ErnieS0
Expert Alumni

Get your taxes done using TurboTax

Yes. You should see those screens even if your income is too high to claim the Saving Bond interest exclusion. TurboTax will tell you that your exclusion is 0.

 

Did you enter your Saving Bond interest in Box 3? You will not see those questions if you entered your interest in Box 1.

 

For 2022, the exclusion of interest from Series EE and I Savings Bonds used for educational purposes phases out when your modified adjusted gross income (AGI) is more than $100,800 if single, head of household, or qualifying widow(er) and $158,650 if married filing jointly.

 

At $158k, you are at the upper limit.

 

@kirnma 

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