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1999 Form 8815. Exclusion Of Interest From Series EE U.S. Savings Bonds Issued After 1989
Get 1999 Form 8815. Exclusion Of Interest From Series EE U.S. Savings Bonds Issued After 1989
Es) Attach to Form 1040 or Form 1040A. Name(s) shown on return 1 (a) Name of person (you, your spouse, or your dependent) who was enrolled at or attended an eligible educational institution OMB No. 1545-1173 1999 Attachment Sequence No. 57 Your social security number (b) Name and address of eligible educational institution If you need more space, attach a statement. 2 3 4 5 6 7 8 9 10 11 12 13 14 Enter the total qualified higher education expenses you paid in 1999 for the person(s.
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10822s FAQ
The ability to get the exclusion ends if modified adjusted gross income is above certain limits (in 2022, it was $100,800 for singles or $158,650 for married couples filing jointly). I bonds have other restrictions. No withdrawals are allowed in the first year of ownership.
Limits. The exclusion is subject to income limitations: Your modified adjusted gross income (AGI) is less than $106,850 if single, head of household, or qualifying surviving spouse. Your modified adjusted gross income (AGI) is less than $167,800 if married filing jointly.
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.
If you redeemed Series EE or Series I U.S. savings bonds to pay for higher education expenses, use Form 8815 to exclude the interest from your income. You can claim this exclusion if you paid qualified higher education expenses for yourself, your spouse, or your dependents in the year you redeemed the savings bond(s).
EE bonds earn interest monthly. Interest is compounded semiannually, meaning that every 6 months we apply the bond's interest rate to a new principal. The new principal is the sum of the prior principal and the interest earned in the previous 6 months.
The bond must be issued either in your name (sole owner) or in your and your spouse's names (co-owners). You must be at least 24 years old before the bond's issue date. This information is found in the Interest Income chapter of Publication 17, Your Federal Income Tax.
Your modified adjusted gross income is less than $98,000 if single, head of household or qualifying widower, or $124,800 if married filing jointly (in 2022). This number typically increases each year and IRS Form 8815 shows each year's exclusion. You were already age 24 or older before your savings bonds were issued.
EE bonds earn interest until the first of these events: You cash in the bond or it reaches 30 years old. Therefore, many of these bonds have stopped earning interest. If you moved your EE bond into a TreasuryDirect account, we pay you for the bond as soon as it reaches 30 years and stops earning interest.
W-2 Related content
2014 Instructions for Form 1040NR
Apr 15, 2015 — expenses by the following amounts. Excludable U.S. series EE and I...
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