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June 4, 2019
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How can i add form 8815 into turbotax return? I have TurboTax Home and Business.

  • June 4, 2019
  • 1 reply
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Best answer by Irene2805

You can add Form 8815 in your TurboTax by following these steps:

  1. While in your return, click Federal Taxes > Wages & Income > I'll choose what I wok on
  2. On the Income Summary, in the Interest and Dividends section and click on the Start/Revisit box next to Interest on 1099-INT
  3. If you haven't entered any interest income yet you will see the screen, Did you receive any interest income?  Click the Yes box.
  4. On the Choose your bank or brokerage screen, click on the I'll type it in myself box.
  5. If you've already entered interest, you will see Here's the interest we have so far. Click Edit next to your entry for the bonds. [or Add interest income if the interest in the table is not the bond interest.]
  6. On the next screen, Let's get your 1099-INT or brokerage statement details, click the box My form has info in more than just box 1 (this is uncommon).   
  7. Enter the bond interest in box 3 and click Continue.
  8. Continue through the screens , entering the requested information.

TurboTax will automatically generate and populate Form 8815 for you.



1 reply

Irene2805Answer
June 4, 2019

You can add Form 8815 in your TurboTax by following these steps:

  1. While in your return, click Federal Taxes > Wages & Income > I'll choose what I wok on
  2. On the Income Summary, in the Interest and Dividends section and click on the Start/Revisit box next to Interest on 1099-INT
  3. If you haven't entered any interest income yet you will see the screen, Did you receive any interest income?  Click the Yes box.
  4. On the Choose your bank or brokerage screen, click on the I'll type it in myself box.
  5. If you've already entered interest, you will see Here's the interest we have so far. Click Edit next to your entry for the bonds. [or Add interest income if the interest in the table is not the bond interest.]
  6. On the next screen, Let's get your 1099-INT or brokerage statement details, click the box My form has info in more than just box 1 (this is uncommon).   
  7. Enter the bond interest in box 3 and click Continue.
  8. Continue through the screens , entering the requested information.

TurboTax will automatically generate and populate Form 8815 for you.



April 5, 2020

I followed those steps and the return did not generate form 8815