Form 8038-R Request For Recovery Of Overpayments Under Arbitrage Rebate Provisions {8038-R}

Form 8038-R (Rev. October 2021), Request for Recovery of Overpayments Under Arbitrage Rebate Provisions, this form is used by issuers of state and local bonds to request a refund of amounts paid with Form 8038-T, Arbitrage Rebate, Yield Reduction, and Penalty in Lieu of Arbitrage Rebate. Payments made with Form 8038-T that may be recoverable include: 1. Yield reduction payments, 2. The arbitrage rebate to the United States, 3. A penalty in lieu of rebating arbitrage to the United States, or 4. A penalty to terminate the election to pay a penalty in lieu of rebating arbitrage. www.FormsWorkflow.com