Finding Old Municipal Bonds

October 03rd, 2007 | Category: Income Taxes

Q: How do I find copies of old municipal bonds purchased by a relative? They don’t run out until 2011. A: These old records (especially when you’re dealing with a deceased or infirm family member) are often the trickiest things to find. In that case, the best thing to do is to contact the state treasurer’s office that issued the bonds in

the first place. whether you can supply basic contact info, approximate instance of purchase, etc. you should be fine. For tax desires, remember that any bonds inherited benefit from the step-up in basis rules. that means that your basis…

Original post by Ryan Ellis

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