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February 7, 2024
Question

How do I file form 8815 in turbotax?

  • February 7, 2024
  • 1 reply
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    1 reply

    KrisD15
    February 7, 2024

    The TurboTax program will generate Form 8815 after you enter an amount in Box 3 on the 1099-INT screen. 

     

    1. While in your return, click Federal Taxes > Wages & Income > I'll choose what I wok on
    2. Under Wages & Interest and under the  Interest and Dividends section Select  Interest on 1099-INT
    3. Select  "I'll type it in myself" 
    4. If already entered Click Edit next to your entry for the bonds. 
    5. On the screen, Let's get your 1099-INT or brokerage statement details, Select My form has info in more than just box 1 (this is uncommon).   
    6. Enter the bond interest in box 3 and click Continue.
    7. Continue through the interview.
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