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Help With 1040x

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Help With 1040x

Help with 1040x Index A Adopted child, Adopted child. Help with 1040x Adoption taxpayer identification number (ATIN), Married child. Help with 1040x Age test (see Qualifying child) Alaska Permanent Fund dividends, Rule 6—Your Investment Income Must Be $3,300 or Less Alimony, Income That Is Not Earned Income Annuities, Income That Is Not Earned Income Armed forces, Nontaxable military pay. Help with 1040x , Military personnel stationed outside the United States. Help with 1040x , Temporary absences. Help with 1040x , Joint Return Test, Military personnel stationed outside the United States. Help with 1040x , Nontaxable combat pay. Help with 1040x Assistance (see Tax help) B Basic Allowance for Housing (BAH), Nontaxable military pay. Help with 1040x Basic Allowance for Subsistence (BAS), Nontaxable military pay. Help with 1040x C Child Adopted child, Adopted child. Help with 1040x Birth or death of, Birth or death of child. Help with 1040x Foster child, Relationship Test, Foster child. Help with 1040x , Rule 10—You Cannot Be a Qualifying Child of Another Taxpayer, Kidnapped child, Kidnapped child. Help with 1040x Married child, Married child. Help with 1040x Child support, Income That Is Not Earned Income Clergy, Clergy. Help with 1040x Combat zone pay, Nontaxable combat pay. Help with 1040x Community property, Community property. Help with 1040x , Community property. Help with 1040x D Detailed examples, Chapter 6—Detailed Examples Disability benefits, Disability Benefits Disallowance of the EIC, Chapter 5—Disallowance of the EIC Dividend income, Income That Is Not Earned Income Divorced parents, special rule, Special rule for divorced or separated parents (or parents who live apart). Help with 1040x Domestic partner, Nevada, Washington, and California domestic partners. Help with 1040x E Earned income, Rule 7—You Must Have Earned Income, Earned Income Earned income credit (EIC), EIC Table EITC Assistant, Is There Help Online? Extended active duty, Extended active duty. Help with 1040x , Military personnel stationed outside the United States. Help with 1040x F Figuring EIC yourself, Chapter 4—Figuring and Claiming the EIC, How To Figure the EIC Yourself Filing status: Head of household, Rule 3—Your Filing Status Cannot Be Married Filing Separately Married filing separately, Rule 3—Your Filing Status Cannot Be Married Filing Separately Forms: 1040, Do I Need This Publication?, Adjusted gross income (AGI). Help with 1040x , No SSN. Help with 1040x , Form 1040. Help with 1040x 1040A, Adjusted gross income (AGI). Help with 1040x , No SSN. Help with 1040x , Form 1040A. Help with 1040x 1040EZ, Adjusted gross income (AGI). Help with 1040x , No SSN. Help with 1040x , Form 1040EZ. Help with 1040x 1040X, Rule 2—You Must Have a Valid Social Security Number (SSN), Filing deadline approaching and still no SSN. Help with 1040x 2555, Rule 5—You Cannot File Form 2555 or Form 2555-EZ 2555–EZ, Rule 5—You Cannot File Form 2555 or Form 2555-EZ 4029, Minister's housing. Help with 1040x , Approved Form 4361 or Form 4029, Form 4029. Help with 1040x 4361, Minister's housing. Help with 1040x , Approved Form 4361 or Form 4029, Form 4361. Help with 1040x 4797, Do I Need This Publication? 4868, Filing deadline approaching and still no SSN. Help with 1040x 8814, Do I Need This Publication? 8862, Chapter 5—Disallowance of the EIC, Form 8862 Foster care payments, Income That Is Not Earned Income Foster child, Relationship Test, Foster child. Help with 1040x , Rule 10—You Cannot Be a Qualifying Child of Another Taxpayer, Fraud, Exception 2. Help with 1040x , Are You Prohibited From Claiming the EIC for a Period of Years? Free tax services, Free help with your tax return. Help with 1040x H Head of household, Community property. Help with 1040x , Spouse did not live with you. Help with 1040x , Community property. Help with 1040x , Rule 9—Your Qualifying Child Cannot Be Used by More Than One Person To Claim the EIC, Applying Rule 9 to divorced or separated parents (or parents who live apart). Help with 1040x Help (see Tax help) Home Homeless shelter, Rule 14—You Must Have Lived in the United States More Than Half of the Year Military, Rule 14—You Must Have Lived in the United States More Than Half of the Year United States, Rule 14—You Must Have Lived in the United States More Than Half of the Year Homeless, Homeless shelter. Help with 1040x , Homeless shelter. Help with 1040x I Income that is not earned income, Income That Is Not Earned Income Individual taxpayer identification number (ITIN), Other taxpayer identification number. Help with 1040x , Married child. Help with 1040x Inmate, Earnings while an inmate. Help with 1040x , Figuring earned income. Help with 1040x Interest, Income That Is Not Earned Income Investment income, Rule 6—Your Investment Income Must Be $3,300 or Less IRS can figure EIC for you, IRS Will Figure the EIC for You J Joint return test (see Qualifying child) K Kidnapped child, Kidnapped child. Help with 1040x M Married child, Married child. Help with 1040x Married filing a joint return, Rule 4—You Must Be a U. Help with 1040x S. Help with 1040x Citizen or Resident Alien