I bond registration - 10k primary, 10k secondary?

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glantzinggirl
Posts: 1
Joined: Fri May 13, 2022 10:30 pm

I bond registration - 10k primary, 10k secondary?

Post by glantzinggirl »

In the same year, can I purchase 10k as the primary owner and then also be listed as the secondary owner for 10k purchased by someone else?

Apologies, I'm sure this question has been asked a lot.
nalor511
Posts: 2479
Joined: Mon Jul 27, 2015 1:00 am

Re: I bond registration - 10k primary, 10k secondary?

Post by nalor511 »

glantzinggirl wrote: Fri May 13, 2022 10:35 pm In the same year, can I purchase 10k as the primary owner and then also be listed as the secondary owner for 10k purchased by someone else?

Apologies, I'm sure this question has been asked a lot.
Yes. Not in the same account
evelynmanley
Posts: 302
Joined: Tue Sep 21, 2010 9:13 am

Re: I bond registration - 10k primary, 10k secondary?

Post by evelynmanley »

glantzinggirl wrote: Fri May 13, 2022 10:35 pm In the same year, can I purchase 10k as the primary owner and then also be listed as the secondary owner for 10k purchased by someone else?

Apologies, I'm sure this question has been asked a lot.
Harry Sit's articles with step-by-step instructions about I-Bonds are great!

re: secondary owners: https://thefinancebuff.com/i-bonds-bene ... irect.html

A great summary: https://thefinancebuff.com/how-to-buy-i-bonds.html

All of his I-bond articles: https://thefinancebuff.com/tag/i-bonds


>>A married couple each with a trust and a self-employment business can buy up to $65,000 each calendar year, and more if they file separate tax returns, buy in their kids’ names, or buy as gifts for family members.

$10,000 in Person A’s personal account with Person B as the second owner
$10,000 in Person B’s personal account with Person A as the second owner
$10,000 in an account for Person A’s trust
$10,000 in an account for Person B’s trust
$10,000 in an account for Person A’s business
$10,000 in an account for Person B’s business
$5,000 using money from their tax refund if they file jointly (or $5,000 each if they file separately after making sure they won’t lose other tax benefits)
$10,000 in the name of each of their kids under 18
$10,000 as a gift for each member of the extended family>>
excerpted from this link: https://thefinancebuff.com/how-to-buy-i-bonds.html
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