Tax Exempt Bonds Forms & Publications

 

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Forms

Name

Title

Separate Instructions

Form 8038PDF Information Return for Tax-Exempt Private Activity Bond Issues

 

YesPDF

Form 8038-GPDF Information Return for Government Purpose Tax-Exempt Bond Issues

 

YesPDF

Form 8038-GCPDF Consolidated Information Return for Small Tax-Exempt Government Bond Issues

 

No

Form 8038-BPDF Information Return for Build America Bonds and Recovery Zone Economic Development Bonds

 

YesPDF

Form 8038-TCPDF Information Return for Tax Credit Bonds and Specified Tax Credit Bonds

 

YesPDF

Form 8038-CPPDF Credit for Qualified Bonds Allowed to Issuer

 

YesPDF

Form 8038-TPDF Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate

 

YesPDF

Form 8038-RPDF Request for Recovery of Overpayment Under Arbitrage Rebate Provisions

 

No

Form 8328PDF Carryforward Election of Unused Private Activity Bond Volume Cap

 

No

Form 8703PDF Annual Certification of a Residential Rental Project

 

No

Form 990, Schedule KPDF Supplemental Information on Tax-Exempt Bonds

 

YesPDF

Form 14429PDF Tax Exempt Bonds Voluntary Closing Agreement Program Request No
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.

Publications

Name

Title

Publication 1PDF Your Rights as a Taxpayer
Publication 4077PDF

Tax-Exempt Bonds for 501(c)(3) Charitable Organizations / Compliance Guide

 

Publication 4078PDF

Tax-Exempt Private Activity Bonds / Compliance Guide 

 

Publication 4079PDF

Tax-Exempt Governmental Bonds / Compliance Guide

 

Publication 5005PDF

Your Responsibilities as a Conduit Issuer of Tax-Exempt Bonds

 

Publication 5091PDF Voluntary Compliance for Tax-Exempt and Tax-Credit Bonds
Publication 5271PDF Complying with Arbitrage Requirements: A Guide for Issuers of Tax-Exempt Bonds and Conduit Borrowers

Additional resources