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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.
‎January 8, 2024
5:03 AM