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This form is used by registered ultimate vendors to make claims for refunds on sales of undyed diesel fuel, undyed kerosene, gasoline, or aviation gasoline sold at tax-excluded prices. The claim is
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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 local IRS office.
02
Fill in your name and taxpayer identification number at the top of the form.
03
In Part I, enter the type of credit or refund you are claiming.
04
Fill out the appropriate lines with the required information for each claim, including the tax period and amounts.
05
If you are claiming multiple credits or refunds, complete additional lines as needed, ensuring all information is accurate.
06
Calculate the total refund amount and enter it in the designated space at the bottom of Part I.
07
Review all information for accuracy and completeness.
08
Sign and date the form before submission.
09
Submit the completed Schedule 2 (Form 8849) to the IRS according to their guidelines.

Who needs Schedule 2 (Form 8849)?

01
Any taxpayer who is claiming a refund or credit for certain types of excise taxes.
02
Businesses engaged in activities that involve fuel, communications, or air transportation taxes.
03
Taxpayers who have overpaid their excise taxes and wish to seek a refund.
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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 by taxpayers to claim a refund of excise taxes on specific fuels that are not used for taxable purposes.
Taxpayers who have paid excise taxes on certain fuels and believe they are eligible for a refund must file Schedule 2 (Form 8849).
To fill out Schedule 2 (Form 8849), taxpayers must provide their identification information, report the amount of excise tax paid, and specify the types of fuels for which they are claiming a refund.
The purpose of Schedule 2 (Form 8849) is to facilitate the process for taxpayers to reclaim excise taxes they have overpaid on certain fuels.
Information that must be reported on Schedule 2 (Form 8849) includes the taxpayer's name, address, taxpayer identification number, details of the fuel used, and the amounts of excise tax paid.
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