Form preview

Get the free Form 8038

Get Form
Form 8038 is used by issuers of tax-exempt private activity bonds to provide required information to the IRS and monitor compliance with specific sections of the Internal Revenue Code.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign form 8038

Edit
Edit your form 8038 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your form 8038 form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit form 8038 online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the steps below to benefit from a competent PDF editor:
1
Set up an account. If you are a new user, click Start Free Trial and establish a profile.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit form 8038. Add and change text, add new objects, move pages, add watermarks and page numbers, and more. Then click Done when you're done editing and go to the Documents tab to merge or split the file. If you want to lock or unlock the file, click the lock or unlock button.
4
Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.
With pdfFiller, it's always easy to work with documents. Try it out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out form 8038

Illustration

How to fill out Form 8038

01
Obtain Form 8038 from the IRS website or a tax professional.
02
Fill in the issuer's name and address on the top of the form.
03
Enter the date of the issue and the name of the bond owner.
04
Provide details about the issue type, including the amount and date of the sale.
05
Complete the sections regarding bond details such as interest rate and term.
06
Indicate if the bonds are part of a volume cap or if any special rules apply.
07
Review the instructions for any additional requirements based on the type of bonds being issued.
08
Sign and date the form appropriately before submission.
09
Submit Form 8038 to the IRS by the required deadline, usually within 75 days after the bond issue date.

Who needs Form 8038?

01
Municipalities issuing tax-exempt bonds.
02
Entities seeking federal tax code compliance for bond issuances.
03
Governmental organizations responsible for financing projects through bond offerings.
04
Any issuer of municipal securities required to report to the IRS.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.7
Satisfied
63 Votes

People Also Ask about

Form 8038-GC is used by the issuers of tax- exempt governmental obligations to provide the IRS with the information required by section 149(e) and to monitor the requirements of sections 141 through 150. Issuers of tax-exempt governmental obligations with issue prices of less than $100,000 must file Form 8038-GC.
Form 8038 is used by the issuers of tax-exempt private activity bonds to provide the IRS with the information required by section 149 and to monitor compliance with the requirements of sections 141 through 150.
Form 3800 is used to calculate the General Business Credit, which is a combination of over 30 “component” tax credits that have their own eligibility requirements and rules. Form 3800 is a complex form that's broken down into six separate parts.
Issuers of tax-exempt private activity bonds use Form 8038 to provide the IRS with the information required by Internal Revenue Code section 149 and to monitor the requirements of Internal Revenue Code sections 141 through 150.
(IRS) Form 8038 In most cases, this will be either an IRS Form 8038-G for Governmental Bonds or Governmental Purpose Bonds or an IRS Form 8038 for qualified Private Activity Bonds.
Issuers of tax-exempt private activity bonds use Form 8038 to provide the IRS with the information required by Internal Revenue Code section 149 and to monitor the requirements of Internal Revenue Code sections 141 through 150.
Form 8038-GC is used by the issuers of tax-exempt governmental obligations to provide the IRS with the information required by section 149(e) and to monitor the requirements of sections 141 through 150. Issuers of tax-exempt governmental obligations with issue prices of less than $100,000 must file Form 8038-GC.
Use Schedule E (Form 1040) to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in real estate mortgage investment conduits (REMICs).

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Form 8038 is a federal tax form used by issuers of tax-exempt bonds to provide information to the Internal Revenue Service (IRS) about the issuance of the bonds.
Issuers of tax-exempt bonds are required to file Form 8038 to report details about the bond issue, such as government entities and certain non-profit organizations.
To fill out Form 8038, issuers must provide details including the name of the issuer, the date of bond issuance, the purpose of the bonds, the amount of bonds issued, and other relevant information specific to the bond issue.
The purpose of Form 8038 is to inform the IRS about the details of tax-exempt bonds issued to ensure compliance with federal tax regulations and provide information necessary for monitoring tax-exempt financing.
Information required on Form 8038 includes the issuer's name and address, details about the bond issue such as the type of bonds, issue date, purpose, amount, and any related financing or refunding transactions.
Fill out your form 8038 online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.