Form 8038 (Rev October 2021) Information Return for Tax-Exempt Private Activity Bond Issues-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Part I by entering the issuer’s name and employer identification number. Ensure you check the box if this is an amended return.
3. Provide contact information for a person who can communicate with the IRS about this return, including their name, address, and telephone number.
4. In Part II, select the type of issue and enter the issue price. Be sure to review each option carefully to ensure accurate reporting.
5. Complete Part III by detailing the description of bonds, including final maturity date and issue price.
6. In Part IV, specify how proceeds will be used. This includes accrued interest, bond issuance costs, and any refunding of prior bonds.
7. Finally, ensure all sections are filled out accurately before submitting your form through our platform for a seamless experience.

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