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FAQs Taxes and Tax Planning

When will my 1099 tax form be available and how will I receive it?

Who is responsible for sending me the 1099 for paper savings bonds I cashed?

Where do I locate my 1099 within my online TreasuryDirect account?

How do I report interest from my security on my taxes?

How do I request a duplicate 1099?

How do I request a duplicate 1099 for previous years?



When will my 1099 tax form be available and how will I receive it?

  • If you cashed paper savings bonds through Treasury Retail Securities Services, the 1099 tax form will be mailed to you by the end of January.
  • If you received Series HH savings bond interest or the Series HH bond reached final maturity, the 1099 tax form will be mailed to you by the end of January.
  • If you have an online TreasuryDirect account and have a taxable transaction or reportable interest for the tax year in question, an electronic 1099 will be available inside your TreasuryDirect account by the end of January.
    Note: If you have a linked account, access each account individually to retrieve the 1099.  
  • If you have marketable securities in a Legacy Treasury Direct account, your 1099 will be mailed by the end of January.

Who is responsible for sending me the 1099 for paper savings bonds I cashed?

  • The institution making payment is responsible:
    • If you cashed paper savings bonds at a financial institution, the financial institution is responsible for providing you with the 1099.
    • If you cashed paper savings bonds at Treasury Retail Securities Services, we will provide you with a 1099.

Where do I locate my 1099 within my online TreasuryDirect account?

  • TreasuryDirect provides you with a detailed listing of all your taxable transactions, as well as an online, printable IRS Form 1099 for each calendar year.
  • You may view a step-by-step video here – How to find your TreasuryDirect 1099
    • Here's how to retrieve your electronic 1099:
      1. Log into your primary TreasuryDirect® account.
      2. Click on the ManageDirect tab.
      3. Under the heading Manage My Taxes, select the tax year.
      4. On the Taxable Transactions Summary screen, you can view your taxable transactions.
      5. If there is reportable interest, a tax statement will be available for the selected year.  A link to view your 1099 will appear at the top of the page.
      6. Click the link to view your tax statement.

        Note: If you have established Custom Accounts, Minor Linked Accounts, or a Conversion Linked Account, you must access each account individually using the Manage My Linked Accounts box to retrieve statements for those accounts.

How do I report interest from my security on my taxes?

  • You report interest from your securities on your federal income tax return. For specific advice, we recommend you consult with a tax professional or visit www.IRS.gov.

How do I request a duplicate 1099?

  • If you cashed paper savings bonds at a financial institution, you must contact the financial institution directly.
  • If you cashed paper savings bonds at Treasury Retail Securities Services, call 844-284-2676 in mid-February of the following year.

How do I request a duplicate 1099 for previous years?

  • If you cashed your bonds with Treasury Retail Securities Services:
    • Simply mail us a detailed, signed letter requesting a duplicate 1099 for the specific tax year.
    • If the request is pertaining to a deceased estate, send an original or certified copy of a death certificate. We will contact you if additional information is needed.
    • Send your letter to:

      Treasury Retail Securities Services
      P.O. Box 9150
      Minneapolis, MN 55480

For specific tax advice, we recommend you consult with a tax professional or visit www.IRS.gov.

Additional information:

Individual - Series EE/E Savings Bonds Tax Considerations
Individual - Tax Considerations for I Bonds
Individual - Tax Considerations for Series HH Savings Bonds
TreasuryDirect Help: FAQ
TreasuryDirect Help: Learn More About Tax Reporting
Individual - Treasury Bills: Tax Considerations
Individual - Treasury Notes: Tax Considerations
Individual - Treasury Bonds: Tax Considerations
Individual - TIPS: Tax Considerations
Individual - Floating Rate Notes (FRNs): Tax Considerations

 

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