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Official form guide
Form 14711A: TEB Analysis of Future Related Form 8038-CP Returns
Internal Revenue Service Form 14711-A is a Treasury Enforcement Branch analysis tool that records key case details for bonds and forecasts related Form 8038-CP returns the issuer may file. The bond issuer files it.
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IRS Form 14711A - TEB Analysis of Future Related Form 8038-CP Returns
Internal Revenue Service Form 14711-A is a Treasury Enforcement Branch analysis tool that records key case details for bonds and forecasts related Form 8038-CP returns the issuer may file. The bond issuer files it.
Risk Radar
Scan points- 1Omitting required Key Case Information can halt the examination process.
- 2Leaving the Issuer EIN field blank.
- 3Failing to provide the Name of issuer of bonds.
- 4Omitting the Period Amount of Credit for any anticipated Form 8038-CP return.
- 5Not listing any Potential Related Form 8038-CP Returns expected to be filed.
Plain English
Form 14711-A gathers information about a bond case and predicts which Form 8038-CP returns the issuer will need to file in the next three years. It helps the Treasury Enforcement Branch plan its examinations. The data includes issuer details, bond type, and expected credit amounts.
Submission Date
- Filing date: 2025-03-05 22:10:27
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when the issuer needs to record key case information for bonds and forecast related Form 8038-CP returns.
- Check Form 8038-CP instead when filing the actual direct‑pay bond payment returns.
Form selector
Use this form or another form?
Issuer preparing key case analysis for bond examination
Captures case details and forecasts related returns
✓ Verify all bond identifiers are entered
Issuer filing the actual payment return for a direct‑pay bond
Processes payment at the Ogden Campus
✓ Confirm examiner assigned matches the key case
Issuer seeking expedited appeal for issues present in the key case
Allows association with the key case for faster resolution
✓ Ensure expedited‑appeal election is indicated
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Name of issuer of bonds
Issuer's legal name · Form field "Name of issuer of bonds"
Address of issuer of bonds
Issuer's mailing address · Form field "Address of issuer of bonds"
Issuer EIN
Employer Identification Number · Form field "Issuer EIN"
Potential Related Form 8038-CP Returns Expected to be Filed During Next Three Years
Projected filing schedule · Form section listing periods and credit amounts
Examiner assigned
Name or ID of the examiner · Form field "Examiner assigned"
Before you submit
- 1Confirm the Catalog Number matches 67958T
- 2Verify the Form number reads 14711-A (8-2015)
- 3Enter the correct Issuer EIN
- 4Populate the Name of issuer of bonds field
- 5Provide the full Address of issuer of bonds
- 6List the Type of bond accurately
- 7Indicate the IPD frequency as required
- 8Review the Potential Related Form 8038-CP Returns section for completeness
How to file this form
- 1Complete all required fields on Form 14711-A, then retain a signed copy for your records
- 2Attach any supporting documentation referenced in the form, and keep a duplicate for your files
- 3Submit the completed form to the designated IRS processing center, and obtain a mailing receipt
- 4Confirm receipt of the form by checking the tracking information, and file the confirmation notice
- 5Store the original form and receipt in a secure location as proof of filing
Known limitations
- 1The form does not apply to returns unrelated to direct pay bond examination cases — source: [Form p.1] Form 8038-CP returns filed by the issuer related to direct pay bond examination cases under Appeals jurisdiction ...
- 2The form does not apply to cases outside Appeals jurisdiction — source: [Form p.1] Form 8038-CP returns filed by the issuer related to direct pay bond examination cases under Appeals jurisdiction ...
- 3The form does not apply to bond examinations that are not direct pay bonds — source: [Form p.1] Form 8038-CP returns filed by the issuer related to direct pay bond examination cases under Appeals jurisdiction ...
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
Almost done reviewing the fields?
Fillable formOpen in Editor->The form shows a revision date of 08/15 (August 2015) on the header. The source does not indicate a latest‑information webpage or any changes beyond this edition.
What changed or needs a fresh check
- Edition date — confirm the revision reads 08/15 as shown on the form header
- Fee — Not stated in the official source
- Mailing address — Not stated in the official source
- Signature — Not stated in the official source
Quick Facts
Downloads
After you file
- 1Confirm the form header shows revision date 08/15; if the date differs, verify the current edition on the IRS website before filing.
