What is Form 8849?

The federal excise taxes are estimated and paid to the IRS and any one can qualify for a refund. A Federal tax refund is basically a refund from the IRS because you paid more in taxes than you owed for the year. Refund information for the most current tax year you filed will generally be available within 24 hours after IRS acknowledge receipt of your e-filed return. If you filed a paper return, please allow them up to 4 weeks before checking the status.

Filing a Claim for Refund, most excise taxpayers file a refund claim for the current year by filing Claim for Refund of Excise Tax Form 8849, and attaching the schedules associated with the claim. The claim must include a statement of the facts and issues as to why the taxpayer is entitled to a refund, if required you could attach more proof for the IRS to process your refund claim without any difficulties.

What are the Schedules?

There are many schedules that you would be choosing based on the type of claim you make and they are…

Schedule 1 (Form 8849), Nontaxable Use of Fuels

An ultimate purchaser of gasoline, gasohol, aviation gasoline, diesel fuel, kerosene, aviation fuel (other than gasoline), and liquefied gas (LPG) uses this schedule to make a claim for refund.

Schedule 2 (Form 8849), Sales by Registered Ultimate Vendors

A registered ultimate vendor of un-dyed diesel fuel, un-dyed kerosene, kerosene sold for use in aviation, gasoline, or aviation gasoline uses this schedule to make a claim for refund.

Schedule 3 (Form 8849), Certain Fuel Mixtures and the Alternative Fuel Credit

Use this to make any claims for sales or uses of biodiesel mixtures, renewable diesel mixtures, and alternative fuels. There are certain limitation on filings and period of claim, talk to us for latest info.

Schedule 5 (Form 8849), Section 4081(e) Claims

A person who has paid and reported a section 4081 tax to the government on taxable fuel uses this schedule to claim a refund of that tax if a prior section 4081 tax on that fuel has also been paid and reported to the government.

Schedule 6 (Form 8849), Other Claims

Use this schedule for claims not reportable on Schedules 1, 2, 3, 5, and 8, including refunds of excise taxes. Form 2290 claim on traded/destroyed/stolen vehicle claims, low mileage use claims and over payment of tax due can be made using this schedule.

Schedule 8 (Form 8849), Registered Credit Card Issuers

Registered credit card issuers use this schedule to make a claim for refund or payment of tax paid on certain sales of taxable fuel (diesel fuel, kerosene, and gasoline) to state and local governments and certain sales of gasoline to nonprofit educational organizations.

Electronic Filing for Excise Tax Refund Claims

Electronic filing is the fastest and easiest way to report your Federal Claims with the IRS. Accurate filing with lead towards faster processing of your refund claims, the advantage here is that you could zero down all possible human errors while preparing a claim and avoid delays in processing your claims.

Refunds for an electronically filed Form 8849, with Schedule 2 or 8, will be processed within 20 days of acceptance by the IRS. All other Form 8849 schedules like 1, 5 or 6, will be processed within 45 days of acceptance.

Schedule 3 (Form 8849) are now made one-time claims are to be processed within 60 days. The normal 20-day processing for electronically filed Schedule 3 claims does not apply.

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).

Purpose of Form 8849

  • Use Schedules 1, 2, 3, 5, and 8 to claim certain fuel related refunds such as nontaxable uses (or sales) of fuels.
  • 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;

Do not use Form 8849:

  • To make adjustments to liability reported on Forms 720 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.

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