Claim for Refund of Excise Taxes

tax 8849

Form 8849:

IRS Tax Form 8849 – Claim for Refund of Excise Taxes

Tax Form 8849 and its schedules 1, 2, 3, 5, 6 and 8 are now available for electronic filing with the IRS. Use Form 8849 to claim a refund on excise taxes reported to the IRS. TaxExcise support e-filing for all the schedules in Form 8849 and it is simple and easy to complete a claim return.

What is Form 8849?

Form 8849 is used to claim a refund on excise taxes reported earlier to the IRS. Form 8849 has different Schedules 1, 2, 3, 5, 6 and 8.

Who can file Form 8849 electronically?

Any tax payer expecting a refund from IRS for excise taxes reported earlier to the IRS; need to choose the right Schedule and file it to the IRS

How long it takes for the IRS to process a Refund?

Usually when it is file manually [paper filed] it takes more than a month for the IRS to process and refund the money you claim. When it is electronically reported using TaxExcise.com, IRS takes minutes to process your return and instantly accepts your claim. Refund will be processed within 20 days of acceptance by the IRS.

Currently, Excise refunds are manually processed and distributed in the form of paper checks. IRS is working to make an electronic refund option available.

How to chose a right Schedule in form 8849?

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Use Schedules 1, 2, 3, 5, and 8 to claim certain fuel related refunds such as nontaxable uses (or sales) of fuels. Form 8849 lists the schedules by number and title.

  • Schedule 1 - Non Taxable Use of Fuels
  • Schedule 2 - Sales by Registered Ultimate Vendors
  • Schedule 3 - Certain Fuel Mixtures and the Alternative Fuel Credit
  • Schedule 5 - Section 4081(e) Claims
  • Schedule 6 - Other Claims
  • Schedule 8 - Registered Credit card Issuers

Use Schedule 6 for claims not reportable on Schedules 1, 2, 3, 5, and 8, including refunds of excise taxes reported on:

  • Form 720, Quarterly Federal Excise Tax Return;
  • Form 11-C, Occupational Tax and Registration Return for Wagering; and
  • Form 2290, Heavy Highway Vehicle Use Tax Return
  • Form 730, Monthly Tax Return for Wagers;

Filers only need to complete and attach the applicable schedules with Form 8849.Tax payers have to make sure that right Schedule is chosen and all the required documents were attached in support of the claim for the IRS to process a refund.

Can all Excise Tax forms be filed electronically?

No. At this point, the only Excise forms available for electronic filing are Form 2290, Heavy Highway Vehicle Use Tax; Form 720, Quarterly Federal Excise Tax; and Form 8849, Claim for Refund of Excise Taxes (Schedules 1, 2, 3, 5, 6 and 8).

When not to use Form 8849?

To make adjustments to liability reported on Forms720 filed for prior quarters. Instead, use Form 720X, Amended Quarterly Federal Excise Tax Return.

To claim amounts that you took or will take as a credit on Schedule C (Form 720), Form 730, Form 2290, or Form 4136.

Help Line to talk to a Tax Consultant or Analyst?

We are always happy to answer your queries, feel free to talk to our Tax Analyst at our Help Desk number 1-866-245-3918 or write to us at support@taxexcise.com

You may also call the business and specialty tax line at 1-800-829-4933 with your excise tax questions.

  • Pub. 510, Excise Taxes, have more information on nontaxable uses, and the definitions of terms such as ultimate vendor and blocked pump. Pub. 510 also contain information on fuel tax credits and refunds.
  • Pub. 225, Farmer’s Tax Guide, also include information on credits and refunds for the federal excise tax on fuels applicable to farmers.

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