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Form 1097-BTC

December 15th, 2011 No comments

One of the newest forms to the E-File Magic line-up, 1097-BTC was completely redesigned by the IRS for 2011.  You need to file a separate 1097-BTC for each tax credit distributed after January 1, 2010 here is the list of tax bond credits that are required for Form 1097-BTC:

  • Qualified forestry conservation bonds.
  • New clean renewable energy bonds.
  • Qualified energy conservation bonds.
  • Qualified zone academy bonds.
  • Qualified school construction bonds.
  • Clean renewable energy bonds.
  • Midwestern tax credit bonds.
  • Build America bonds (tax credit).

If you are unsure when you need to file the 1097-BTC you must file it with the IRS by February 28, 2012 or use E-File Magic and we will file it electronically, the deadline for electronic filing is April 2, 2012.

If you would like to check out the instructions to 1097-BTC, E-File Magic offers a PDF version on our website.

Download E-File Magic’s 1097-BTC Software! It’s easy to use!