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Get your taxes done using TurboTax
Yes there was another thread on this topic of how to handle AMD on Treasury Notes in this forum, and across the internets (reddit/bogleheads etc). I see suggestions here to make adjustments on 1099-INT and 1099-B etc; for Fed I just entered everything as it was provided; and on my state taxes for VA entered a misc adjustment to subtract the AMD. Filed fine tho it was a relatively small amount for 2023, going forward I plan to use higher coupon Notes where possible to minimize this issue.
‎April 15, 2024
2:53 PM