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February 1, 2023
Question

How do I fill out the interest portion for savings bond redemption for deceased aunt

  • February 1, 2023
  • 2 replies
  • 0 views
Got form 5620 and not all required info is in it

2 replies

JosephS1
February 2, 2023

Please clarify and expand on your question.  I cannot locate a Form 5620, other than Motor Vehicle Forms, and the site for TreasuryDirect, which allows for redemption of savings bonds, has no link or publication for Form 5620.

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VolvoGirl
Employee
February 2, 2023

Are you doing your Aunts return?  Or did the interest come in your name and ssn?  I redeemed savings bonds for my deceased parents.  Filled out the Treasury Form 5336 got it notarized and sent in with the bonds.  2 months later got the deposit.  I got a regular 1099INT from the Dept of the Treasury with the interest in box 3.  

 

Here's Treasury Info

https://www.treasurydirect.gov/savings-bonds/manage-bonds/death-of-owner/