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I was owner of US Savings Bonds with my son as POD on bond. I cashed them and deposited to my son's account so he could pay his student loans with it. The 1099-INT for over $2000 has his name and social security number. I was the owner and my social security number is on the bond, shouldn't the 1099-INT be in my name with my social security number? The Fed will try to match up and it won't match.
March 28, 2017 04:21:58 PM
In reply to Robert, Plaistow
Good afternoon, Robert and thank you for coming to TD Helps with your inquiry.
The quickest way to obtain a corrected 1099-INT for the tax year of 2016 is to contact our Banking Specialists 24/7 at 888-751-9000. After proper account verification, we'll be glad to submit a request for a corrected 1099INT over the phone. We apologize as Tax forms are not available online at this time.
If you prefer, you are also welcome to request a corrected 1099-INT via secured email. If you are currently enrolled for Online Banking, you may send a Secure Message. To send a secure message you must first log in to his TD Bank Online profile. You can do so by clicking here: https://go.td.com/1eaISlq. On the left hand side, he should see an option to "Send a secure message" located in the “Message Center." If you have not enrolled, you may call us 24/7 at the number listed above to speak with our Banking Specialist.
Let us know if you have additional questions for us, Robert. We hope you have a great rest of your day!
Shanika A, Mount Laurel
March 28, 2017 04:22:27 PM