Form 8849 - Schedule 1

Form 8849 Schedule 1, is for an ultimate purchaser of certain fuels Schedule 1 is used to make a claim for a refund however, the fuel must have been used in a non-taxable use. If a claim was not made for any gallons during the income tax year on Form 8849, an annual claim may be made.

The following requirements must be met:

  • The amount claimed on Schedule 1 must be at least $750.

    - Claiming fuel used during any quarter of a claimant’s income tax year, or

    - Aggregating amounts from any quarters of the claimant’s income tax year for which no other claim has been made.

  • The claim must be filed during the first quarter following the last quarter included in the claim.

    For example, a claim for the quarters consisting of July through September and October through December must be filed between January 1 and March 31.

  • Only one claim may be filed for a quarter.

Note: If requirements 1–3 above are not met, see Annual Claims under Additional Information for Schedules 1, 2, and 3 in the Form 8849 instructions.

What do you need to e-file Form 8849 Schedule 1?

  • Claimant details (Name, EIN/SSN)
  • Details of the Refund amount and the period of the claim
  • Review and submit to IRS
  • Gasoline and Fuel details based on Type of Use

Get Started by Registering with Tax2efile Today!

Register
Feedback
Tax App

Get the Tax2efile App

Available on iPhone, iPad, and Android Devices

  • Google Play
  • App Store