Q. What form do I need for this?
A. Form 8815. Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989
(For Filers With Qualified Higher Education Expenses [including rollover to a 529 plan])
Enter your 1099-Int, at interest income. When TurboTax (TT) sees the interest in box 3, it will ask about education expenses including contributions to a qualified tuition plan (e.g. 529). TT will completed form 8815
