jfr09
New Member

What year is Series EE savings bond interest taxed

A 30 year Series EE paper savings bond matured in January 2023. However it wasn’t cashed until April 2024. Should the interest be included in tax year 2023 or 2024?   In a related question, will the bank that cashed it send a 2023 1099-INT or a 2024 19=099-INT.

 

Thanks.