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Get your taxes done using TurboTax
P.S. if you're still actively investing in individual treasuries and want to avoid these AMD issues in 2025/6, better to stick to either:
T-Bills (zero coupon) for timeframes < 1 year which most brokers (but not all) report as straight interest on 1099-INT Box 3; or for longer maturities try to find T-Notes with higher coupons (>4% depending on market) which are priced much closer to par to reduce the AMD component if state tax is an issue, or slightly above par so there is no AMD and just a small premium adjustment which will be reported on the 1099-INT.
March 24, 2025
4:46 PM
917 Views