Get Form 8038-t (rev. May 1995). Arbitrage Rebate And Penalty In Lieu Of Arbitrage Rebate

This guide provides step-by-step instructions for filling out Form 8038-T (Rev. May 1995), which is used to report arbitrage rebate and penalties related to tax-exempt bonds. It is designed to assist users at all experience levels in navigating the form accurately and efficiently.

Follow the steps to complete the form correctly.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. In Part I, complete the required fields: Enter the issuer's name, employer identification number, address, report number, date of issue, name of the issue, CUSIP number, and type of issue.
3. Indicate if this form is a yield reduction payment and whether it is the final Form 8038-T for this issue by checking the appropriate boxes.
4. In Part II, fill out the arbitrage rebate section: Enter the amounts for rebate payments and specify the period pertaining to this rebate.
5. In Part III, if applicable, complete the section for penalties in lieu of arbitrage rebate: Indicate available construction proceeds and the penalty amount, checking the appropriate options based on the circumstances.
6. Part IV is for elections by the issuer, check the boxes for the elections made based on your filing history and the applicable regulations.
7. At the end of the form, ensure it is signed by an authorized representative, with their name and title printed clearly.
8. Save any changes to your form, and when ready, you can download, print, or share the completed Form 8038-T accordingly.

Complete your Form 8038-T online today for precise and timely reporting.