Thanks.
1. "Schedule B in the interest section, below the subtotal for line 1" reads "Excludable interest on series EE and I U.S. savings bonds issued after 1989". Attach Form 8815" My question pertains to the accrued interest paid on brokered CDs (NOT series EE and I US Savings Bonds). There is no form 8815. Brokerage Tax Reporting Statement statement reports a line item "Accrued Interest Paid on Purchases".
2. I was referring to the statement " So I'm assuming I choose the "accrued interest" reason and leave it at that? The end result to my refund is the same either way - it subtracts that amount of interest. I suppose a third way would be to change my cost basis that I paid for the CD on the 1099B, since it looks like that is listed as "basis not provided to the IRS" on my 1099B anyways." in the original (first) message above.
Thanks for your help.
