Ask Terry Questions Treasury I Bonds

Treasury I Bonds

By Terry Savage on November 13, 2023 | Chicken Money

I cashed my I Bonds as you discused. What Taxes do I need to file. State / Federal ? Will the Treasury send me a 1099 or something telling me what to file for 2023??
Thank you in advance.

Terry Says

Yes, you’ll get an email in January asking you to check your “investor messages” in your TreasuryDirect account. That’s where you’ll find the 1099 to include with your tax return. They do not mail them to you. You need to print it out!



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