Form 8815 not generating, I have Turbo Tax Premier Desktop

deepakbhagia · ‎March 19, 2024

Hi, I reported interest on Treasury Bond in Box 3, it is not showing the Form 8815, I used that interest to rollover to a 529 plan. Please advice

AmyC · ‎March 20, 2024

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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View solution in original post

AmyC · ‎March 20, 2024

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

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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Form 8815 not generating, I have Turbo Tax Premier Desktop