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1099 Tax Statements for Paper Savings Bonds and TreasuryDirect
Paper Savings Bonds
If you cash a paper savings bond at a local bank, that bank is responsible for giving you a 1099.
If you cash a paper savings bond by mailing it to Treasury Retail Securities Services, we mail you a 1099 by January 31 of the following year. (You can call us for a duplicate statement, if needed, beginning February 15.)
TreasuryDirect (electronic securities)
NOTE: 1099s for tax year 2023 are available in your account now. If you have linked accounts (such as a minor account or where you converted paper bonds), each can have its own 1099.
We put a 1099 into your TreasuryDirect account if:
- You cash a savings bond in TreasuryDirect. (We don’t provide a 1099 if you only buy or hold a savings bond.)
- You hold a marketable security in TreasuryDirect and the security earns interest.
We place the 1099s by January 31 of the following year. When your 1099 is ready, we send an e-mail to your personal e-mail account and put a message into your InBox within TreasuryDirect.
To see the 1099:
- Log in to your TreasuryDirect account
- Click the “Manage Direct” tab
- Under “Manage My Taxes,” click “Year XXXX”
- Near the top of the “Taxable Transaction(s) Summary” page, click “View your 1099 for tax year XXXX”