What is Form 8849?
Form 8849 is used to claim a refund of excise taxes. If you paid additional 2290 tax to the IRS while filing a tax return, you can file the IRS Form 8849 to get a refund. You need to ensure that you choose the right schedule when filing claims for the excise tax refund.
TABLE OF CONTENTS1. Form 88492. Schedule 6 (Form 8849)3. Form 2290 CRN 3654. When should you Claim Refund of HVUT Tax?5. Document Required For Filing 88496. Methods to Claim Refund9. FAQs
What is Schedule 6 (Form 8849)?
The IRS Form 8849 (Schedule 6) helps you claim tax refund for vehicles that were sold, destroyed, or stolen. You can also use Schedule 6 to claim credit for low mileage vehicles.
Who should fill out IRS Schedule 6 (Form 8849)?
You must use Schedule 6 (Form 8849) if:
- You overpaid your tax due to a mistake in tax liability previously reported on IRS Form 2290
- You own a vehicle that is sold, stolen or destroyed after filing the Form 2290 during the HVUT period
- You own a vehicle that traveled 5,000 miles or less on public highways during the HVUT period
- You own an agricultural vehicle that traveled 7,500 miles or less during the HVUT period
When do you file Form 8849 Schedule 6?
You can file Schedule 6 (Form 8849) within 3 years of filing your return to which the claim relates, or 2 years from when the tax reported on the return was paid, whichever is later.
Here are a few more schedules that can help you understand section 8849 better:
- Form 8849 Schedule 1 Nontaxable Use of Fuels
- Form 8849 Schedule 2 Sales by Registered Ultimate Vendors
- Form 8849 Schedule 3 Certain Fuel Mixtures and the Alternative Fuel Credit
- Form 8849 Schedule 5 Section 4081(e) Claims
- Form 8849 Schedule 8 Registered Credit Card Issuers
Please note that these links get updated every year & will redirect you to the latest version while you are accessing the respective document
Documents required to Claim a Refund of Tax Paid on Heavy Vehicles
Below are all the details that are required to file your IRS Schedule 6 Form 8849:
How to Claim Refund of your HVUT Credits?
There are two ways to file your IRS Schedule 6 and claim HVUT credits:
- You can e-file your Schedule 6 (Form 8849) through a trusted, IRS-approved e-filing provider like eForm2290
- You can manually mail your Schedule 6 (Form 8849) to the IRS
Instructions for filing online
You can easily file your Schedule 6 (Form 8849) on eForm2290 by following the below steps:
- Log in
Log in to your eForm2290 account using your email address and password.
- Choose e-File 8849
Click on the second box that says ‘start an e-file 8849’.
- Business selection
Select the business information that you want to file Schedule 6 (Form 8849) for. If you want to file for a new business, click on the ‘add new business’ button and fill in the details of your business. Click on the ‘Start e-filing’ button.
- Select the month
Choose the ending month of your tax year and click ‘Next’.
- Specify the loss event
Select the reason why you are filing Schedule 6 (Form 8849). Upon selection of your loss event, you will be prompted to enter additional details based on the selection. Once you enter the necessary information, click on ‘Next’.
- Review and pay service fee
Review all the information that you’ve entered and make the payment by entering your credit card details. Before clicking the submit button, tick mark the ‘I consent to IRS Disclosure’ box.
- Filing confirmation
Once you’ve submitted your filing details, we will send you updates about the return via your registered email.
Instructions for paper filing
If you are manually filing your Schedule 6 (Form 8849), you can follow the below instructions:
- Get the form
Procure Schedule 6 (Form 8849) from your nearest IRS office. You can also download the form from the IRS
- Fill in personal details
Specify the following details:
- Name of claimant
- Employer identification number (EIN)
- City and state or province
- ZIP code
- Month claimant’s income tax year ends
- Daytime telephone number (optional)
- Specify the schedule
On the ‘schedule attached’ section, tick mark the ‘Schedule 6’ box
Write down your signature and your title.
- Specify the nature of claims
On the ‘Other claims’ section, fill in the following details:
- Name as shown on Form 8849
- Total refund
- Earliest and latest dates of the events in MMDDYYYY format
- Details of tax (Overpayment of tax Form 2290) / Sold, destroyed or stolen vehicle / Low mileage vehicles), Amount of refund, and CRN (HVUT CRN is 365)
- Explain the reason for the tax claim
Depending on the type of claim, you need to enter the necessary details along with an explanation for the refund request. If you are claiming for a sold vehicle, you need to attach a receipt of sale
- Mail the claim form
After completing the form, carefully review all the details that you’ve entered. If you attach additional sheets, write your name and EIN on each sheet. Once reviewed, mail the form to the below address:
Department of the Treasury
Internal Revenue Service
Cincinnati, OH 45999-0002
Once you’ve filed your form, you can track the status of your refund by calling the automated IRS refund hotline at 800-829-1954.
Frequently Asked Question around 2290 Refund Claim
Q. How long will it take for you to receive your refund?
A.You can start checking on the status of your refund within 24 hours after e-filing your return. For manual filers, it takes 4 to 6 weeks for the IRS to process your refund.
Q. How will you receive your refund?
A.You will receive an IRS refund check on your registered address once your refund has been processed. Tax refunds are not distributed online but the IRS is working on an electronic refund option as well.
Q. How to find the status of your refund?
A. If you filed your Schedule 6 (Form 8849) through a trusted e-filing provider like eform2290, you will receive notifications regarding the status of your form. You can also call the IRS at 800-829-1954 to check on the status of your refund.
Q. Is it possible to file multiple refunds in the same year?
A. No. it is not possible to file multiple refunds for your vehicle in the same year.
Q. Is there a service charge for filing Schedule 6 (Form 8849)?
A. When you e-file your Schedule 6 (Form 8849) with eForm2290, we will charge a service fee that you will need to pay during the submission of your Schedule 6 (Form 8849).
Q. Who should you talk to for help regarding Schedule 6 (Form 8849) filing?
A. If you are a registered eForm2290.com customer, you can reach out to our 24/7 customer support team by dialling (866) 881-6767 should you have any questions or concerns about the filing process
Filing your Schedule 6 (Form 8849) is easy and fast when you choose eForm2290.com as your service provider. We not only help you save time but also bring down human errors to a great degree, thanks to our user-friendly interface and round the clock customer support. File with eForm2290 today and take the stress out of tax filings and returns.