All Year Married filing separately, Spouse did not live with you. Help with 1040x Military Combat pay, Nontaxable military pay. Help with 1040x Nontaxable pay, Nontaxable military pay. Help with 1040x Outside U. Help with 1040x S. Help with 1040x , Military personnel stationed outside the United States. Help with 1040x Minister, Net earnings from self-employment. Help with 1040x , Minister's housing. Help with 1040x , Church employees. Help with 1040x N Net earnings, self-employment, Net earnings from self-employment. Help with 1040x Nonresident alien, Rule 4—You Must Be a U. Help with 1040x S. Help with 1040x Citizen or Resident Alien All Year, Step 1. Help with 1040x O Online help EITC Assistant, Is There Help Online? P Parents, divorced or separated, Married child. Help with 1040x , Examples. Help with 1040x , Special rule for divorced or separated parents (or parents who live apart). Help with 1040x Passive activity, Worksheet 1. Help with 1040x Investment Income If You Are Filing Form 1040 Pensions, Income That Is Not Earned Income Permanently and totally disabled, Permanently and totally disabled. Help with 1040x Prisoner, Figuring earned income. Help with 1040x Publications (see Tax help) Q Qualifying child, Can I Claim the EIC?, Do I Have To Have A Child To Qualify For The EIC?, Chapter 2—Rules If You Have a Qualifying Child Age test, Rule 8—Your Child Must Meet the Relationship, Age, Residency, and Joint Return Tests, Age Test Home, Residency Test Joint return test, Rule 8—Your Child Must Meet the Relationship, Age, Residency, and Joint Return Tests Permanently and totally disabled, Permanently and totally disabled. Help with 1040x Relationship test, Rule 8—Your Child Must Meet the Relationship, Age, Residency, and Joint Return Tests Residency test, Residency Test United States, Residency Test R Railroad retirement benefits, Income That Is Not Earned Income Registered domestic partner, Nevada, Washington, and California domestic partners. Help with 1040x Relationship test (see Qualifying child) Reminders, Reminders Residency test (see Qualifying child) S Salaries, wages, and tips, Earned Income, Wages, salaries, and tips. Help with 1040x , Earned Income Schedules: C, EIC Worksheet A. Help with 1040x , EIC Worksheet B. Help with 1040x C-EZ, EIC Worksheet A. Help with 1040x , EIC Worksheet B. Help with 1040x EIC, Chapter 2—Rules If You Have a Qualifying Child, Kidnapped child. Help with 1040x , Figuring earned income. Help with 1040x , Nontaxable combat pay. Help with 1040x , How To Figure the EIC Yourself, When to use the optional methods of figuring net earnings. Help with 1040x , Schedule EIC SE, Figuring earned income. Help with 1040x , Clergy. Help with 1040x , Church employees. Help with 1040x , EIC Worksheet A. Help with 1040x , EIC Worksheet B. Help with 1040x , Net earnings from self-employment $400 or more. Help with 1040x , When to use the optional methods of figuring net earnings. Help with 1040x , When both spouses have self-employment income. Help with 1040x School, School defined. Help with 1040x Self-employed persons, Rule 7—You Must Have Earned Income, Figuring earned income. Help with 1040x , EIC Worksheet B. Help with 1040x Self-employment income, Earned Income Self-employment tax, Net earnings from self-employment $400 or more. Help with 1040x Separated parents, special rule, Married child. Help with 1040x Social security benefits, Income That Is Not Earned Income Social security number (SSN), Rule 2—You Must Have a Valid Social Security Number (SSN), Valid for work only with INS authorization or DHS authorization. Help with 1040x , No SSN. Help with 1040x , Getting an SSN. Help with 1040x , Married child. Help with 1040x , Exception for math or clerical errors. Help with 1040x Statutory employee, Statutory employee. Help with 1040x , Figuring earned income. Help with 1040x , EIC Worksheet A. Help with 1040x , Statutory employees. Help with 1040x Strike benefits, Strike benefits. Help with 1040x Student, Student defined. Help with 1040x T Tax help, How To Get Tax Help Taxpayer identification number Adoption identification number (ATIN), Married child. Help with 1040x Individual taxpayer identification number (ITIN), Other taxpayer identification number. Help with 1040x Social security number (SSN), Other taxpayer identification number. Help with 1040x Tiebreaker rules, Tiebreaker rules. Help with 1040x Tips, wages, and salaries, Earned Income, Wages, salaries, and tips. Help with 1040x , Earned Income TTY/TDD information, How To Get Tax Help U Unemployment compensation, Income That Is Not Earned Income United States, United States. Help with 1040x V Veterans' benefits, Income That Is Not Earned Income W Wages, salaries, and tips, Earned Income, Wages, salaries, and tips. Help with 1040x , Earned Income Welfare benefits, Income That Is Not Earned Income Workers' compensation benefits, Income That Is Not Earned Income Workfare payments, Workfare payments. Help with 1040x Worksheet 1, Worksheet 1. Help with 1040x Investment Income If You Are Filing Form 1040 Worksheet 2, Worksheet 2. Help with 1040x Worksheet for Line 4 of Worksheet 1 Prev  Up     Home   More Online Publications
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Contact My Local Office in Wisconsin

