I bonds trust and personal account
I purchased $10,000 in I bonds this year.
I heard you speak about being allowed to buy an additional $10,000 using A trust with the same social security number, which I did. What I didn’t realize is that the first bonds I bought were also under my trust!
What do I do now??
Terry Says
So you actually bought $20,000 of bonds in two separate accounts named for your trust? They will send you a refund, but in the meantime you’ll earn interest. Double check that you have two accounts. Maybe one is the trust and the other is your name, which is allowable.
