Search Results

Information about Form 8815, Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989, including recent updates, related forms, and instructions on how to file. If you cashed series EE or I U.S. savings bonds this year that were issued after 1989, you may be able to exclude from your income part or all of the interest on those bonds.

Information about Form 8917, Tuition and Fees Deduction, including recent updates, related forms and instructions on how to file. Form 8917 is used to figure and take the deduction for tuition and fees expenses paid in this tax year.

Information about Form 5329, Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts, including recent updates, related forms and instructions on how to file. Form 5329 is used by any individual who has established a retirement account, annuity or retirement bond.

Form 8818 is used by individuals who cashed certain savings bonds and paid qualified higher education expenses to keep a record of the bonds. Form 8818 is not filed with IRS; the information is used to complete Form 8815. Use this form to keep a record of the post-1989 series EE and I bonds you cash. You will need the information on this form to complete Form 8815, Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989. Form 8815 is used to figure the amount of interest you can exclude from your income when you file your income tax return.

Find out which education expenses qualify for claiming education credits or deductions.

March 16, 2020 — If you’re paying higher education costs for yourself, a spouse or a dependent, you may be eligible to save some money with education tax credits or the Tuition and Fees Deduction.

Tax Tip 2023-114, Sept. 25, 2023 — Employers that offer educational assistance programs can also use those programs to help pay their employees’ student loans.

Tax Tip 2024-68, Aug. 7, 2024 — An educational assistance program is an employer’s written plan to provide employees with undergraduate or graduate-level educational assistance. These programs allow employers to pay student loan debt and other education expenses tax-free.

You are banned from claiming the Earned Income Tax Credit (EIC) due to your intentional disregard of the rules or a fraudulent claim in a prior tax year. Since your ban is still in effect, we disallowed the EIC for your current tax year.

Do you pay higher education expenses? Find out if you are eligible for the Lifetime Learning Credit or other tax benefits for education.