Face-to-face Tax Help

IRS Taxpayer Assistance Centers (TACs) are your source for personal tax help when you believe your tax issue can only be handled face-to-face. No appointment is necessary.

Keep in mind, many questions can be resolved online without waiting in line. Through IRS.gov you can:
• Set up a payment plan.
• Get a transcript of your tax return.
• Make a payment.
• Check on your refund.
• Find answers to many of your tax questions.

We are now referring all requests for tax return preparation services to other available resources. You can take advantage of free tax preparation through Free File, Free File Fillable Forms or through a volunteer site in your community. To find the nearest volunteer site location or to get more information about Free File, go to the top of the page and enter “Free Tax Help” in the Search box.

If you have a tax account issues and feel that it requires talking with someone face-to-face, visit your local TAC.

Caution:  Many of our offices are located in Federal Office Buildings. These buildings may not allow visitors to bring in cell phones with camera capabilities.

Multilingual assistance is available in every office. Hours of operation are subject to change.

Before visiting your local office click on "Services Provided" in the chart below to see what services are available. Services are limited and not all services are available at every TAC office and may vary from site to site. You can get these services on a walk-in basis.

City  Street Address  Days/Hours of Service  Telephone* 
Appleton  1901B East Capitol Dr.
Appleton, WI 54911 

Monday-Friday - 8:30 a.m.-4:30 p.m.
(Closed for lunch 12:00 noon - 1:00 p.m.)

