Sources & Citations
We regularly update this page and cite primary sources, carrier filings, and regulator guidance:
- H&R Block. “Tax Filing Status Guide.” hrblock.com
- IRS. “Form 8815 (PDF), Exclusion of Interest From Series EE and I U.S. Savings Bonds.” irs.gov
- IRS. “About Form 1099-INT, Interest Income.” irs.gov
- IRS. “Form 1099-OID (PDF), Original Issue Discount.” irs.gov
- IRS. “About Form 8839, Qualified Adoption Expenses.” irs.gov
- IRS. “About Form 2555, Foreign Earned Income.” irs.gov
- IRS. “About Publication 915, Social Security and Equivalent Railroad Retirement Benefits.” irs.gov
Disclosure: This material is for informational purposes only and is not tax, legal, or accounting advice. Tax treatment may vary by state and individual circumstances. Consult a qualified tax professional or CPA for guidance specific to your situation.
