AnnetteB6
Expert Alumni

Retirement tax questions

If you used the proceeds from cashing your Series I savings bonds to pay for qualified education expense, then you would file Form 8815 as part of your return.

 

After you have entered the interest income from the savings bonds in the Form 1099-INT section, there will be a follow-up question that asks if you cashed either Series I or Series EE bonds.  If you answer 'yes', then the next question is whether you used the money to pay for higher education expenses.  If the answer is 'yes', that is when Form 8815 will be included as part of your return.  You will see a series of other questions to answer which will fill out the form for you.

 

@Dsf4man 

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