 

Services Provided

(920) 996-4860 
Eau Claire  2403 Folsom St.
Eau Claire, WI  54703

Monday-Friday - 8:30 a.m.-4:30 p.m.
(Closed for lunch 12:00 noon - 1:00 p.m.)

 

**This office will open at 1:00 p.m. on 3/31**

 

**This office will close at 12:00 noon on 4/4**

 

Services Provided

(715) 836-8750 
Green Bay  440 Security  Boulevard
Green Bay, WI 54313 

Tuesday and Thursday-8:30 a.m.- 4:30 p.m.
(Closed for lunch 12:00 noon - 1:00 p.m.)

 

Services Provided

(920) 662-5999 
LaCrosse  425 State St.
LaCrosse, WI 54601 

Monday-Friday - 8:30 a.m.-4:30 p.m.
(Closed for lunch 12:00 noon - 1:00 p.m.)

 

**This office will be closed on 3/31**

 

    Services Provided

(608) 785-0246 
Madison  1242 Fourier Drive  
Suite 200
Madison, WI 53717 

Monday-Friday - 8:30 a.m.- 4:30 p.m.
(Closed for lunch 12:00 noon - 1:00 p.m.)

 

Services Provided

(608) 829-5827 
Milwaukee  211 W. Wisconsin Ave.
Milwaukee, WI 53203 

Monday-Friday 8:30 a.m.- 4:30 p.m.

 

Services Provided

(414) 231-2100 
Rothschild  10208 Park Plaza
Rothschild, WI 54474 

Monday-Friday 8:30 a.m.- 3:30 p.m.

 

Services Provided

(715) 355-4447 

* Note: The phone numbers in the chart above are not toll-free for all locations. When you call, you will reach a recorded business message with information about office hours, locations and services provided in that office. If face-to-face assistance is not a priority for you, you may also get help with IRS letters or resolve tax account issues by phone, toll free at 1-800-829-1040 (individuals) or 1-800-829-4933 (businesses).

For information on where to file your tax return please see Where to File Addresses.

The Taxpayer Advocate Service: Call (414) 231-2390 in Milwaukee or 1-877-777-4778 elsewhere, or see  Publication 1546, The Taxpayer Advocate Service of the IRS.

For further information, see  Tax Topic 104

Partnerships

IRS and organizations all over the country are partnering to assist taxpayers. Through these partnerships, organizations are also achieving their own goals. These mutually beneficial partnerships are strengthening outreach efforts and bringing education and assistance to millions.

For more information about these programs for individuals and families, contact the Stakeholder Partnerships, Education and Communication Office at:

Internal Revenue Service
211 W. Wisconsin Ave.
Stop 4312 
Milwaukee, WI  53203

For more information about these programs for businesses, your local Stakeholder Liaison office establishes relationships with organizations representing small business and self-employed taxpayers. They provide information about the policies, practices and procedures the IRS uses to ensure compliance with the tax laws. To establish a relationship with us, use this list to find a contact in your state:

Stakeholder Liaison (SL) Phone Numbers for Organizations Representing Small Businesses and Self-employed Taxpayers.

