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Education Savings Bond Interest Exclusion in Minneapolis, MN 2026

Calculate your education savings bond interest exclusion tax savings in Minneapolis, Minnesota. With Minnesota's 9.85% state tax rate, your combined savings are higher.

Minnesota Tax Context

State Income Tax
9.85%
Local Income Tax
None
Property Tax Rate
1.08%
Tax Burden
Very High

High state income tax (up to 9.85%); no local income tax

$1,592
Est. Total Savings
No Limit
Max Deduction
Above-the-Line
Deduction Type
31.9%
Combined Tax Rate

Education Savings Bond Interest Exclusion Savings Calculator for Minneapolis

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Federal Savings

$1,100

22% bracket

Minnesota State

$492

9.85% rate

Local Tax

$0

0% rate

Total Savings

$1,592

31.9% combined

At a 31.9% combined tax rate in Minneapolis, every $1,000 in deductions saves you $319 in taxes.

Savings by Tax Bracket in Minneapolis

10%
$992
12%
$1,092
22%
$1,592
24%
$1,692
32%
$2,092
35%
$2,242
37%
$2,342

Includes 9.85% Minnesota state tax on top of federal savings.

Eligibility Requirements

Taxpayers who cash Series EE or I bonds for qualified education expenses

  • 1Bonds must be Series EE or I issued after 1989
  • 2Owner must be at least 24 when bond was issued
  • 3Used for qualified higher education expenses
  • 4Income phase-outs apply

Minnesota residents should verify that this deduction is also recognized on their state tax return for additional savings of up to 9.85%.

Common Mistakes to Avoid

  • !Buying bonds in child's name instead of parent's
  • !Not meeting the age requirement at issuance
  • !Exceeding income limits for the exclusion
  • !Forgetting to claim the deduction on your Minnesota state return (missing 9.85% additional savings)

Required Tax Forms

Form 8815Form 1040

File these forms with your federal tax return to claim the education savings bond interest exclusion. Minnesota may require additional state-specific forms.

Calculate Your Full Tax Savings in Minneapolis

Use our free tax calculators to optimize your entire tax return for Minnesota.

Frequently Asked Questions

How much can I save with the Education Savings Bond Interest Exclusion in Minneapolis, MN?

In Minneapolis, Minnesota, the education savings bond interest exclusion can save you an estimated $1,592 per year. This includes $1,100 in federal tax savings and $492 in Minnesota state tax savings. The national average savings is $500/year.

What is the Minnesota state income tax rate for Minneapolis residents?

Minnesota has a 9.85% state income tax rate. Minneapolis residents have no additional local income tax. High state income tax (up to 9.85%); no local income tax

Who qualifies for the Education Savings Bond Interest Exclusion in Minneapolis?

Taxpayers who cash Series EE or I bonds for qualified education expenses. The eligibility requirements are the same whether you live in Minneapolis or elsewhere in the U.S., as this is a federal tax deduction. However, your savings amount will vary based on Minnesota's 9.85% state tax rate.

What tax forms do I need to claim the Education Savings Bond Interest Exclusion in Minnesota?

To claim the education savings bond interest exclusion, you need to file Form 8815 and Form 1040 with your federal return. Minnesota residents should also check if the state allows this deduction on their state return, which could provide an additional 9.85% savings. Filing status affects your deduction limits and tax bracket.

Is the Education Savings Bond Interest Exclusion better in Minneapolis than in states without income tax?

Yes, Minneapolis residents benefit more because Minnesota's 9.85% state income tax means the deduction reduces both your federal AND state tax liability. In states with no income tax (like Texas, Florida, or Nevada), this deduction only reduces federal taxes. Your combined rate of 31.9% means more savings per dollar deducted.