Form 8815 - Series EE Bond Exclusion

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 upper left-hand corner, then click Federal.
  2. Click Investment Income in the Federal Quick Q&A Topics menu to expand, then click Series EE and I bond interest exclusion for education expenses.
  3. Click Yes, then continue with the interview process to enter all of the appropriate information.

For more information, refer to Form 8815 instructions, starting on page 3.

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