Form 8849 (Schedule 2)

1. What is 8849 Form?

The fillable 8849 form allows you to claim the refund for overpaid tax liabilities. It is a form for the excise tax return for taxpayers who want to receive back extra money they’ve paid additionally while filling the tax return form. You can ask for certain refunds in case the vehicle you’ve mentioned was sold, stolen, destroyed.

2. What I need the 8849 form for?

Download 8849 form for the refund of excise tax;
This form is used for deposited extra money you want to receive back;
You may file the completed form back when the vehicle you mentioned in the tax declaration was stolen, sold, or destroyed;
If you overpaid the numbers mentioned in the 2290 Form;
This form can’t be used as an adjustment to the liability stated in the 720 form. In this case, you have to use the 720X form.

3. How to fill out the 8849 form?

This is a free of charge form. You can download its PDF version from our website. You may also file it online. Before you start, make sure you can state the:

• TIN;
• Item number;
• Period of claim;
• Number of gallons;
• Rate;
• The refund amount.

It is better to print the form and practice filing it beforehand. You may use it for the excise tax return for your business. File the following sections:

• The first block of the blank is about your name, address, EIN, SSN;
• Check which schedule you need the most. Put a tick on it. There are 8 of them, but you can pick only those you claim the refund;
• Sign.

4. Organizations that work with the 8849 form

• You need to send it to the IRS.