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  3. in order to exclude interest from a series ee or i

In order to exclude interest from a Series EE or I bond in 2018, all...

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Accounting

In order to exclude interest from a Series EE or I bond in 2018, all of the following must be true EXCEPT: The bond must be issued after 1989 in the taxpayer's name or in the name of their spouse. The taxpayer must have paid qualified education expenses for themselves, their spouse, or their dependents during the year in which the distribution occurs. The taxpayer must have been under 21 years old before the bond was issued. The taxpayer's modified AGI must be less than $94,550 (single, qualifying widow(er), or head of household) or $149,300 (married filing jointly).

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