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The document is the FS Form 4000, a request form for reissuing United States Savings Bonds, specifically Series EE, Series I, and Series HH. It outlines the procedures for reissuing bonds in electronic form through TreasuryDirect, including necessary information about bond ownership, tax implications, and required signatures. The form also details various scenarios for changing ownership or correcting registration errors and emphasizes the importance of accurate information to avoid legal issues.

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Does the beneficiary of an I bond pay taxes?

It depends. The executor of the decedents estate can choose to include all pre-death interest earned on the bonds on the decedents final income tax return. If this is done, the beneficiary reports only post-death interest on Form 1040 for the year the bonds mature or are redeemed, whichever comes first.

How do I avoid taxes when cashing in savings bonds?

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.

Who pays taxes on a transferred savings bond?

You are the original owner. You no longer own it. If you have not been paying tax on the bonds interest every year, you now owe tax on all the interest the bond earned while you owned it. You will not owe tax on interest the bond earns for the new owner.

How to cash in deceased parents savings bonds?

Get a certified copy of the death certificate for everyone who has died who is named on any of the bonds. Have each person who is entitled to a distributed bond also fill out and sign the appropriate forms: If they want cash for their bond: FS Form 1522. If it is an EE or I bond and they want to keep it: FS Form 4000.

What to do if you inherited savings bonds?

There are two ways to handle savings bonds when the primary owner dies: you can declare all interest up to the date of death and include that interest on the final tax return or you can not declare the interest and pass the full value of the bond along with the future tax obligation to the heir.

public debt form 4000

FS Form 4000 pdf FS Form 3500 Fs form 4000 instructions FS Form 1522 FS Form 1048 FS Form 1851 Fs form 4000 online FS form 5511

How do I change the ownership of a savings bond?

In your TreasuryDirect account, you can: add another person as secondary owner. add or remove a beneficiary. name a new owner instead of a current living owner. change the name of an owner, co-owner, or beneficiary because of marriage, annulment, divorce, or court order. (Note: This change is allowed but not required.)

How do I avoid paying taxes on savings bonds?

You can choose not to pay federal income tax on them until you cash them or they mature, whichever is first. Under certain conditions, you can avoid federal income tax on interest by using the interest to pay for higher education.

Do I pay taxes on inherited savings bonds?

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.