Federal Tax Form 8815 - Exclusion of Interest from Series EE & I Savings Bonds

Tax Form 8815 is used to figure the amount of any interest you may exclude from your income or interest if you cashed series EE or I U.S. savings bonds in 2005 that were issued after 1989.

You may take the exclusion if all four of the following apply.

1. You cashed qualified U.S. savings bonds in 2005 that were issued after 1989.
2. You paid qualified higher education expenses in 2005 for yourself, your spouse, or your dependents.
3. Your filing status is any status except married filing separately.
4. Your modified AGI (adjusted gross income) is less than: $76,200 if single or head of household; $121,850 if married filing jointly or qualifying widow(er). See the instructions for line 9 to figure your modified AGI.

To qualify for the exclusion, the bonds must be series EE or I U.S. savings bonds issued after 1989 in your name, or, if you are married, they may be issued in your name and your spouse's name. Also, you must have been age 24 or older before the bonds were issued. A bond bought by a parent and issued in the name of his or her child under age 24 does not qualify for the exclusion by the parent or child.

Form name	Instructions	Form
2007 Federal Tax Form 8815 - Exclusion of Interest from Series EE & I Savings Bonds
2006 Federal Tax Form 8815 - Exclusion of Interest from Series EE & I Savings Bonds	-
2005 Federal Tax Form 8815 - Exclusion of Interest from Series EE & I Savings Bonds	-