Frequently Asked Questions - Form 8849, Claim For Refund of Excise Taxes
What is Form 8849 for?
Form 8849 is for the claim for refund of excise taxes.
Can Form 8849 be used to make adjustments to liability or to claim any amounts that were or will be claimed on other forms?
Do not use Form 8849 to make adjustments to liability reported on Forms 720 for prior quarters or to claim any amounts that were or will be claimed on Schedule C (Form 720)-Claims, Form 4136- Credit for Federal Tax Paid on Fuels, Form 2290- Heavy Highway Vehicle Use Tax Return, or Form 730- Monthly Tax return for Wagers.
What is the purpose of the form 8849?
Schedules 1,2,3,5 and 8 are used to claim certain fuel related refunds such as nontaxable use or sales of fuels. Schedule 6 is used to make claims on taxes reported on Form 720- Quarterly Federal Excise Tax Return, Form 730- Monthly Tax Return for Wagers, Form 2290- Heavy Highway vehicle Use tax return and Form 11-C- occupational Tax and registration return for Wagering
Can a refund claim for the communications excise tax be made on Form 8849?
A refund claim for the communications excise tax on nontaxable service billed after February 28, 2003, and before August 1, 2006, cannot be made on Form 8849.
What is Taxpayer Identification Number (TIN)?
Taxpayer Identification Number (TIN) can be either your employer Identification Number (EIN) or Social Security Number (SSN).
Where to file schedule 1 and 6?
For Schedules 1 and 6, mail Form 8849 to: Internal Revenue Service Cincinnati, OH 45999-0002.
Where to file schedule 2, 3, 5 and 8?
For Schedules 2, 3, 5, and 8, mail Form 8849 to:Internal Revenue ServiceP.O. Box 312Covington, KY 41012-0312
What are the information required to complete the schedules?
Enter your name and TIN on each schedule you attach. Generally, for each claim, you must enter the:
- Period of the claim.
- Item number
- Rate
- Number of gallons
- Amount of refund
What is an annual claim?
If a claim was not made for any gallons during the income tax year on Form 8849, an annual claim may be made. Generally, an annual claim is made on Form 4136.
What are the requirements for an annual claim?
An annual claim is made on Form 4136 for the income tax year during which the fuel was:
- Used by the ultimate purchaser;
- Sold by the registered ultimate vendor;
- Purchased with a credit card issued by a registered credit card issuer (except for gasoline and aviation gasoline);
- Used to produce alcohol fuel mixtures, biodiesel or renewable diesel mixtures, and alternative fuel mixtures; or
- Used in mobile machinery.
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