Form 8849 - Claim For Refund Of Excise Taxes Page 3
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Form 8849 (Rev. 8-2014)
Specific Instructions
Type of Use Table
The following table lists the nontaxable uses of fuels. You
Name and Address
must enter the number from the table in the Type of Use
Print the information in the spaces provided. Begin
column as required on Schedules 1 and 2.
printing in the first box on the left. Leave a blank box
No.
Type of Use
between each name and word. If there are not enough
1
On a farm for farming purposes
boxes, print as many letters as there are boxes. Use
2
Off-highway business use (for business use other than in
hyphens for compound names; use one box for each
a highway vehicle registered or required to be registered
hyphen.
for highway use) (other than use in mobile machinery)
P.O. box. If your post office does not deliver mail to your
3
Export
street address and you have a P.O. box, show your box
4
In a boat engaged in commercial fishing
number instead of your street address.
5
In certain intercity and local buses
Foreign address. Follow the country’s practice for
6
In a qualified local bus
entering the postal code.
7
In a bus transporting students and employees of
EIN and SSN
schools (school buses)
Enter your EIN in the boxes provided. If you are not
8
For diesel fuel and kerosene (other than kerosene used
required to have an EIN, enter your SSN. An incorrect or
in aviation) used other than as a fuel in the propulsion
missing number will delay processing your claim.
engine of a train or diesel-powered highway vehicle
(but not off-highway business use)
Month Income Tax Year Ends
9
In foreign trade
Enter the month your income tax year ends. For
10
Certain helicopter and fixed-wing aircraft uses
example, if your income tax year ends in December,
enter “12” in the boxes. If your year ends in March, enter
11
Exclusive use by a qualified blood collector
“03.”
organization
12
Signature
In a highway vehicle owned by the United States that
is not used on a highway
Form 8849 must be signed by a person with authority to
13
Exclusive use by a nonprofit educational
sign this form for the claimant.
organization
Note. Your refund will be delayed or Form 8849 will be
14
Exclusive use by a state, political subdivision of a
returned to you if you do not follow the required
state, or the District of Columbia
procedures or do not provide all the required information.
See the instructions for each schedule.
15
In an aircraft or vehicle owned by an aircraft
museum
Complete each schedule and attach all information
requested for each claim you make, generally including
16
In military aircraft
the following:
Types of Use 13 and 14. Generally, claims for sales of
• EIN (or SSN) on each attached schedule,
diesel fuel, kerosene, kerosene for use in aviation,
gasoline, or aviation gasoline for the exclusive use of a
• Period of the claim,
state or local government (and nonprofit educational
• Item number (when requested) from the Type of Use
organization for gasoline or aviation gasoline) must be
Table below,
made following the order below.
• Rate (as needed; see the separate schedule
1. By the registered credit card issuer if the state or
instructions),
local government (or nonprofit educational organization if
applicable) used a credit card and the credit card issuer
• Number of gallons, and
meets the requirements discussed in the Schedule 8
• Amount of refund.
(Form 8849) instructions.
If you need more space for any line on a schedule (for
2. By the registered ultimate vendor if the ultimate
example, you have more than one type of use) prepare a
purchaser did not use a credit card and the ultimate
separate sheet with the same information. Include your
vendor meets the requirements discussed in the
name and EIN (or SSN) on each sheet you attach.
Schedule 2 (Form 8849) instructions.
3. By the ultimate purchaser if the ultimate purchaser
used a credit card and neither the registered credit card
issuer nor the registered ultimate vendor is eligible to
make the claim.
For additional requirements, see Pub. 510.
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