Treasury Direct 1099-B

Recently TreasuryDirect has been posting 1099-B forms in their online tax documents for TIPS holders. These forms can be a bit perplexing for people that never sell their TIPS but rather just hold on to them until maturity.

Specifically, TreasuryDirect neglects to include the majority of the information the IRS requests. I have been putting together some notes on how to properly file the 1099-B’s, but for now here are some other resources on the topic:

Treasury Direct 1099-B

Treasury Direct 1099-Bhttp://www.bogleheads.org/forum/viewtopic.php?f=2&t=90716Treasury Direct 1099-B by camden » Mon Feb 13, 2012 5:32 pm Like many others, I shifted my old Legacy Treasury Direct account to an online Treasury Direct account in 2011, in advance of the…
TreasuryDirect, TIPS and the dreaded 1099-OID | Treasury Inflation-Protected Securities

TreasuryDirect, TIPS and the dreaded 1099-OID | Treasury Inflation-Protected Securitieshttp://tipswatch.com/2013/03/28/treasurydirect-tips-and-the-dreaded-1099-oid/If you buy and hold Treasury Inflation-Protected Securities at TreasuryDirect, as I do, you’re violating a conventional wisdom rule of investing: Don’t hold TIPS in a taxable account.

http://www.irs.gov/pub/irs-pdf/i1099int.pdf

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