14711-A

TEB Analysis of Future Related Form 8038-CP Returns

Agency
IRS
Revision
August 2015
Fillable fields
134
Pages
1
Official source
IRS form page
Checked
October 21, 2026
Fill 14711-A online
Page 1 of form 14711-A

Form 14711-A: TEB Analysis of Future Related Form 8038-CP Returns

Form 14711-A, TEB Analysis of Future Related Form 8038-CP Returns, is a one-page Department of the Treasury, Internal Revenue Service sheet dated August 2015. It records a key case about an issuer of bonds and lists the related Form 8038-CP returns expected to be filed during the next three years.

The top of the sheet holds the key case information: the issuer's name, EIN and address, the name of the bond issue, the type of bond, the report number, the examiner assigned and the date closed. Below it, 60 numbered lines each take a period and an amount of credit.

A note at the bottom says Form 8038-CP returns filed by the issuer related to direct pay bond examination cases under Appeals jurisdiction will generally be processed for payment at the Ogden Campus. The sheet has no signature line and no filing address. You can fill out the PDF free in your browser on this page and download it without an account.

Top of page 1 of Form 14711-A: TEB Analysis of Future Related Form 8038-CP Returns, as printed by IRS

What's on Form 14711-A

Page numbering

The top of the sheet has Page and of boxes for numbering the pages.

Issuer and bond issue

Name of issuer of bonds, issuer EIN, address of issuer of bonds, name of bond issue, type of bond and IPD frequency.

Case details

Form number, MFT, period, report number, examiner assigned and date closed for the key case.

Expected returns table

Potential Related Form 8038-CP Returns Expected to be Filed During Next Three Years: lines 1 to 60, each with a period and an amount of credit.

Processing note

A printed note on where related Form 8038-CP returns are processed, how TEB handles them and when cases go to Appeals, citing IRM 4.82.6.7.2(2).

How to fill out Form 14711-A

  1. 1

    Enter the issuer and bond issue

    Fill in the name, EIN and address of the issuer of bonds, the name of the bond issue, the type of bond and the IPD frequency.

  2. 2

    Enter the key case details

    Fill in the form number, MFT and period, then the report number, the examiner assigned and the date closed.

  3. 3

    List the expected returns

    On lines 1 to 60, enter the period and the amount of credit for each related Form 8038-CP return expected to be filed during the next three years.

  4. 4

    Number the pages

    Use the Page and of boxes at the top when the case uses more than one sheet.

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Where it goes and what the note says

No filing address

The form prints no mailing address, deadline or signature line. It is a Department of the Treasury, Internal Revenue Service case sheet.

Where related returns are processed

The note says Form 8038-CP returns filed by the issuer related to direct pay bond examination cases under Appeals jurisdiction will generally be processed for payment at the Ogden Campus.

Examinations and expedited Appeal

The note says TEB will open examinations of these returns as received and offer an expedited Appeal if the same issues are present as in the key case under Appeals jurisdiction.

Reference

The note points to IRM 4.82.6.7.2(2). The IRS links no separate instructions for this form.

Related forms

Who fills out Form 14711-A?

  • IRS examination staff

    The sheet records the examiner assigned to the key case, the report number and the date the case closed.

  • The issuer of bonds

    The issuer is the subject of the sheet. Its name, EIN and address are entered, but the form has no signature or certification line for the issuer.

  • Appeals

    The note says cases in which the issuer elects an expedited Appeal will be forwarded to Appeals for association with the key case.

  • Not a Form 8038-CP return

    The note says Form 8038-CP returns are filed by the issuer. Form 14711-A only lists the ones expected over the next three years.

The form does not name its preparer in words. Its fields for the examiner assigned, the report number and the date closed belong to an IRS examination case, and its note describes what TEB does with the related returns.

Official sources and the blank

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Questions about Form 14711-A

Does a bond issuer file Form 14711-A?

The form has no signature line or filing address for the issuer. It records the examiner assigned and the report number of the key case, and its note describes what TEB does with the issuer's related Form 8038-CP returns.

What does Form 14711-A list?

Up to 60 potential related Form 8038-CP returns expected to be filed during the next three years, each with a period and an amount of credit.

Where are the related Form 8038-CP returns processed?

The form says returns related to direct pay bond examination cases under Appeals jurisdiction will generally be processed for payment at the Ogden Campus.

What is the expedited Appeal mentioned on the form?

The note says TEB will offer an expedited Appeal if the same issues are present as in the key case under Appeals jurisdiction, and cases in which the issuer elects one are forwarded to Appeals for association with the key case.

Which version of Form 14711-A is this?

The PDF is dated August 2015 and its footer reads Form 14711-A (8-2015).