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Form8815Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989OMB No. 154500742022(For Filers With Qualified Higher Education Expenses)Department of the Treasury Internal.
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Form 8815 FAQ
After the one-year mark, you can go ahead and cash in your bond, but you will get hit with a penalty of three months' interest earned on the bond. There is no penalty if you simply hold onto the bond after five years.
Use Form 8815 to figure your modified AGI. For 2022, the exclusion begins to phase out at: $77,200 if you file single. $115,750 if you're married filing jointly or a qualifying widow(er)
When those bonds mature and stop earning interest, it is time to redeem them. Redeeming bonds is easy - just take them to a local bank or send them to the Bureau of the Fiscal Service.
Failure to report such interest may lead to a federal tax penalty. You are supposed to pay tax on a U.S. Savings Bond in one of two ways. Most bondholders choose to defer the tax until the bond matures. Once they redeem the bond, they report the interest through a 1099-INT form.
There is no penalty if you simply hold onto the bond after five years. There is value in holding onto most bonds. The longer they mature, the more interest bonds earn.
Sole Owner: Only one individual is named as owner. Primary Owner (with Secondary Owner): Two individuals' names are recorded for the security in TreasuryDirect, separated by the word "WITH." For example, "John Smith SSN 123-45-6789 WITH Mary Smith SSN 987-65-4321."
You can hold your bond once it reaches maturity, but you won't earn any additional interest. On one hand, you can't spend a savings bond without redeeming it, so the value of your bonds would be considered "safe" from that standpoint.
If you cashed series EE or I U.S. savings bonds this year that were issued after 1989, you may be able to exclude from your income part or all of the interest on those bonds. Use Form 8815 to figure the amount of any interest you may exclude.
Irs form 8815 Related content
Form 8818 (Rev. December 2007) - IRS
Form 8815 is used to figure the amount of interest you can exclude from your income when...
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