Form 8849 IRS - Claim your Excise Tax Refund
Form 8849 to claim for refund of excise taxes
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When would I need to file a form 8849?
Form 8849 Schedule 1 refers to refund claims regarding use of fuel. Form 8849 Schedule 2 is used for refunds by vendors, specifically ones that sell “undyed diesel fuel, undyed kerosene, kerosene sold for use in aviation, gasoline, or aviation gasoline”, according to the IRS. Schedule 5 tax form 8849 is for those who have paid a second tax, and form 8849 Schedule 6 is a catch-all for claims that do not fall under any of the previous categories. Schedule 8 is for those that are registered credit card issuers looking for refunds on taxes they paid for taxable fuels that were sold to local and state government or educational facilities.
Details required to claim refund through form 8849
- VIN (Vehicle Identification Number)
- Refund amount
- Reason for claim: stolen, sold, destroyed, overpaid, low mileage
- Supporting documents for proof
- Period of claim
Frequently asked questions around 8849
You must file Form 8849 within 3 years of filing your return, or 2 years from when the tax was paid.
It takes 45 days for the IRS to process your refund.
Eform2290 will notify you through email and SMS communicating the status of your 8849 tax form. You can also call our customer support team for queries and updates.
No. You cannot file multiple refunds for your vehicle in the same year.
IRS Form 8849 is crucial for claiming refunds on specific excise taxes, especially for heavy vehicles. It addresses overpayments, credits, or exemptions. Notably, it facilitates a pro rata refund for Form 2290 taxes when a vehicle is sold, destroyed, or stolen before June 1 (July 1 – June 30) and not used afterward. Another provision allows a refund for vehicles using 5,000 miles or less on public highways (7,500 or less for agricultural vehicles) during the period (July 1 – June 30). The mileage refund claim can be filed after June 30. Overall, Form 8849 is vital in various tax-related scenarios for securing refunds.
Schedule 6 of Form 8849 is utilized for a pro rata refund of the tax paid on Form 2290 for a vehicle that was sold, destroyed, or stolen before June 1 of any period (July 1 – June 30) and subsequently not used during the period.
This schedule is required to be completed by the person in whose name the vehicle is registered at the time it was sold, destroyed, or stolen. To make a claim for such a vehicle, specific information must be attached to Schedule 6, including the vehicle identification number (VIN), taxable gross weight category, details about whether the vehicle was sold, destroyed, or stolen, the date of the sale, destruction, or theft, computation of the refund amount, and, if applicable, the name and address of the purchaser of the vehicle if it was sold on or after July 1, 2015.
- To file your 8849 and claim a refund with the IRS, visit www.eform2290.com/form-8849
- Click on the "Claim a refund now" button and log in to your eForm2290 account.
- You will now see ‘Select Form Type’ window.
- Click on the "Start Filing" button in the 8849 section and follow the subsequent steps to complete your form.
Yes. You can file your Form 8849 electronically with eForm2290. Although the paper form method is available, it is advised to e-file with America’s Most Trusted HVUT e-filing platform-eForm2290, as the entire process is online and easy, making it super easy for you to file your
To make a claim for a vehicle that was sold, destroyed, or stolen, the following information must be attached to Schedule 6.
- The vehicle identification number (VIN).
- The taxable gross weight category.
- Whether the vehicle was sold, destroyed, or stolen.
- The date of the sale, destruction, or theft.
- Computation of the refund amount (see the Instructions for Form 2290, line 5, for reference).
- If the vehicle was sold on or after July 1, 2015, the name and address of the purchaser of the vehicle.
You may file Schedule 6 (Form 8849) within 3 years of filing your return or 2 years from when the tax was paid, whichever is later.
Incorrect or incomplete information: Ensure that you provide accurate and complete information on the form. Double-check your entries for errors or missing data, such as your name, address, employer identification number (EIN), and other required details.
No. There is no amendment in the Form 8849.
You can discover additional resources at the eForm2290 blog section for comprehensive insights into Form 8849 and Schedule 6. For personalized assistance, feel free to reach out to the expert customer support service executives at eForm2290. They are readily available to address your queries and provide guidance.