AmyC
Expert Alumni

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You are right that EE and I bonds can be rolled into a 529 account with the earnings tax free. Form 8815 has income limitations.

 

About Form 8815, Exclusion of Interest From Series EE & I Bonds- IRS states: 

$106,850 or more if single, head of household, or qualifying surviving spouse; or $167,800 or more if married filing jointly, stop. You cannot take the exclusion

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