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This form is used by the ultimate purchaser of certain fuels to make a claim for refund for nontaxable use. Various types of fuels and their respective claims for refunds are documented, including
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How to fill out schedule 1 form 8849

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How to fill out Schedule 1 (Form 8849)

01
Obtain Schedule 1 (Form 8849) from the IRS website or tax office.
02
Write your name and taxpayer identification number at the top of the form.
03
Enter the total credits or refunds you are claiming in the appropriate column.
04
Provide details about the specific categories of taxes you are claiming refunds for in the corresponding sections.
05
Add any additional information or explanation required in the 'Explanation of Changes' section, if applicable.
06
Review the form for accuracy and completeness.
07
Sign and date the form before submission.
08
Mail the completed form to the address specified in the instructions.

Who needs Schedule 1 (Form 8849)?

01
Individuals and businesses that are claiming refunds of excise taxes that were overpaid or incorrectly assessed.
02
Taxpayers who are filing Form 8849 to report specific claims on various types of excise taxes.
03
Anyone who is required to file Form 8849 to receive a refund for fuel taxes, environmental taxes, or other listed excise taxes.
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People Also Ask about

You may file a refund claim for each of the first 3 quarters of your income tax year if the aggregate amount of refund claimed for these 3 quarters is at least $750. For the 4th quarter of your income tax year, you must claim the credit on Form 4136.
Yes, you can file an original Form 1040 series tax return electronically using any filing status.
E-file. If you e-file your return but choose not to report each transaction on a separate row on the electronic return, you must attach Form 8949 to Form 8453 (or the appropriate form in the Form 8453 series) and mail the forms to the IRS. (However, you can't attach a paper Form 8949 to Form 8453-FE.)
Schedule 1 (Form 8849), Nontaxable Use of Fuels An ultimate purchaser of gasoline, gasohol, aviation gasoline, diesel fuel, kerosene, aviation fuel (other than gasoline), and liquefied gas (LPG) uses Schedule 1 to make a claim for refund.
The general way to claim refunds of excise tax is done by Form 8849, which is reported on Form 2290. Taxpayers can follow the step-by-step process on Tax2efile's platform to e-file Form 8849, claiming refunds under various schedules.
Filing excise tax returns To report your excise tax liability, you must: Complete Form 720, Quarterly Federal Excise Tax Return. File Form 720 electronically for immediate acknowledgement of receipt and faster service with an IRS-approved software provider.
At this point, the only Excise forms available for electronic filing are Form 2290, Heavy Highway Vehicle Use Tax; Form 720, Quarterly Federal Excise Tax; and Form 8849, Claim for Refund of Excise Taxes (Schedules 1, 2, 3, 5, 6 and 8).
Schedule 2 (Form 8849) is typically filed by taxpayers who are eligible for specific fuel-related credits or refunds. The following entities are generally eligible to file Schedule 2: Registered ultimate vendors (retailers) of diesel fuel, kerosene, gasoline, aviation gasoline, or alternative fuels.

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Schedule 1 (Form 8849) is a form used by businesses and individuals to claim refunds for certain excise taxes paid on various products and services, allowing them to report and recover taxes paid on fuels, certain tire sales, and other specified items.
Entities or individuals who have paid excise taxes on fuel, tires, or certain other products and seek a refund are required to file Schedule 1 (Form 8849). This includes businesses that are engaged in activities subject to these excise taxes.
To fill out Schedule 1 (Form 8849), taxpayers must provide details about the excise taxes they paid, including the type of tax, the period for which the tax was paid, and any supporting documentation. The form requires accurate reporting of the amounts claimed for refund and appropriate calculations.
The purpose of Schedule 1 (Form 8849) is to allow taxpayers to request a refund for overpaid excise taxes, thereby ensuring that they can recover funds that they should not have had to pay in compliance with applicable tax laws.
Information that must be reported on Schedule 1 (Form 8849) includes the taxpayer's identification information, details of the taxes paid, the amounts being claimed for refunds, and any necessary documentation that supports the claim for the excise tax refund.
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