You have the option to report accrued interest from your I Bonds every year but it gets complicated in real life. Keep it simple and go with the default.
Where to Get a Signature Guarantee for I Bonds at TreasuryDirect
When you open a TreasuryDirect account to buy I Bonds, sometimes you need a signature guarantee. Ask nicely at a bank, a credit union, or a broker.
How to Add a Joint Owner or Change Beneficiary on I Bonds
You set a second owner or beneficiary when you buy I Bonds in TreasuryDirect. You can still add a joint owner or change the beneficiary at any time.
Buy I Bonds as a Gift: What Works and What Doesn’t
I Bonds bought as a gift counts toward the recipient’s purchase limit. Buying as gift for your spouse works when the high interest rates are only temporary.
Buy I Bonds for Your Business: Sole Proprietorship, LLC, S-Corp
You can buy another $10,000 in I Bonds per calendar year in the name of your business but they will be subject to judgments against the business.
Buy I Bonds in Your Kid’s Name: You Can, But Should You?
You can buy I Bonds in your kid’s name but you should first decide whether to add to their 529 plan or keep full control of the money in your own name.
How to Buy I Bonds (Series I Savings Bonds): Soup to Nuts
Series I savings bonds (I Bonds) are the best bonds you can buy at the moment. Follow this guide for a complete walkthrough from start to finish.
How To Deposit Paper I Bonds to TreasuryDirect Online Account
You can deposit the paper I Bonds from the tax refund to your TreasuryDirect online account. Follow these steps. It gets easier after you do it once.
Buy More I Bonds in a Revocable Living Trust
You can buy more I Bonds at TreasuryDirect in a trust. The trust can have the same tax ID, email address, and bank account as your personal account.
I Bonds Beneficiary vs Second Owner in TreasuryDirect
You can set up a beneficiary or a second owner on your I Bonds in TreasuryDirect. It only depends on if you want to let someone transact on your behalf.
How To Grant Transact or View Right on Your I Bonds
If you own savings bonds with a second owner in TreasuryDirect, you have to specifically grant rights for the second owner to see or redeem the bonds.