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Level 1
posted Mar 19, 2024 3:17:59 PM

Form 8815 not generating, I have Turbo Tax Premier Desktop

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

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1 Best answer
Expert Alumni
Mar 20, 2024 2:21:49 PM

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

1 Replies
Expert Alumni
Mar 20, 2024 2:21:49 PM

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