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Forms and instructions
Form 8038
- Form 8038, Information Return for Tax-Exempt Private Activity Bond Issues PDF
- Form 8038, Instructions PDF
- Form 8038-G, Information Return for Government Purpose Tax-Exempt Bond Issues PDF
- Form 8038-G, Instructions PDF
- Form 8038-GC, Consolidated Information Return for Small Tax-Exempt Government Bond Issues PDF
- Form 8038-B, Information Return for Build America Bonds and Recovery Zone Economic Development Bonds PDF
- Form 8038-B, Instructions PDF
- Form 8038-TC, Information Return for Tax Credit Bonds and Specified Tax Credit Bonds PDF
- Form 8038-TC, Instructions PDF
- Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate PDF
- Form 8038-T, Instructions PDF
- Form 8038-R, Request for Recovery of Overpayment Under Arbitrage Rebate Provisions PDF
Form 8038-CP
Form 8038-CP is for use by issuers of build America bonds, recovery zone economic development bonds and specified tax credit bonds who elect to receive a direct payment from the federal government equal to a percentage of the interest payments on these bonds.
- Form 8038-CP, Credit for Qualified Bonds Allowed to Issuer PDF
- Form 8038-CP, Instructions PDF
- Important processing changes – Effect of new time frame for responding to request for missing information
- Application of the Treasury Offset Program to payments to issuers of direct pay bonds
Other forms and instructions for tax-advantaged bonds
- Form 990, Schedule K, Supplemental Information on Tax-Exempt Bonds PDF
- Form 990, Schedule K, Instructions PDF
- Form 8328, Carryforward Election of Unused Private Activity Bond Volume Cap PDF
- Form 8703, Annual Certification of a Residential Rental Project PDF
- Form 14429, Tax Exempt Bonds Voluntary Closing Agreement Program Request PDF
- Notice of defeasance mailing address, Mailing address for notices of defeasance required by Treas. Regs. 1.141-12(d)(3), 1.142-2(c)(2), and notices of election required by Treas. Regs. 1.142(f)(4)-1
Filing tips
- Form 8038-Series receipt acknowledgements
- Provide accurate routing and account numbers to avoid delayed payments