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After you file
That is incorrect. Even if you have purchased $10k of I-bonds, you are allowed to use your tax refund to purchase up to an additional $5k in I-bonds. (at least in 2022, 2023) See https://www.forbes.com/advisor/investing/buy-i-bonds-with-tax-refund/
‎December 25, 2024
1:25 PM