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Series EE bonds, loans, and taxes

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  • Series EE bonds, loans, and taxes



    I have some series EE bonds purchased in the early 90s and late 90s. They are in my name and I am not a co-owner. Some are earning just over 1%, others are at 4%.


    Before I give up on the thought, I just want to confirm that there is no way to avoid paying taxes on the interest. I have student loans from medical school. I am still a resident and could probably come up with some educational expenses. But from what I have read I am pretty much out of luck as student loan payments and expenses during residency are not qualifying educational expenses.


    Is there anything I am missing?

  • #2
    WCICON24 EarlyBird
    I believe you have it right.
    My passion is protecting clients and others from predatory and ignorant advisors 270-247-6087 for CPA clients (we are Flat Fee for both CPA & Fee-Only Financial Planning)
    Johanna Fox, CPA, CFP is affiliated with Wrenne Financial for financial planning clients