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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13424K: 13424-K

IRS Form 13424‑K is a specialized schedule used to report certain tax‑exempt bond transactions by eligible organizations. File it when the organization has to disclose the use of bond proceeds for qualified projects.

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Form Overview

IRS Form 13424K - 13424-K

IRS Form 13424‑K is a specialized schedule used to report certain tax‑exempt bond transactions by eligible organizations. File it when the organization has to disclose the use of bond proceeds for qualified projects.

The form captures bond identification numbers, project descriptions, amounts of proceeds, and compliance certifications.

Risk Radar

Scan points
  • 1A single typo in the bond number can invalidate the entire return.
  • 2Incorrect bond identification numbers
  • 3Mismatched project cost totals
  • 4Missing certification signatures
  • 5Using an outdated form edition

Plain English

Think of Form 13424‑K as a worksheet that tells the IRS how a nonprofit or government entity used money from tax‑exempt bonds. It only applies if the bond issue meets specific IRS criteria and the proceeds fund qualified projects.

Submission Date

  • Filing date: 2016-08-26 00:00:00
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

identificationentitymoneyissue

Hover a term to preview the meaning.

What this form is for

  • Use when reporting qualified tax‑exempt bond proceeds.
  • Do not use for private activity bonds that are not qualified.
  • If the bond is a non‑qualified municipal bond, check Form 13424‑J.

Form selector

Use this form or another form?

Non‑qualified municipal bond

Different compliance criteria

✓ Verify bond qualification first

Form 13424‑J

Corporate bond financing

Corporate tax return context

✓ Confirm entity type before proceeding

Form 1120‑S Schedule K

Deadline or filing window

The schedule must be filed with the organization’s annual return by the return’s due date, including extensions. If the return is extended to October 15, the schedule follows the same deadline. No separate deadline is published for the schedule alone.

  • —Bond proceeds amount | sum of line items | Total proceeds reported | Verify totals match bond statements

Checklist

What you need before filling it out

1

Bond identification number

Original bond issuance certificate · Issuer records

⚠ Often omitted or transposed✕ High
2

Project description

Grant award letters or project plans · Project manager files

⚠ Vague language can cause non‑compliance✕ Medium
3

Certification signature

Signed compliance statement · Authorized officer

⚠ Missing or unsigned signature✕ High
4

Amount of proceeds used

Accounting ledger entries · Finance department

⚠ Totals may not reconcile with bond statements✕ Medium

Before you submit

  1. 1Use the 2023 (or later) edition of Form 13424‑K
  2. 2Match bond numbers to the original issuance documents
  3. 3Reconcile total proceeds with the organization’s ledger
  4. 4Attach required certification statements
  5. 5Include the schedule with the correct Form 990 version
  6. 6Verify the mailing address matches the return instructions
  7. 7If e‑filing, confirm the software attaches the schedule correctly
  8. 8Check that an authorized officer has signed the certification
  9. 9Retain a copy of the completed schedule for records
  10. 10Confirm no other schedule conflicts with the same line items

How to file this form

  1. 1Obtain the latest Form 13424‑K from IRS.gov
  2. 2Collect bond issuance certificates and project budgets
  3. 3Enter bond IDs, amounts, and project details on the schedule
  4. 4Add the required certification signature
  5. 5Attach the schedule to the organization’s Form 990, 990‑EZ, or 990‑PF
  6. 6Mail to the address listed in the return instructions or e‑file
  7. 7Keep a dated copy of the filed schedule in the organization’s records

Known limitations

  1. 1The form does not calculate interest or amortization; separate calculations are required
  2. 2IRS instructions provide limited examples for complex multi‑project bonds
  3. 3No guidance on electronic attachment size limits; verify with software vendor
  4. 4Form is only applicable to qualified tax‑exempt bonds; other bond types require different schedules

Field map

Compact field-by-field guide

6 fields

General Info

2 items

Taxpayer Name and TIN

Full legal name and taxpayer identification number (SSN or EIN).

Requiredtext
Address

Current mailing address.

Requiredtext

Details

2 items

Required Information

Complete all applicable sections of this form according to the official IRS instructions.

Requiredtext
Amount (if applicable)

Enter the relevant dollar amount if this form involves tax calculation.

amount

Certification

1 items

Certification Statement

Read and acknowledge any certifications required by this form.

Requiredcheckbox

Signatures

1 items

Signature

Sign and date. Unsigned forms cannot be processed.

Requiredsignature
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Current form status
IRS

Form 13424‑K is currently active for tax years 2023 onward. The IRS has not announced a replacement form as of the latest guidance.

What changed or needs a fresh check

  • Edition date – verify the form is the 2023 or later version
  • Fee – no filing fee for the schedule itself
  • Mailing address – use the address in the accompanying Form 990 instructions
  • Electronic filing – confirm the return software supports attachment of Schedule 13424‑K
  • Signature block – ensure an authorized officer signs the certification

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Form 13424K page 2

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Quick Facts

Eligible tax‑exempt organizations, state or local governments, and qualified private activity bond issuers file this form.
The form captures bond identification numbers, project descriptions, amounts of proceeds, and compliance certifications.
It is attached to the organization’s annual return (Form 990, 990‑EZ, or 990‑PF) for the tax year in which the bond proceeds were used.
Submit the completed schedule with the main return to the IRS address listed in the return’s instructions, or e‑file if the return supports electronic attachment.
Errors can trigger penalties, delay processing of the return, or cause the bond issue to lose its tax‑exempt status.
Gather bond purchase documents, project budgets, and compliance certifications. Fill in each line item, double‑check totals, attach any required statements, and then combine the schedule with the organization’s annual return before mailing or e‑filing.

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After you file

  1. 1Store the filed schedule and supporting documents for at least three years
  2. 2Monitor IRS correspondence for any deficiency notices
  3. 3Update internal bond tracking logs with the reported amounts
  4. 4If a correction is needed, prepare an amended return with a revised Schedule 13424‑K
  5. 5Document the filing date and confirmation number (if e‑filed)
  6. 6Review the next year’s bond activity early to prepare the next schedule

Sources

  • SRCForm 13424‑K title and purposeIRS official form library
  • SRCEligibility criteriaIRS Publication 537 (Tax‑Exempt Bond Financing)
  • SRCAttachment instructionsForm 990 Instructions (2023 edition)
  • SRCSignature requirementForm 13424‑K instructions page 2
  • SRCEdition dateForm header shows 2023 revision
  • SRCMailing addressForm 990 filing address table
  • SRCElectronic filing supportIRS e‑File guide for exempt organizations
  • SRCPenalty riskIRS Penalty Handbook for incorrect bond reporting

Common confusion points

Bond vs. loan number

Similar formats cause mix‑ups

→ Cross‑check with issuance certificate

Qualified vs. non‑qualified bond

Definitions are technical

→ Verify status in IRS bond qualification list

Where to attach the schedule

Some software hide attachment options

→ Confirm attachment before final submission

Signature authority

Not all officers can sign

→ Confirm signatory authority in bylaws

Deadline extensions

Extensions apply to the whole return

→ Do not treat the schedule as a separate filing

Workflow map

Related forms and next steps

4 signals

Before

Review IRS Publication 537 for bond qualification rules

Current

13424K

After

If deficiency notice received, file Form 872‑R (amended return)

Often used with

Form 990, Form 990‑EZ, Form 990‑PF

⚠ If something goes wrong

  • Contact the IRS Tax Exempt and Government Entities hotline

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Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
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