Form Dr-26 - Application For Refund Page 12
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12Insurance Premium Tax
Follow the steps below to document your refund claim:
STEP 1
STEP 3
Provide a detailed explanation.
Locate your reason for requesting a refund from the
most commonly occurring reasons listed below.
Include as much of this information as possible:
Each category may contain a list of additional items needed
• Reason for the error or overpayment.
to document your claim. Provide as much of this information
• How the refund amount was computed.
as possible. We may contact you for additional information.
n The Department of Revenue deposited my check in
STEP 2
error.
Provide relevant documents.
• Providing items listed in Steps 1 and 2 is sufficient to
• Proof of payment (front and back of cancelled check or
document the refund claim.
electronic payment confirmation number).
n A duplicate payment was submitted for estimated tax,
• Copy of the applicable return.
filing fees, a bill payment or final return.
• Providing items listed in Steps 1 and 2 is sufficient to
document the refund claim.
Note: If a taxpayer has made an overpayment and has
not filed its initial or amended return (Form DR-908) for the
taxable year, the taxpayer must file a return and request the
refund of the overpayment on the return.
Other
A miscellaneous category for refunds that do not fit into any of the other categories provided
Follow the steps below to document your refund claim:
STEP 1
STEP 2
Provide a detailed explanation.
Provide relevant documents.
Include as much of this information as possible:
• Copy of invoice(s). Copy must be legible.
• Type of business transacted.
• Copy of contract(s).
• Parties to the transaction(s).
• Copy of purchase order(s).
• Description of the property purchased or sold.
STEP 3
• Relevant dates.
Provide proof of payment.
• The reason for the error or overpayment.
• How the refund amount was computed.
• Copy of the front and back of the cancelled check or the
electronic payment confirmation number.
Documentation Guide
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Parent category: Financial