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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?
‎August 10, 2019
8:18 PM