E-File Your 8849 Form with the IRS

What is IRS Form 8849?

The IRS 8849 Tax form is used to file a claim for a refund of excises taxes, or can be used to claim certain fuel related refunds; including, but not limited to, non-taxable sales of fuels.

Who Needs to File Form 8849?

For those who have either sold their HVUT vehicle or traded in their vehicle for any reason, that individual has the option to file for a refund or credit using the 8849 IRS tax form. Those who didn’t reach the 5,000 mile driving minimum claimed on their 2290 for the current tax season also have the option to file for a credit/refund claim using this 8849 tax form.

Do not use Form 8849 to:

• Make adjustments to liability reported on Forms 720 filed for previous quarters. Instead, file a 720-X.
• To claim refunds you will take as a credit on Form 720, Schedule C; Form 730; Form 2290; or Form 4136.

What is the Deadline for the Form 8849?

Form 8849 Claims must be filed by the last day of the quarter following the earliest quarter included in the claim. For example; claims for the period January 1 to January 7 must be filed by June 30 of the same year.