8815

Lewisda1876 — Fri, 28 Feb 2025 23:25:10 GMT

Will the IRS send me a form 8815 electronically? I need that form to be exempt from taxes on a 529. TurboTax over the phone could not figure out how to include that form on my return. Will TT send the form to my email to download?

Re: 8815

DianeW777 — Wed, 05 Mar 2025 20:11:22 GMT

No, the IRS will not mail the form to you after you file a return. It is available in TurboTax and can be e-filed with your return.

You can add Form 8815 in TurboTax by using these steps if you rolled over bond interest to your 529 plan:

Open your return, click Income > Select Interest and Dividends
Scroll to the interest income Edit beside Interest on 1099-INT OR
If you haven't entered any interest income yet you will see the screen, Did you receive any interest income? Click the Yes box.
On the Choose your bank or brokerage screen, click on the I'll type it in myself box.
On the next screen, Let's get your 1099-INT or brokerage statement details, click the box My form has info in more than just box 1 (this is uncommon).
Enter the bond interest in box 3 and click Continue.
Continue through the screens , entering the requested information and pay close attention to the questions regarding education.

TurboTax will automatically generate and populate Form 8815 for you.

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8815

Re: 8815