About Form 1097-BTC, Bond Tax Credit-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out Block 1, indicating the type of submission—either 'Original' or 'Reconsideration'.
3. In Block 1a, enter the requested tax year for which you are seeking a waiver.
4. Complete Block 2 with the issuer's name and address, ensuring to include a contact person’s name and phone number in Block 4.
5. In Block 3, provide the nine-digit taxpayer identification number (TIN) of the issuer.
6. For Block 5, check the box next to '1097-BTC' and estimate the number of returns you expect to file on paper in Block 5a and for the next tax year in Block 5b.
7. If applicable, complete Blocks 6 through 9 based on your specific circumstances regarding religious exemptions or undue financial hardship.
8. Finally, sign and date the form in Block 10 before submitting it via fax or mail as instructed.

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