IRS logo
Tax Exempt and Government Entities Division, Office of Tax Exempt Bonds
Getting It Right: Form Filing and Compliance Issues for Direct Pay Bonds
View the archive video:

IRS Presenter
Todd Mitchell Todd Mitchell
Group Manager,
Tax Exempt Bonds Compliance & Program Management

Click for bio

Carl Scott Carl Scott
Group Manager,
Tax Exempt Bonds Field Operations

Click for bio
Viewing problems?
arrow Email us
arrow View help pages
hands holding money, glasses on an open book, fingers on a calculator

Getting It Right: Form Filing and Compliance Issues for Direct Pay Bonds

Presented on:
June 30, 2011
2 p.m. ET

Learn about:

  • Requesting refundable credit payments by filing Form 8038-CP, filing other forms for direct pay bonds, and properly completing these forms.
  • Ongoing compliance requirements for the allowance and payment of refundable credits on direct pay bonds.
  • IRS processing and review of returns filed for direct pay bonds.
  • Filing amendments to Form 8038-CP.
  • Resolving violations through the Tax Exempt Bonds Voluntary Closing Agreement Program.
  • Finding additional information on direct pay bonds, including how to request the status of specific refundable credit payments.

arrow Transcript
arrow Slides
arrow Form 8038-TC
arrow Form 8038-CP
arrow Form 8038-CP Instructions
arrow Receive updates from the IRS by e-mail. Visit our subscription services page on to choose the e-newsletters you'd like to receive. It's easy and you can edit your choices at any time.