Form 1097-Btc - Bond Tax Credit - 2018 Page 5
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5Instructions for Payer
To complete Form 1097-BTC, use:
For the report furnished to the recipient (quarterly or
annual), you may use Copy B or your own substitute
• the 2018 General Instructions for Certain Information
statement reporting all the same applicable information
Returns, and
(the reporting for the first three quarters may be furnished
• the 2018 Instructions for Form 1097-BTC.
electronically).
To order these instructions and additional forms, go to
The IRS encourages Form 1097-BTC issuers to provide
the credit information to the recipient monthly if applicable,
Due dates. Furnish the information shown on Copy B of
and as soon after the end of the month in which a credit
this form to the recipient on or before the 15th day of the
arises as possible.
second calendar month after the close of the calendar
Furnish the information shown on Copy B of this form
quarter in which the credit is allowed.
with the aggregate total amount of allowable credits for the
For the first three quarters, report to the recipient only
2018 calendar year to the recipient by February 15, 2019.
the amounts for the months of the applicable quarter. Box
File Copy A of this form with the IRS by February 28,
1 should not be completed and box 6 is optional.
2019. If you file electronically, the due date is April 1, 2019.
You are not required to furnish a separate report solely
To file electronically, you must have software that
for the fourth quarter because the fourth quarter amounts
generates a file according to the specifications in Pub.
are reported with the annual filing. For the annual filing,
1220.
report the credits for each month in boxes 5a–5l; the total
Need help? If you have questions about reporting on Form
of those amounts in box 1; and complete the rest of the
1097-BTC, call the information reporting customer service
form as applicable. If any amounts previously furnished for
site toll free at 866-455-7438 or 304-263-8700 (not toll
the first three quarters need to be corrected, report the
free). Persons with a hearing or speech disability with
correct amounts for the annual reporting and explain the
access to TTY/TDD equipment can call 304-579-4827 (not
correction to the recipient; no explanation is required for
toll free).
the IRS filing.
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