Correction:
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. " in the original (first) message above. So, where do I enter it on Schedule B?
Thanks for your help.
