Get IRS 8815 2021-2023
For purposes of figuring the amount to put on Form 8815 line 9 do not reduce your educator expenses if any by the amount on Form 8815 line 14. 5. Add lines 3 and 4. 6. Subtract line 5 from line 1. Enter the result here and on Form 8815 line 6. Cat. No. 10822S Form 8815 2017 Page 2 Intentionally Left Blank Page 3 General Instructions Section references are to the Internal Revenue Code. Line 6 Worksheet keep a copy for your records 1. Enter the amount from Form 8815 line 5. 2. Enter the face value of all post-1989 paper series EE bonds cashed in 2017 3. Future Developments For the latest information about developments related to Form 8815 and its instructions such as legislation enacted after they were published Purpose of Form If you cashed series EE or I U.S. savings bonds in 2017 that were issued after 1989 you may be able to exclude from your income part or all of the interest on those bonds. Form Exclusion of Interest From Series EE and I U*S* Savings Bonds Issued After 1989 OMB No* 1545-0074 For Filers With Qualified Higher Education Expenses Department of the Treasury Internal Revenue Service 99 Name s shown on return Go to www*irs*gov/Form8815 for the latest information* Attach to Form 1040 or Form 1040A. a Name of person you your spouse or your dependent who was enrolled at or attended an eligible educational institution Attachment Sequence No* 167 Your social security number b Name and address of eligible educational institution If you need more space attach a statement. Enter the total qualified higher education expenses you paid in 2017 for the person s listed in column a of line 1. See the instructions to find out which expenses qualify. fellowship grants received for 2017 for the person s listed in column a of line 1 see instructions Subtract line 3 from line 2. If zero or less stop* You cannot take the exclusion. after 1989 that you cashed during 2017. Enter the interest included on line 5 see instructions. If line 4 is equal to or more than line 5 enter 1. 000. If line 4 is less than line 5 divide line 4 by line 5. Enter the result as a decimal rounded to at least three places. Multiply line 6 by line 7. Enter your modified adjusted gross income see instructions. Enter 78 150 if single head of household or qualifying widow er 117 250 if married filing jointly. 13 and go to line 14. Divide line 11 by 15 000 if single head of household or qualifying widow er 30 000 if married filing jointly. Enter the result as a decimal rounded to at least three places. Note If line 9 is 93 150 or more if single head of household or qualifying widow er or 147 250 or more if married filing jointly stop* You cannot take the exclusion* Excludable savings bond interest. Subtract line 13 from line 8. Enter the result here and on Schedule B Form 1040A or 1040 line 3. For Paperwork Reduction Act Notice see your tax return instructions. Use this form to figure the amount of any interest you may exclude. Who Can Take the Exclusion You can take the exclusion if all four of the following apply.
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