Form 8815 - Dec 2022

Form 8815 is used by taxpayers to exclude interest from Series EE and I U.S. savings bonds issued after 1989, if the taxpayer paid qualified higher education expenses during the year. The form requires information about the taxpayer, the savings bonds, and the qualified higher education expenses. The completed form should be submitted with the taxpayer's tax return.

Individuals who have Qualified Higher Education Expenses.

The completed Form 8815 should be attached to Form 1040 or 1040-SR and submitted to the Internal Revenue Service.