Search results
Tax information for EE and I bonds. Note: The tax situation is different for HH bonds, which may still be earning interest. Tax information for HH savings bonds. On this page: Is savings bond interest taxable? When do I get the interest on my EE or I bonds? When must I report the interest? Where do I list the interest on my tax return?
If you cashed series EE or I U.S. savings bonds in 2023 that were issued after 1989, you may be able to exclude from your income part or all of the interest on those bonds. Use this form to figure the amount of any interest you may exclude.
You traded Series EE bonds that cost you $2,200 (on which you postponed reporting the interest) for $2,500 in Series HH bonds and $223 in cash. At the time of the trade, the Series EE bonds had accrued interest of $523 and a redemption value of $2,723. You reported the $223 as taxable income on your tax return.
Use Form 8818 to keep a record of the post-1989 series EE and I bonds you cash. You will need the information on this form to complete Form 8815, Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989.
The Savings Bond Calculator gives information on paper savings bonds of Series EE, Series I, and Series E, and on savings notes: Value today. Value on past dates. Value on future dates through the current six-month interest period. Current and past interest rates.
The Calculator can show what your paper bonds are worth in any month from January 1996 through the current rate period. Series–The series can be found in the upper right corner of your paper savings bond. This Calculator provides values for paper savings bonds of these series: EE, I, E.
1 maj 2024 · With a Series EE bond, you wait to get all the money until you cash in the bond. Electronic EE bonds: We pay automatically when the bond matures (if you haven’t cashed it before then). Paper EE bonds: You must submit the paper bond to cash it.
