Forms and filing requirements for tax exempt bonds

Forms and filing requirements for tax-advantaged bonds, including tax-exempt, tax credit and direct pay bonds.

Tax exempt bonds

• Tax exempt bonds forms and instructions
• Form 8038 Corner

Tax credit and direct pay bonds

• Filing requirements - Form 8038-CP
• Filing requirements - Forms 8038-B, 8038-TC and 8038-G
• Provide accurate routing and account numbers on Form 8038-CP to avoid delayed payments
• Recent updates to Form 8038-CP and processing changes

Additional forms

• Form 14429, Tax Exempt Bonds Voluntary Closing Agreement Program Request PDF
• Filing Requirements - Form 8703
• Form 8038 Series Receipt Acknowledgements
• Publications and compliance guides