Get Irs 8038 2021-2026

Filing the IRS 8038 form is essential for reporting tax-exempt private activity bond issues. This guide provides clear, step-by-step instructions to help users navigate the process of completing the form online.

Follow the steps to fill out the IRS 8038 correctly.

1. Click 'Get Form' button to obtain the form and open it in your preferred online document editor.
2. Begin with Part I: Fill in your issuer’s name, Employer Identification Number (EIN), and contact information of the person communicating with the IRS regarding this return.
3. In Part II, indicate the type of issue by selecting the relevant category for your bond issue, and enter the issue price.
4. Proceed to Part III to describe the bonds. Ensure you include information such as the final maturity date, issue price, redemption price, and the weighted average maturity.
5. In Part IV, outline the uses of proceeds from the bond issue. Enter accurate amounts for accrued interest, issuance costs, and other specified categories.
6. For Part V, if applicable, describe the property financed with the bond proceeds. Ensure you categorize the type of property and enter the associated NAICS code.
7. If refunding bonds are involved, complete Part VI with the necessary details regarding the refunded bonds.
8. Fill out Part VII, providing miscellaneous information required by the form, such as the name of the governmental unit approving the issue.
9. In Part VIII, report the volume cap amounts and any relevant certifications required.
10. Finish by signing the form in the designated area and providing your preparer's information if applicable. Review all information for accuracy.
11. After completing the form, save changes, download, print, or share the document as needed.

Start filling out your IRS 8038 form online today.