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IRS Form 8038 Information Return for Tax-Exempt Private Activity Bond Issues
What Is IRS Form 8038?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury on February 1, 2022. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 8038?
A: IRS Form 8038 is an Information Return for Tax-Exempt Private Activity Bond Issues.
Q: Who needs to file IRS Form 8038?
A: Any issuer of tax-exempt private activity bonds needs to file Form 8038.
Q: What are tax-exempt private activity bonds?
A: Tax-exempt private activity bonds are bonds issued by state or local governments to finance private projects that serve a public purpose, such as affordable housing or economic development.
Q: What information is required on IRS Form 8038?
A: IRS Form 8038 requires information about the bond issuer, the bond issue, the project being financed, and the use of bond proceeds.
Q: When is IRS Form 8038 due?
A: IRS Form 8038 is generally due within 15 months after the bond issuance.
Q: Are there any penalties for not filing IRS Form 8038?
A: Yes, the IRS may impose penalties for failure to file Form 8038 or for filing an incomplete or incorrect form.
Q: Can I e-file IRS Form 8038?
A: No, IRS Form 8038 cannot be e-filed and must be filed by mail.
Q: Are there any exceptions to filing IRS Form 8038?
A: There are some limited exceptions to filing Form 8038, such as certain small bond issues or certain types of refunding bonds.
Form Details:
- A 3-page form available for download in PDF;
- Actual and valid for filing 2023 taxes;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 8038 through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 8038 Information Return for Tax-Exempt Private Activity Bond Issues
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