Question

Savings Bonds

Forum|Forum|4 years ago
December 5, 2021
1 reply
0 views

I am cashing in my EE Savings Bonds in December, and I have not got a 1009-B, do I record the sales (interest gained) this year or wait for the 1099-B and claim the interest next year?

Critter-3

If the bonds were housed with a broker then the "sales/redemption" will be reported on the 2021 consolidated statement they will send you in February ... wait for the form before filing so you enter all the correct information.

Hal_Al

Employee

You claim the interest on your 2021 tax return. You will receive the 2021 1099-INT by mid February 2022. As Critter-3 said, your 1099-INT may be part of a "consolidated" statement from a broker. Consolidated statements are usually broken down between the 1099-Int, 1099-Div, and 1099-B parts.