeds and interest.
- After you have completed all sections, ensure that all information is accurate and neatly formatted.
- Finally, save your changes and download the form for your records. You may also choose to print or share the completed form as necessary.
Complete your Form 8818 online to ensure you maximize your potential interest exclusions on U.S. savings bonds.
Every Patriot Bond earns interest, which accrues in six-month periods. After 20 years, the Patriot Bond is guaranteed to be worth at least face value. So a $50 Patriot Bond, which was bought for $25, will be worth at least $50 after 20 years. It can continue to accrue interest for as many as 10 more years after that.
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