- 2Retain a complete copy of the signed Form 14711-A for your records, as the official source does not specify required retention period.
- 3Submit the form to the designated processing center; the official source omits the mailing address, so confirm the correct destination with the Treasury Enforcement Branch.
- 4Because the fee amount is not stated, contact the IRS or your examiner to determine any applicable payment before sending the analysis.
- 5Review the completed Key Case Information and anticipated credit amounts for accuracy; anticipate future updates, as the form’s content may change in subsequent revisions.
Sources
- SRCForm p.1 — Catalog Number 67958T and Form 14711-A (8-2015) identified on the cover page.
- SRCForm p.1 — Official title "TEB Analysis of Future Related Form 8038-CP Returns" appears on the cover page.
- SRCForm p.1 — The form records key case information such as name of issuer, address, EIN, etc.
- SRCForm p.1 — "Form 8038-CP returns filed by the issuer related to direct pay bond examination cases under Appeals jurisdiction will generally be processed for payment at the Ogden Campus."
- SRCForm p.1 — "TEB will open examinations of these returns as received and offer an expedited Appeal if the same issues are present as in the key case under Appeals jurisdiction."
- SRCForm p.1 — "Cases in which the Issuer elects an expedited Appeal will be forwarded to Appeals for association with the key case."
Common confusion points
Do I need to file Form 14711-A for a regular corporate bond?
The form is only for direct pay bond examination cases under Appeals jurisdiction.
→ Verify the bond is a direct‑pay bond and the case falls under Appeals jurisdiction.
Will my Form 8038‑CP be processed at my local IRS office?
The source states processing is generally at the Ogden Campus.
→ Confirm the processing location is the Ogden Campus.
Can I file the form for returns beyond the next three years?
The form forecasts related returns expected to be filed during the next three years.
→ Ensure the forecast period does not exceed three years.
Is an expedited Appeal automatically granted?
An expedited Appeal is offered only if the same issues are present as in the key case.
→ Check that the issues match those of the key case before requesting an expedited appeal.
Do I have to wait for TEB to open the examination before submitting?
TEB opens examinations of these returns as received.
→ Submit the return directly without waiting for a prior opening.
What happens if I do not elect an expedited Appeal?
Only cases that elect an expedited Appeal are forwarded to Appeals for association with the key case.
→ Verify whether you have elected the expedited option.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 8038-CP – forwarded to Appeals for association with the key case when an expedited Appeal is elected.
Questions about IRS Form 14711A
What is IRS Form 14711A used for?
Form 14711-A gathers information about a bond case and predicts which Form 8038-CP returns the issuer will need to file in the next three years. It helps the Treasury Enforcement Branch plan its examinations. The data includes issuer details, bond type, and expected credit amounts.
What information does IRS Form 14711A require?
The form collects Key Case Information, the name and address of the issuer of bonds, the issuer EIN, form number, MFT period, report number, examiner assigned, date closed, type of bond, IPD frequency, name of bond issue, and the anticipated Period Amount of Credit for each potential related Form 8038-CP return.
Where do I file IRS Form 14711A?
Form 8038-CP returns related to this analysis are generally processed for payment at the Ogden Campus.
How do I complete IRS Form 14711A?
Complete all required fields for Key Case Information and issuer details. List each anticipated Form 8038-CP return with its period and credit amount. Review for accuracy, sign the form, and submit it to the designated processing center. Retain a copy for your records.
Do I need to file Form 14711-A for a regular corporate bond?
The form is only for direct pay bond examination cases under Appeals jurisdiction. Verify the bond is a direct‑pay bond and the case falls under Appeals jurisdiction.
Will my Form 8038‑CP be processed at my local IRS office?
The source states processing is generally at the Ogden Campus. Confirm the processing location is the Ogden Campus.
Can I file the form for returns beyond the next three years?
The form forecasts related returns expected to be filed during the next three years. Ensure the forecast period does not exceed three years.
Is an expedited Appeal automatically granted?
An expedited Appeal is offered only if the same issues are present as in the key case. Check that the issues match those of the key case before requesting an expedited appeal.
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