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This page groups IRS forms related to tax-exempt bonds (8038 series).
Forms for issuers of tax-exempt bonds to report issuance, arbitrage, and compliance with IRS requirements.
State and local governments use the 8038 series to report the issuance of tax-exempt bonds to the IRS. Form 8038 is the primary information return filed by bond issuers to report the issuance of tax-exempt private activity bonds, qualified 501(c)(3) bonds, and other tax-exempt bond issues. Specialized variants include Form 8038-B for build America bonds, Form 8038-CP for issuers claiming certain credits or refunds, Form 8038-G for governmental bonds, Form 8038-R for rebate arbitrage, and Form 8038-T for requests for approval. These forms ensure compliance with tax-exempt bond requirements and help the IRS track the volume of tax-exempt financing.
This page groups IRS forms related to tax-exempt bonds (8038 series).
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Information Return for Tax-Exempt Private Activity Bond Issues
IRS Form 8038 — Information Return for Tax-Exempt Private Activity Bond Issues. Official IRS tax form with AI-powered guidance.
Return for Credit Payments to Issuers of Qualified Bonds
IRS Form 8038-CP — Return for Credit Payments to Issuers of Qualified Bonds. Official IRS tax form with AI-powered guidance.
8038-CP (Schedule A)
IRS Form 8038-CPA — 8038-CP (Schedule A). Official IRS tax form with AI-powered guidance.
IRS forms related to tax-exempt bonds (8038 series).
Information Return for Tax-Exempt Private Activity Bond Issues
IRS Form 8038 — Information Return for Tax-Exempt Private Activity Bond Issues. Official IRS tax form with AI-powered guidance.
Return for Credit Payments to Issuers of Qualified Bonds
IRS Form 8038-CP — Return for Credit Payments to Issuers of Qualified Bonds. Official IRS tax form with AI-powered guidance.
8038-CP (Schedule A)
IRS Form 8038-CPA — 8038-CP (Schedule A). Official IRS tax form with AI-powered guidance.
Information Return for Small Tax-Exempt Governmental Bond Issues, Leases, and Installment Sales
IRS Form 8038-GC — Information Return for Small Tax-Exempt Governmental Bond Issues, Leases, and Installment Sales. Official IRS tax form with AI-powered guidance.
Information Return for Tax Credit Bonds and Specified Tax Credit Bonds
IRS Form 8038-TC — Information Return for Tax Credit Bonds and Specified Tax Credit Bonds. Official IRS tax form with AI-powered guidance.
Information Return for Build America Bonds and Recovery Zone Economic Development Bonds
IRS Form 8038B — Information Return for Build America Bonds and Recovery Zone Economic Development Bonds. Official IRS tax form with AI-powered guidance.
Information Return for Tax-Exempt Governmental Bonds
IRS Form 8038G — Information Return for Tax-Exempt Governmental Bonds. Official IRS tax form with AI-powered guidance.
Request for Recovery of Overpayments Under Arbitrage Rebate Provisions
IRS Form 8038R — Request for Recovery of Overpayments Under Arbitrage Rebate Provisions. Official IRS tax form with AI-powered guidance.
Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate
IRS Form 8038T — Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate. Official IRS tax form with AI-powered guidance.
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