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This form is used by registered ultimate vendors to claim refunds for sales of undyed diesel fuel and kerosene sold for farm purposes or governmental use. The claim must adhere to specific filing
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How to fill out schedule 2 form 8849

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How to fill out Schedule 2 (Form 8849)

01
Obtain Schedule 2 (Form 8849) from the IRS website or your tax professional.
02
Fill in your name, address, and taxpayer identification number at the top of the form.
03
Enter the total amount of refund you are claiming in the appropriate section.
04
List all the claims for refund in the designated columns, making sure to enter accurate details for each.
05
Calculate the total claims by adding up all the individual claim amounts.
06
Sign and date the form at the bottom.
07
Submit the completed Schedule 2 (Form 8849) along with your Form 8849.

Who needs Schedule 2 (Form 8849)?

01
Individuals or businesses that have sold certain products or services and are seeking a refund for overpaid excise taxes.
02
Taxpayers who have specific types of claims related to excise taxes regulated by the IRS.
03
Anyone who is filing for a refund due to adjustments or corrections in reported excise taxes.
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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.
**Filing deadline: **Generally, Form 8849 must be filed by the last day of the quarter following the quarter in which the tax liability arose. The quarters and their corresponding filing deadlines are as follows: Quarter 1 (January 1 - March 31): Deadline - April 30.
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.
Use Form 8849 to claim a refund of excise taxes. Attach Schedules 1, 2, 3, 5, and 8 to claim certain fuel related refunds such as Non-Taxable uses (or sales) of fuels.
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.
Schedule 1 is used to report types of income that aren't listed on the 1040, such as capital gains, alimony, unemployment payments, and gambling winnings. Schedule 1 also includes some common adjustments to income, like the student loan interest deduction and deductions for educator expenses.
For electronic filing of the form, ing to the Instructions for Form 8849, you can find information on e-file and its availability by visiting the IRS Electronic Filing Options for Individuals webpage.
If the automatic six-month extension is still not enough time for you to file, how many tax extensions can you file? You can request an additional extension of time to file taxes beyond the six-month period, but you cannot ask for multiple tax extensions.
How many amended returns can be filed electronically? (updated January 2, 2024) You can electronically file up to three amended returns per tax year. If you file a third amended return that is accepted, all subsequent attempts will be rejected.

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Schedule 2 (Form 8849) is a form used to claim a refund of excise taxes paid on certain fuels.
Taxpayers who have paid excise tax on fuels, including individuals or businesses that have used these fuels in specific ways, are required to file Schedule 2.
To fill out Schedule 2, you need to provide details about the fuel used, the amount of excise tax paid, and specific identifiers related to the tax refund you're claiming.
The purpose of Schedule 2 is to allow taxpayers to claim refunds for excise taxes paid on certain fuels that were either not used or for which the tax was not due.
Information required on Schedule 2 includes the type of fuel, the quantity used, the tax amount paid, and details about the claimant such as their name and identification number.
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