Here are the steps for entering savings bond interest:
- Log into your account and click Take Me to My Return
- Search for “1099INT” and click the jump-to link
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Enter the initial details for the interest and click the small checkbox that indicates you have more information to enter
- Enter the savings bond interest in box 3
- You will come to a screen “Tell us if any of these uncommon situations apply” - click none if none apply and click continue
- The program will ask if you have more interest to enter - click No (if none)
- Now, you are going to come back to the screen “Here’s the interest we have so far” - click Done (this is the screen where you need to keep going)
- The next screen will ask “Did you cash in any Series EE or I U.S. Savings bonds?" - click Yes
- The next screen will ask “Did you use your U.S. savings bonds to pay for higher education expenses?” - click Yes
- The next screen will ask for details about the bonds you cashed.
Answer the qualifying questions and click continue to finish the
interview
