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This form is used to make a claim for refund for the nontaxable use of certain fuels, including gasoline, aviation gasoline, undyed diesel fuel, and alternative fuels. It provides details on the type
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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 your local IRS office.
02
Provide your name, address, and identifying number at the top of the form.
03
Fill out the 'Claimant's Information' section with the necessary details.
04
Identify the specific type of credit or refund you are claiming in Part I.
05
If applicable, complete Part II for other credits and adjustments.
06
Calculate your credit or refund amounts for each line based on your records.
07
Sign and date the form at the bottom, affirming the accuracy of the information provided.
08
Submit the completed Schedule 1 (Form 8849) along with your tax return or separately if required.

Who needs Schedule 1 (Form 8849)?

01
Businesses that are claiming a refund or credit for specific types of excise taxes.
02
Individuals who have made claims for overpayment of excise taxes.
03
Taxpayers who need to request a refund related to fuel taxes or other specified excise tax returns.
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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 supplement used by taxpayers to claim a refund for overpaid excise taxes on fuel.
Taxpayers who have overpaid federal excise taxes on fuel, including individuals and businesses that use fuel for non-highway purposes, are required to file Schedule 1 (Form 8849).
To fill out Schedule 1 (Form 8849), taxpayers need to provide their name, address, Employer Identification Number (EIN), and details regarding the excise taxes being claimed for refund, including the type of fuel and the amount.
The purpose of Schedule 1 (Form 8849) is to allow taxpayers to apply for a refund of excise taxes that were overpaid on fuel, ensuring they are reimbursed correctly for such payments.
The information that must be reported on Schedule 1 (Form 8849) includes taxpayer identification details, amounts of fuel purchased, the types and quantities of fuel, and the total excise tax amounts for which refunds are being requested.
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