LCPow
Returning Member

Investors & landlords

I have the same situation, but the non-matured bonds are POD to my 2 sisters and me.

The bonds have been transferred to our individual Treasury Direct accounts.

 

Treasury Direct will not issue a 1099 until the bond is redeemed. 

How do I enter the interest in Mother's final 1040 without a 1099?

 

What records do I need to keep to show that tax was paid on interest accrued up until Date of Death?