Page Last Reviewed or Updated: 31-Mar-2014

The Help With 1040x

Help with 1040x 10. Help with 1040x   Education Savings Bond Program Table of Contents Introduction Who Can Cash In Bonds Tax FreeAdjusted qualified education expenses. Help with 1040x Eligible educational institution. Help with 1040x Dependent for whom you claim an exemption. Help with 1040x MAGI when using Form 1040A. Help with 1040x MAGI when using Form 1040. Help with 1040x Figuring the Tax-Free AmountEffect of the Amount of Your Income on the Amount of Your Exclusion Claiming the Exclusion Introduction Generally, you must pay tax on the interest earned on U. Help with 1040x S. Help with 1040x savings bonds. Help with 1040x If you do not include the interest in income in the years it is earned, you must include it in your income in the year in which you cash in the bonds. Help with 1040x However, when you cash in certain savings bonds under an education savings bond program, you may be able to exclude the interest from income. Help with 1040x Who Can Cash In Bonds Tax Free You may be able to cash in qualified U. Help with 1040x S. Help with 1040x savings bonds without having to include in your income some or all of the interest earned on the bonds if you meet the following conditions. Help with 1040x You pay qualified education expenses for yourself, your spouse, or a dependent for whom you claim an exemption on your return. Help with 1040x Your modified adjusted gross income (MAGI) is less than the amount specified for your filing status. Help with 1040x Your filing status is not married filing separately. Help with 1040x Qualified U. Help with 1040x S. Help with 1040x savings bonds. Help with 1040x   A qualified U. Help with 1040x S. Help with 1040x savings bond is a series EE bond issued after 1989 or a series I bond. Help with 1040x The bond must be issued either in your name (as the sole owner) or in the name of both you and your spouse (as co-owners). Help with 1040x   The owner must be at least 24 years old before the bond's issue date. Help with 1040x The issue date is printed on the front of the savings bond. Help with 1040x    The issue date is not necessarily the date of purchase—it will be the first day of the month in which the bond is purchased (or posted, if bought electronically). Help with 1040x Qualified education expenses. Help with 1040x   These include the following items you pay for either yourself, your spouse, or a dependent for whom you claim an exemption. Help with 1040x Tuition and fees required to enroll at or attend an eligible educational institution. Help with 1040x Qualified education expenses do not include expenses for room and board or for courses involving sports, games, or hobbies that are not part of a degree or certificate granting program. Help with 1040x Contributions to a qualified tuition program (QTP) (see How Much Can You Contribute in chapter 8, Qualified Tuition Program). Help with 1040x Contributions to a Coverdell education savings account (ESA) (see Contributions in chapter 7, Coverdell Education Savings Account). Help with 1040x Adjusted qualified education expenses. Help with 1040x   You must reduce your qualified education expenses by all of the following tax-free benefits. Help with 1040x Tax-free part of scholarships and fellowships (see Tax-Free Scholarships and Fellowships in chapter 1, Scholarships, Fellowships, Grants, and Tuition Reductions). Help with 1040x Expenses used to figure the tax-free portion of distributions from a Coverdell ESA (see Qualified Education Expenses in chapter 7, Coverdell Education Savings Account). Help with 1040x Expenses used to figure the tax-free portion of distributions from a QTP (see Qualified education expenses in chapter 8, Qualified Tuition Program). Help with 1040x Any tax-free payments (other than gifts or inheritances) received as educational assistance, such as: Veterans' educational assistance benefits (see Veterans' Benefits in chapter 1, Scholarships, Fellowships, Grants, and Tuition Reductions), Qualified tuition reductions (see Qualified Tuition Reduction in chapter 1, Scholarships, Fellowships, Grants, and Tuition Reductions), or Employer-provided educational assistance (see chapter 11, Employer-Provided Educational Assistance ). Help with 1040x Any expenses used in figuring the American opportunity and lifetime learning credits. Help with 1040x See What Expenses Qualify in chapter 2, American Opportunity Credit, and What Expenses Qualify in chapter 3, Lifetime Learning Credit, for more information. Help with 1040x Eligible educational institution. Help with 1040x   An eligible educational institution is any college, university, vocational school, or other postsecondary educational institution eligible to participate in a student aid program administered by the U. Help with 1040x S. Help with 1040x Department of Education. Help with 1040x It includes virtually all accredited public, nonprofit, and proprietary (privately owned profit-making) postsecondary institutions. Help with 1040x The educational institution should be able to