How Does Form 8849 Effect My 2290 Form? File 8849 Now

Cool! Form 2290 tax season is started with Heavy Vehicle Use Tax (HVUT), everyone has a lot of confusion and questions in their mind. While e-filing your Form 2290 you will get the notification about Form 8849, but what is that? No idea about why 8849 is coming in 2290 Form filling, don’t worry today I’m going to explain about the 8849 confusion.

Form 8849 is used to Claim a Refund of Excise Taxes Form. Excise taxes are taxes paid on goods or purchases are made specific goods such as gasoline and often inserted in the price of the product. Attach Schedules 1,2,3,5 and 8 other than Schedule 6 to claim fuel related refunds like nontaxable uses of fuels. The claims that are not reportable under Schedules 1,2,3,5 and 8 can attach Schedule 6, including refunds for federal excise taxes reported on Form 2290 (Heavy Highway Vehicle Use Tax Return).

How Form 8849 Affects 2290 Online?

There are a number of reasons why a taxpayer must file Form 8849. The most common reasons to pick 8849 Form is when the vehicle is sold; stolen, destroyed; mileage has not exceeded the limit, overpaid, or mistakenly filed. In that case, the taxpayer can include Form 8849 requests on the same Form 2290 tax return. Then the credit will be applied towards the new vehicle thus saving them time and money.

It is not mandatory to file 8849 with IRS 2290 Form always. For instance, when your vehicle did not exceed 5,000 mileage limits which are the minimum requirement during the tax period. In that case, you are eligible to mail a credit refund.

Recently a new option was added which is Over Payment or mistakenly filed Form. This could be helpful when the taxpayer has filed a Form 2290 for a truck, then bought a new truck during the tax period. Here when the taxpayer mistakenly added the first truck, while filing IRS 2290 Form for the new truck. Here the IRS system will not find that there are duplicate Forms and the taxpayer will end up paying twice for one vehicle. In that scenario, the taxpayer can file an 8849 Form to request the money back.

Keep it remember! After the filing of the Heavy Vehicle Use Tax  (HVUT) 2290 Form only worth the IRS for the respective tax year then only you can able to file Form 8849 with IRS. If you are ready to file Form 8849, the name and address need to match with the IRS saved file.  You can call and know your information via IRS directly at 1-800-829-1040.  If you had filed the 2290 Form, you should have an EIN number. For filing excise tax returns you need an EIN number to complete your tax return with IRS. If you don’t have Employee Identification Number (EIN), apply EIN online and it will take 15 days to get an active e-filing system.

Other Information about Filing Form 8849

1.   The taxpayer can claim his/ her credit for the tax paid on the next Form 2290 which is filed in the same or next tax year.

2.   The taxpayer also can claim a refund of the tax paid on Form 8849, Schedule 6. The amount depends on the type of the claim whether the vehicle was sold, stolen, or destroyed.

3.   When the taxpayer had paid the tax already on a vehicle that was used less than 5,000 miles, then the taxpayer can claim a credit on the first Form 2290 which they file for the upcoming tax year. The claim or credit for this refund cannot be filed until the next tax year.

4.   In order to apply for a credit for the current tax year, fill line 5, follow the 2290 instructions, and file your return.

5.   In general, a claim should be filed within 3 years of filing the returns to which the claim relates. In another case, 2 years from when the tax is reported on that return was paid, whichever is later?

6.   If the taxpayer does not file a return within 2 years of the date, then the taxpayer overpays the tax actually.

For other instructions related to Form 8849, you can visit our customer support team at or call us at 703.229.0326, where your queries are answered on time.