Form 8815 not generating, I have Turbo Tax Premier Desktop

[deepakbhagia]

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 · Accepted solution]

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