Form 8849 - Claim for Refund of Excise Taxes

Generally you can claim for Refund of Excise Taxes using the Form 8849 and 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. Form 8849 lists the schedules by number and title.

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

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.

ExpressTruckTax.com offers E-Filing of Form 8849 Schedule 6 and E-Filing option for other schedules are on the way. Using ExpressTruckTax.com, you can E-File Form 8849 for claiming refunds for taxes reported on Form 2290 and Form 720. ExpressTruckTax.com is a very smart application in that, when the credits on your Form 2290 exceeds the tax due, it will automatically generate Form 8849 with offset credits from Form 2290. We also offer bundle pricing so that you can E-File both Form 2290 and Form 8849 for one low price.

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