Enter exclusion for Series EE or I bond interest
Do the following to enter exclusion for Series EE or I bond interest:
- To qualify for the exclusion, Series EE or I bonds will need to have been issued after 1989 in the taxpayer's name (or jointly if married).
- The taxpayer will need to have been 24 years old or older before the bonds were issued.
- Data entry for Form 8815 is also available on theEducatescreen in theEducationfolder.
