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Education Savings Bond Interest — Tax Deduction Guide 2026

Exclude interest from Series EE/I savings bonds used for higher education.

$500
Avg Annual Savings
No Limit
Max Deduction
Exclusion
Deduction Type
Form 8815
Tax Forms

Eligibility

Taxpayers using Series EE/I bond interest for education

Tax Savings Calculator

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Estimated Tax Savings

$1,100

At the 22% tax bracket, a $5,000 deduction saves you $1,100 in taxes.

Savings by Tax Bracket

10%
$227
12%
$273
22%
$500
24%
$545
32%
$727
35%
$795
37%
$841

Requirements

  • 1Series EE or I bonds
  • 2Purchased after 1989
  • 3Used for qualified education

Common Mistakes to Avoid

  • !Wrong type of bonds
  • !Exceeding income limits

Required Tax Forms

Form 8815

Calculate Your Full Tax Savings

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

Frequently Asked Questions

What is the Education Savings Bond Interest?

Exclude interest from Series EE/I savings bonds used for higher education.

Who is eligible for the Education Savings Bond Interest?

Taxpayers using Series EE/I bond interest for education

How much can I save with the Education Savings Bond Interest?

The average tax savings is $500 per year. Your actual savings depend on your tax bracket and qualifying amount.

What forms do I need for the Education Savings Bond Interest?

You'll need to file Form 8815 to claim this deduction.

What are common mistakes with the Education Savings Bond Interest?

Common mistakes include: Wrong type of bonds; Exceeding income limits. Always double-check requirements before filing.

Is the Education Savings Bond Interest worth claiming?

With average savings of $500, the education savings bond interest is a helpful addition to your tax strategy. Make sure you meet all eligibility requirements.