
149(e)) See separate instructions. Go to www.irs.gov/Form8038 for instructions and the latest information. Reporting Authority OMB No. 1545-0047 Check box if Amended Return 2 Issuer s name Issuer s employer identification number 3a Name of person (other than issuer) with whom the IRS may communicate about this return (see instructions) 3b Telephone number of other person shown on 3a 4 5 Report number (For IRS Use Only) Number and street (or P.O. box if mail is not deli.
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How to fill out the IRS 8038 online
This guide provides clear and comprehensive instructions for completing the IRS Form 8038 online. Whether you are familiar with tax documents or new to the process, this step-by-step approach will help ensure correct completion.
Follow the steps to successfully complete and submit your IRS 8038 form.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- In Part I, enter the issuer's name and employer identification number. Provide the contact information for the person with whom the IRS may communicate regarding this return.
- Fill in the issuer's address, including the number and street (or P.O. box), city, town, state, and ZIP code.
- Indicate the date of issue in the format MM/DD/YYYY. Specify the name of the issue and the CUSIP number.
- Complete Part II by selecting the type of issue and entering the issue price. Mark any relevant boxes regarding specific bond types or elections.
- In Part III, describe the bonds being issued. Include the final maturity date, issue price, stated redemption price at maturity, and weighted average maturity.
- Proceed to Part IV where you will list the uses of proceeds. Detail amounts allocated for accrued interest, bond issuance costs, and other categories specified.
- Part V requires you to describe the property financed by the proceeds. Specify the type of property and complete the section with the appropriate NAICS codes.
- If applicable, provide details in Part VI regarding any refunded bonds. Include weighted average maturities and dates for both tax-exempt and taxable bonds.
- In Part VII, enter information pertaining to any governmental approvals and miscellaneous considerations. Fill out any checks if required, related to penalties or hedging.
- Finally, complete the signature and declaration section. Ensure the authorized representative signs and dates the form.
- Once all fields are completed, you can save changes, download, print, or share the form online.
Complete your IRS Form 8038 online to ensure compliance and timely submission.
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Get answers to your most pressing questions about US Legal Forms API.
What is IRS Form 8038-CP?
Form 8038-CP is a return of the issuer, and as such, must be signed by an officer of the issuer with the authority to: (i) bind the issuer; (ii) authorize payment to be sent to the entity listed in Part I; and (iii) authorize the IRS to communicate with any person listed as a designee of the issuer.
What is a 8038-GC?
Form 8038-GC is used by the issuers of tax- exempt governmental obligations to provide the IRS with the information required by section 149(e) and to monitor the requirements of sections 141 through 150.
Where do I mail form 8038 G?
Where To File File Form 8038-G, and any attachments, with the Internal Revenue Service Center, Ogden, UT 84201.
What is 8038 GC tax form for?
Issuers of a tax-exempt governmental obligation with an issue price of $100,000 or more must file Form 8038-G, Information Return for Tax-Exempt Governmental Bonds. Filing a separate return for a single issue.
What is form 8038-CP?
Form 8038-CP is used to claim refundable tax credit payments payable to issuers of qualified Build America Bonds, Recovery Zone Economic Development Bonds, and specified tax credit bonds. Issuers should use the January 2022 version of Form 8038-CP for submissions received by the IRS in January 2022.
What is a 8038 tax form?
Form 8038. (Rev. February 2022) Information Return for Tax-Exempt Private Activity Bond Issues.
Where do I mail Form 8038-G?
Where To File File Form 8038-G, and any attachments, with the Internal Revenue Service Center, Ogden, UT 84201.
How do I file 8038-CP electronically?
If you're new to electronic filing, the first step is to find an authorized e-file provider. This is because all 8038-CP returns filed electronically must be transmitted to the IRS through an authorized e-file provider. You can find a list of approved e-file providers on the IRS.gov/8038Corner page.
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