IRS Form 8815

2025 Printable Template

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Form last updated: 03/2024. Please verify this is the current version before use.

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What is a 8815 used for?

Form 8815 is used by taxpayers to exclude interest from Series EE and I U.S. Savings Bonds issued after 1989 from their taxable income, when the bond proceeds are used for qualified higher education expenses. This exclusion can help reduce taxable income for eligible taxpayers.

Who needs to fill out a 8815 form

Taxpayers who have paid qualified higher education expenses and have interest from Series EE or I U.S. Savings Bonds issued after 1989.

How to fill out a 8815 online?

Follow these steps to complete your 8815 form online.

Step 1
Step 1
Access Form 8815 from the IRS website or a PDF editor.
Step 2
Step 2
Enter your personal information at the top of the form.
Step 3
Step 3
Report the total interest from Series EE and I U.S. Savings Bonds.
Step 4
Step 4
Calculate the exclusion amount according to the form instructions.
Step 5
Step 5
Review the form for accuracy before submission.
Step 6
Step 6
Ensure compliance with the latest signature requirements.

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Frequently Asked Questions

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Form 8815 is used to exclude interest from Series EE and I U.S. Savings Bonds issued after 1989 from taxable income when used for qualified higher education expenses.

Form 8815 should be filed with your annual tax return, typically due by the tax return due date, generally April 15.

File an amended tax return using Form 1040-X to correct any errors on Form 8815.

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