×
tax forms found in
Tax Form Code
Tax Form Name

Federal Free Printable Form 8818  (Rev. December 2007) for 2024 Federal Optional Form To Record Redemption of Series EE and I U.S. Savings Bonds Issued After 1989

There are only 18 days left until tax day on April 16th! eFile your return online here , or request a six-month extension here .

It appears you don't have a PDF plugin for this browser. Please use the link below to download 2023-federal-form-8818.pdf, and you can print it directly from your computer.

Optional Form To Record Redemption of Series EE and I U.S. Savings Bonds Issued After 1989
Form 8818 (Rev. December 2007)

Form Optional Form To Record Redemption of Series EE and I U.S. Savings Bonds Issued After 1989 8818 OMB No. 1545-0074 (For Individuals With Qualified Higher Education Expenses) (Rev. December 2007) Department of the Treasury Internal Revenue Service © Keep for your records. Do not send to the IRS. © See instructions on back. Name Date cashed Part I 1 2 3 Add the amounts in column (c) of line 1 Multiply line 2 by 50% (.50). This is your cost of the paper series EE bonds cashed Next: If you also cashed series I bonds or electronic series EE bonds, go to Part II. Otherwise, skip Part II and go to Part III. 4 (c) Face value 2 3 Series I Bonds and Electronic Series EE Bonds (a) Serial number (b) Issue date (must be after 1989) Add the amounts in column (c) of line 4. This is your cost of the series I bonds and electronic series EE bonds cashed Part III 6 (b) Issue date (must be after 1989) (a) Serial number Part II 5 Paper Series EE Bonds (c) Face value 5 Total Redemption Proceeds and Interest Total redemption proceeds from the bonds listed in Parts I and II. Be sure to get this figure from the teller when you cash the bonds 7 Add lines 3 and 5. This is your total cost of the bonds listed in Parts I and II 8 Subtract line 7 from line 6. This is the total interest on the bonds listed in Parts I and II For Paperwork Reduction Act Notice, see back of form. Cat. No. 10097L 6 7 8 Form 8818 (Rev. 12-2007) Form 8818 (Rev. 12-2007) Page 2 General Instructions Specific Instructions Purpose of Form Note. Before you cash your series EE bonds, separate the bonds issued after 1989 from the bonds issued before 1990. If you cashed series EE or series I U.S. savings bonds that were issued after 1989 and you paid qualified higher education expenses during the year, you may be able to exclude from income part or all the interest on those bonds. Use Form 8818 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. The instructions for your tax return will tell you how to take the exclusion. Use a separate Form 8818 each time you cash series EE or series I bonds issued after 1989. If you choose not to use Form 8818 but intend to exclude the interest from your income, you should keep records that include the information asked for on this form. Bonds That Qualify for Exclusion To qualify for the exclusion, the bonds must have been issued after 1989 in your name, or, if you are married, they may be issued in your name and your spouse’s name. It does not matter who bought the bonds. Also, you must have been age 24 or older before the bonds were issued. A bond bought by a parent and issued in the name of his or her child who is under age 24 will not qualify for the exclusion by the parent or the child. Generally, the interest on the bond will be taxed at the child’s rate once the child reaches age 18. Prior to reaching age 18, the interest may be taxed at the parent’s or the child’s rate depending on the total amount of the child’s investment income (for example, interest and dividends). Note. Interest on U.S. savings bonds is exempt from state and local income taxes. Qualified Higher Education Expenses Qualified higher education expenses include tuition and fees, but not room and board, required for the enrollment or attendance at a college, university, or vocational school. Qualified expenses also include contributions to a qualified tuition program or to a Coverdell education savings account. The expenses must be for you, your spouse, or your dependent. Additional Information For more details about the exclusion, including limits that apply to the amount you may exclude, see Pub. 550, Investment Income and Expenses, or Pub. 970, Tax Benefits for Education. Line 1 For each paper series EE bond issued after 1989, enter the correct information for columns (a), (b), and (c) of line 1. Line 4 For each series I bond and electronic series EE bond issued after 1989, enter the correct information for columns (a), (b), and (c) of line 4. Include post-1989 series EE bonds converted from paper to electronic bonds. Do not include them in Part I. Line 8 You may be able to exclude this interest from your income. See Form 8815 for details. Note. Keep Form 8818 for your records. Do not send it to the IRS. Paperwork Reduction Act Notice. Use of this form is optional. It is provided to help you figure your tax liability. You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by Internal Revenue Code section 6103. The average time and expenses required to complete and file this form will vary depending on individual circumstances. For the estimated averages, see the instructions for your income tax return. If you have suggestions for making this form simpler, we would be happy to hear from you. See the instructions for your income tax return.
Extracted from PDF file 2023-federal-form-8818.pdf, last modified November 2007

More about the Federal Form 8818 Corporate Income Tax TY 2023

We last updated the Optional Form To Record Redemption of Series EE and I U.S. Savings Bonds Issued After 1989 in February 2024, so this is the latest version of Form 8818, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 8818 directly from TaxFormFinder. You can print other Federal tax forms here.


eFile your Federal tax return now

eFiling is easier, faster, and safer than filling out paper tax forms. File your Federal and Federal tax returns online with TurboTax in minutes. FREE for simple returns, with discounts available for TaxFormFinder users!

File Now with TurboTax

Other Federal Corporate Income Tax Forms:

TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 1040 U.S. Individual Income Tax Return
1040 (Schedule B) Interest and Ordinary Dividends
Form W-3 Transmittal of Wage and Tax Statements
Form 1096 Annual Summary and Transmittal of U.S. Information Returns
Form 1120-H U.S. Income Tax Return for Homeowners Associations

Download all  tax forms View all 775 Federal Income Tax Forms


Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 8818 from the Internal Revenue Service in February 2024.

Show Sources >

About the Corporate Income Tax

The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.

Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).

Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.

Historical Past-Year Versions of Federal Form 8818

We have a total of eleven past-year versions of Form 8818 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2023 Form 8818

Form 8818 (Rev. December 2007)

2022 Form 8818

Form 8818 (Rev. December 2007)

2021 Form 8818

Form 8818 (Rev. December 2007)

2020 Form 8818

Form 8818 (Rev. December 2007)

2019 Form 8818

Form 8818 (Rev. December 2007)

2018 Form 8818

Form 8818 (Rev. December 2007)

2017 Form 8818

Form 8818 (Rev. December 2007)

2016 Form 8818

Form 8818 (Rev. December 2007)

Optional Form To Record Redemption of Series EE and I U.S. Savings Bonds Issued After 1989 2015 Form 8818

Form 8818 (Rev. December 2007)

Optional Form To Record Redemption of Series EE and I U.S. Savings Bonds Issued After 1989 2012 Form 8818

Form 8818 (Rev. December 2007)

Optional Form To Record Redemption of Series EE and I U.S. Savings Bonds Issued After 1989 2011 Form 8818

Form 8818 (Rev. December 2007)


TaxFormFinder Disclaimer:

While we do our best to keep our list of Federal Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.

** This Document Provided By TaxFormFinder.org **
Source: http://www.taxformfinder.org/federal/form-8818