Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 13, 2024 6:35:49 AM

If in an investment account I bought a US Treasury Bond (<1yr to maturity) on the secondary market with a discount, what are the taxes at maturity (IRS, State, OK-Tax)?

Specifically, do I owe State Taxes on the discount portion of the US Treasury Bond?

0 1 31830
1 Best answer
Level 15
Jun 13, 2024 8:33:07 AM

  • Income earned from Treasury bills (T-bills) is generally not subject to state tax. 
  • However, the treatment of market discount on T-notes may vary by state. Some states may tax the accrued market discount, while others may not.  you need to check with your state or read the instructions to its tax forms 

1 Replies
Level 15
Jun 13, 2024 8:33:07 AM

  • Income earned from Treasury bills (T-bills) is generally not subject to state tax. 
  • However, the treatment of market discount on T-notes may vary by state. Some states may tax the accrued market discount, while others may not.  you need to check with your state or read the instructions to its tax forms