Thank you, ColoradoRetiree. I suspected TreasuryDirect would keep the issue dates in descending chronological order. Will go ahead and move all the converted bonds to my primary account. The conversion account requires one too many extra clicks and is easy for beneficiaries to overlook.Sparsam, I have converted paper I-Bonds to online I-Bonds and then converted them to my primary account and have also transferred I-Bonds from 2 personal accounts to my Trust account. All of the I-Bonds show up in my "Current Holdings >> Summary" screen with the Issue Date showing the oldest bonds at the bottom and the latest at the top. It makes no difference where the I-Bonds were originally purchased or acquired i.e. Gift, tax return or purchased in another account.
dcabler, I've always been able to edit registrations in the conversion account, but I'm now seeing there is no option to add a co-owner (second named registrant). Thanks for bringing this to my attention. Another reason to keep everything under one umbrella.
One reason to do move them to primary, as a friend of mine found out recently, is that you don't have all of the options for how they can be registered if kept in the conversion account. We only bought paper bonds when they had the option for purchase with tax refunds. Those were then converted to electronic form and I always moved them into our primary account and then updated the registrations.
Statistics: Posted by sparsam — Tue Oct 21, 2025 8:10 pm — Replies 7738 — Views 2008387