Claim for Refund of Excise Taxes using Form 8849

Generally, you can claim for refund of your Excise Taxes using the Form 8849. If your vehicle was stolen, destroyed or for any vehicle on which the tax was paid on Form 2290 if the vehicle was used 5,000 miles or less on public highways (7,500 or less for agricultural vehicles) during the tax period.

Refund of Excise tax form 8849 using the appropriate schedules as below:

  • Schedule 1: Nontaxable 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 including the credit claim from Form 2290
  • Schedule 8: Registered Credit Card Issuers

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

IRS Form 8849 on ExpressExcise

If you want to claim a refund you need to provide all the information requested on Form 8849 so that the refund can be processed properly. With ExpressExcise, filing your Form 8849 is quick and easy. Just create an account or log in if you already have an account and choose the option Form 8849 and follow the steps. We can automatically generate a Form 8849 or even apply for a credit directly to any taxes due during the current tax period.