m67j66
Returning Member

Get your taxes done using TurboTax

OK. Right.  But I also have the situation you mention---I cashed in EE bonds, put the proceeds into various 529 plans and took some for personal use.  I paid estimated taxes on the interest portion of earnings for the personal use portion. I made tuition payments with some of the 529 accounts and just augmented the others, so I need to know where and how that gets captured so I can exclude paying taxes on the redeemed EE money that went into 529s.  For this I will need the 8815 form.   Thanks.