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

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

F the Internal Revenue Code of 1954 Department of the Treasury Internal Revenue Service Reporting Authority 1 Issuer s name 2 Issuer s employer identification number 3 Number and street (or P.O. box no. if mail is not delivered to street address) 4 Report number 5 City, town, or post office, state, and ZIP code 6 Date of issue 7 Name of issue 8 CUSIP number 9 Type of issue Room/suite Issue price Is this a yield reduction payment? (see instructions) 11 12 13 If Fo.

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Arbitrage Rebate is the dollar profit earned from arbitrage that must be paid back (or rebated) to the federal government. In general, Arbitrage Rebate applies to Gross Proceeds of an issue (i.e., Original Proceeds, Transferred Proceeds, and Replacement Proceeds). Arbitrage Rebate Compliance - BLX Group blxgroup.com https://.blxgroup.com › institute › arbitrage-rebate-c... blxgroup.com https://.blxgroup.com › institute › arbitrage-rebate-c...

Arbitrage is earned when the proceeds of a tax-exempt or tax-advantaged bond issue are used to acquire investments that earn a yield in excess of the bond yield (or arbitrage yield), the average yield issuers pay to their bondholders.

Form 8038-T is the crucial document used to report and calculate the potential arbitrage rebate liability on tax exempt bonds. Issuers must file this form with the IRS to ensure compliance with tax regulations and to determine if any rebate payments are owed. Form 8038-T: Arbitrage Rebate & Penalty Reporting - Fincent Fincent https://fincent.com › irs-tax-forms › form-8038-t Fincent https://fincent.com › irs-tax-forms › form-8038-t

The yield restriction rules may allow the issuer to earn the arbitrage, but the rebate rules may not allow the issuer to keep the arbitrage. If an issuer is required to pay rebate under these rules, but does not, the bonds are “arbitrage bonds.” The rebate rules include exceptions. A Guide for Issuers of Tax-Exempt Bonds - IRS irs.gov https://.irs.gov › pub › irs-pdf irs.gov https://.irs.gov › pub › irs-pdf

The IRS regulations require that arbitrage be calculated at least every 5 bond years. Unless the bond issue meets any of the exceptions described below, any positive arbitrage earned over any such arbitrage period must be rebated to the federal government within 60 days after the end of the period.

The spending exceptions provide spend-down requirements an issuer must meet in order not to have to rebate arbitrage amounts to the federal government. The federal regulations provide for three spending exceptions: the 6-month exception, the 18-month exception, and the 2-year construction exception.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232