Form 8815 - Series EE Bond Exclusion
1

To access Form 8815 Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 (For Filers With Qualified Higher Education Expenses):

  1. From within your TaxAct return (Online or Desktop), click Federal (on smaller devices, click in the top left corner of your screen, then click Federal).
  2. Click the Investment Income dropdown, then click Series EE and I bond interest exclusion for education expenses.
  3. Continue with the interview process to enter your information.

For more information, go to page 3 of Form 8815 instructions.


Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.