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In Treasury Direct, when you buy a Treasury marketable security, you must hold it in your TreasuryDirect account for 45 days before selling or transferring it. This means you cant sell or transfer a 4-week bill from TreasuryDirect because it matures in less than 45 days.
Sign in ink in the presence of a certifying officer or notary. Identification may be required. 2. Authorized certifying officers are available at financial institutions, including credit unions, in the United States.
When you have that information: Go to your TreasuryDirect account. Choose the Manage Direct tab. Identify the security or securities you want to transfer. Choose External Transfer. Open the link for FS Form 5511, TreasuryDirect Transfer Request.
You can skip paying taxes on interest earned with Series EE and Series I savings bonds if youre using the money to pay for qualified higher education costs. That includes expenses you pay for yourself, your spouse or a qualified dependent. Only certain qualified higher education costs are covered, including: Tuition.
As a result, when inheritors redeem inherited bonds on which the tax has been deferred, they will owe tax on all the interest that has accumulated.
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People also ask

If you cashed series EE or I U.S. savings bonds this year that were issued after 1989, you may be able to exclude from your income part or all of the interest on those bonds. Use Form 8815 to figure the amount of any interest you may exclude.
FS Form 5511. TreasuryDirect Transfer Request. Use to transfer securities you hold in TreasuryDirect. Sign this form in the presence of a certifying individual. FS Form 5512.

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