Form 8038


(4.6 / 5) 74 votes

Get your Form 8038 in 3 easy steps

  • 01 Fill and edit template Fill Form 8038
  • 02 Sign it online Sign Form 8038
  • 03 Export or print immediately Export Form 8038

What is an 8038 form?

The fillable 8038 form is used for providing the information to the IRS on the tax-exempt private activity bond issues. Tax-exempt private activity bond issuers can download Form 8038 to notify IRS of the changes. This information is required by the code of IRS, section 149, for monitoring the demands of 141-150 sections of this code.

What I need the 8038 form for?

  • The form is used for issuers of the bonds, business owners, so they can provide the information required by the IRS;
  • Blank of this form is filed by the issuers of the tax-exempt private activity bonds directly to the IRS;
  • If you have refunding bonds, you can use this form as well. Complete part 4 of the 8038 document in this case;
  • For governmental obligations that are tax-exempt, you have to file an 8038-G form.

form 8038 screenshot

How to fill out Form 8038?

The three pages long pdf document can be downloaded from this page. You may print it and train to complete all the sections that are required. You may later file the form online to the IRS. It is completely free of charge. The length of the document is impressive, and you have to be correct with all the numbers and names you mention in the form. Follow this instruction:

  • Part 1 is totally about the reporting authority, name, address, name of the person who can confirm the information;
  • Part 2 is about the type of issue. Pick the right one;
  • Part 3 is for the bonds’ description;
  • Part 4 is for the uses of proceeds of the issue. Pick the right one and provide the information;
  • Part 5 is for the property financed description;
  • Part 6 is for the description of the refunded bond if you have;
  • In part 7, there is miscellaneous data you may need to provide;
  • Part 8 is about volume caps;
  • Don’t forget to put your signature and date.

form 8038 2 screenshot

Organizations that work with 8038 form

  • It must be sent to the IRS.
Fillable online Form 8038
(4.6 / 5) 74 votes
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