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gailsheridanlucht
Returning Member

US savings bonds EE series previous question

Sorry, Form 8815 is the one I'm having problems with

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1 Reply
KathrynG3
Expert Alumni

US savings bonds EE series previous question

Please clarify what problems are being experienced.

 

For an exclusion for US Savings Bonds EE Series to be allowed, US Treasury Direct states all five of the following apply:

You can take the exclusion if all five of the following apply:

  1. You cashed qualified U.S. savings bonds in the same tax year for which you are claiming the exclusion.
  2. You paid qualified higher education expenses in that same tax year for yourself, your spouse, or your dependents.
  3. Your filing status is any status except married filing separately.
  4. Your modified adjusted gross income was less than the cut-off amount set by the Internal Revenue Service. This amount typically changes every year. See IRS Form 8815 for the current amount.
  5. You were 24 or older before your savings bonds were issued.

@gailsheridanlucht

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