tell you if it is an eligible educational institution. Help with 1040x   Certain educational institutions located outside the United States also participate in the U. Help with 1040x S. Help with 1040x Department of Education's Federal Student Aid (FSA) programs. Help with 1040x Dependent for whom you claim an exemption. Help with 1040x   You claim an exemption for a person if you list his or her name and other required information on Form 1040 (or Form 1040A), line 6c. Help with 1040x Modified adjusted gross income (MAGI). Help with 1040x   For most taxpayers, MAGI is adjusted gross income (AGI) as figured on their federal income tax return without taking into account this interest exclusion. Help with 1040x However, as discussed below, there may be other modifications. Help with 1040x MAGI when using Form 1040A. Help with 1040x   If you file Form 1040A, your MAGI is the AGI on line 22 of that form figured without taking into account any savings bond interest exclusion and modified by adding back any amount on line 18 (student loan interest deduction) and line 19 (tuition and fees deduction). Help with 1040x MAGI when using Form 1040. Help with 1040x   If you file Form 1040, your MAGI is the AGI on line 38 of that form figured without taking into account any savings bond interest exclusion and modified by adding back any: Foreign earned income exclusion, Foreign housing exclusion, Foreign housing deduction, Exclusion of income by bona fide residents of American Samoa, Exclusion of income by bona fide residents of Puerto Rico, Exclusion for adoption benefits received under an employer's adoption assistance program, Deduction for student loan interest, Deduction for tuition and fees, and Deduction for domestic production activities. Help with 1040x    Use the worksheet in the instructions for line 9 of Form 8815 to figure your MAGI. Help with 1040x If you claim any of the exclusion or deduction items (1)–(6) listed above, add the amount of the exclusion or deduction to the amount on line 5 of the worksheet. Help with 1040x Do not add in the deduction for (7) student loan interest, and (8) tuition and fees, or (9) domestic production activities because line 4 of the worksheet already includes these amounts. Help with 1040x Enter the total on Form 8815, line 9, as your modified adjusted gross income (MAGI). Help with 1040x    Because the deduction for interest expenses attributable to royalties and other investments is limited to your net investment income, you cannot figure the deduction until you have figured this interest exclusion. Help with 1040x Therefore, if you had interest expenses attributable to royalties and deductible on Schedule E (Form 1040), Supplemental Income and Loss, you must make a special computation of your deductible interest without regard to this exclusion to figure the net royalty income included in your MAGI. Help with 1040x See Royalties included in MAGI under Education Savings Bond Program in Publication 550, chapter 1. Help with 1040x Figuring the Tax-Free Amount If the total you receive when you cash in the bonds is not more than the adjusted qualified education expenses for the year, all of the interest on the bonds may be tax free. Help with 1040x However, if the total you receive when you cash in the bonds is more than the adjusted expenses, only part of the interest may be tax free. Help with 1040x To determine the tax-free amount, multiply the interest part of the proceeds by a fraction. Help with 1040x The numerator (top part) of the fraction is the adjusted qualified education expenses (AQEE) you paid during the year. Help with 1040x The denominator (bottom part) of the fraction is the total proceeds you received during the year. Help with 1040x Example. Help with 1040x In February 2013, Mark and Joan Washington, a married couple, cashed a qualified series EE U. Help with 1040x S. Help with 1040x savings bond. Help with 1040x They received proceeds of $9,000, representing principal of $6,000 and interest of $3,000. Help with 1040x In 2013, they paid $7,650 of their daughter's college tuition. Help with 1040x They are not claiming an American opportunity or lifetime learning credit for those expenses, and their daughter does not have any tax-free educational assistance. Help with 1040x Their MAGI for 2013 was $80,000. Help with 1040x   $3,000 interest × $7,650 AQEE  $9,000 proceeds = $2,550 tax-free interest   They can exclude $2,550 of interest in 2013. Help with 1040x They must pay tax on the remaining $450 ($3,000 − $2,550) interest. Help with 1040x Effect of the Amount of Your Income on the Amount of Your Exclusion The amount of your interest exclusion is gradually reduced (phased out) based on your MAGI and filing status. Help with 1040x Claiming the Exclusion Use Form 8815 to figure your education savings bond interest exclusion. Help with 1040x Enter your exclusion on line 3 of Schedule B (Form 1040A or 1040), Interest and Ordinary Dividends. Help with 1040x Attach Form 8815 to your tax return. Help with 1040x Prev  Up  Next   Home   More Online Publications