Category: Form 8849

What is Form 8849, and When Should Truckers Use It?

Posted on January 31, 2025 by - Form 8849

Form 8849 being held for excise tax refund information

The trucking industry plays a crucial role in keeping the U.S. economy moving, but with that responsibility comes various tax obligations. One of the most important taxes that owner-operators and fleet managers must pay is the Heavy Vehicle Use Tax (HVUT), which is filed using IRS Form 2290. However, not all truckers need to pay the full HVUT amount every year—certain circumstances may allow them to claim a refund or tax credit for the taxes already paid. That’s where IRS Form 8849 comes in.

Form 8849, Schedule 6, is used by truckers to request refunds or credits for excise taxes, including HVUT. Whether a truck was sold, stolen, destroyed, or driven below the mileage threshold, truckers can use this form to reclaim overpaid taxes. Additionally, if a trucker accidentally overpaid HVUT or filed with an incorrect VIN, Form 8849 allows them to correct their tax situation.

Understanding when and how to file Form 8849 is essential for truckers who want to avoid losing money due to overpaid taxes. Since tax paperwork can be time-consuming and complex, many truckers prefer to file electronically to ensure accuracy and fast processing. This article will explain what Form 8849 is, when truckers should use it, and how to file it correctly to maximize tax refunds.

What is IRS Form 8849?

The IRS Form 8849, Claim for Refund of Excise Taxes, is a tax document used by businesses and individuals to request refunds of excise taxes that were previously paid to the IRS. Since truckers and trucking businesses pay Heavy Vehicle Use Tax annually through Form 2290, they may need to file Form 8849 when they overpay HVUT or when circumstances allow them to claim a refund.

This form is a vital tool for truckers looking to recover unnecessary or excess tax payments without needing to apply the credit to future tax filings. Instead, Form 8849 allows truckers to receive a direct refund from the IRS.

Why is Form 8849 Important for Truckers?

Truckers and fleet owners file Form 2290 each year to pay HVUT on their taxable heavy vehicles (those weighing 55,000 pounds or more). However, not all trucks remain taxable throughout the tax period (July 1 – June 30). Some trucks may be sold, destroyed, stolen, or driven below the mileage threshold, making them eligible for an HVUT refund. Instead of waiting for future tax credits, truckers can file Form 8849 to get their money back faster.

When Should Truckers Use Form 8849?

Truckers who have already paid the Heavy Vehicle Use Tax (HVUT) through Form 2290 but later find that they overpaid, filed incorrectly, or no longer need to pay HVUT for a specific vehicle can use IRS Form 8849, Schedule 6, to claim a refund. Since HVUT is an annual tax that covers the July 1 – June 30 tax period, truckers should file as soon as they become eligible for a refund to avoid unnecessary delays.

There are four main reasons why a trucker might need to file Form 8849 for an HVUT refund:

1. Vehicle Sold, Destroyed, or Stolen

If a truck is sold, totaled in an accident, or stolen before the tax year ends, the owner is no longer required to pay HVUT for that vehicle for the remaining months of the tax period. Instead of waiting to apply the credit to next year’s return, truckers can use Form 8849 to get an immediate refund for the unused portion of their HVUT.

How the IRS Calculates Refunds for Sold, Destroyed, or Stolen Vehicles

  • The IRS issues prorated refunds based on the number of months left in the tax period after the vehicle is sold, stolen, or destroyed.
  • The HVUT tax period runs from July 1 to June 30, and taxes are paid for the full year in advance.
  • If the vehicle is removed from service in October, for example, the trucker may qualify for a refund for the remaining eight months (November–June).
Table of refund percentages for HVUT based on vehicle removal month

Refund Table for Sold, Stolen, or Destroyed Vehicles:

Example:

  • A trucker pays $550 in HVUT for a vehicle on July 1.
  • The truck is sold in October (after 4 months of use).
  • The trucker can file Form 8849 for a refund on the remaining 8 months’ worth of HVUT.
  • The IRS will calculate the refund based on the prorated tax amount.

To claim this refund, truckers must provide documentation proving the sale, destruction, or theft of the vehicle, such as a bill of sale, police report, or insurance claim document.

Supporting Documentation:

To guarantee correct processing of Form 8849, here are examples of documents you should have available:

  • Sold Vehicle: Bill of sale or transfer document
  • Destroyed Vehicle: Insurance claim or mechanic’s report
  • Stolen Vehicle: Police report

2. Low Mileage (Suspended Vehicle Credit)

Not all heavy vehicles are subject to full HVUT. If a truck is expected to travel less than 5,000 miles (or 7,500 miles for agricultural vehicles) during the tax period, it is considered a “suspended vehicle“ and does not owe HVUT.

How the Mileage Exemption Works

  • When filing Form 2290, truckers still list all heavy vehicles, including low-mileage vehicles, but they classify them as suspended vehicles.
  • If a trucker mistakenly pays HVUT on a vehicle that remains under the mileage threshold, they can use Form 8849 to request a refund for the overpaid amount.

Example:

  • A trucker pays HVUT in July for a truck but later realizes that the vehicle only logged 4,500 miles during the tax year.
  • Since the vehicle stayed below the 5,000-mile threshold, the trucker can file Form 8849 to claim a refund for the full HVUT amount.

To qualify for this refund, truckers must keep accurate mileage logs as proof that the vehicle did not exceed the mileage limit. These should be prepared and submitted when Form 8849 is filed.

3. Overpayment of HVUT

If a trucker accidentally overpays HVUT while filing Form 2290, they don’t need to wait until next year to use the excess as a credit. Instead, they can file Form 8849 to get a direct refund from the IRS.

Common Causes of HVUT Overpayment

  • Duplicate payment: A trucker accidentally submits multiple HVUT payments for the same vehicle.
  • Incorrect weight category: If a trucker reports a heavier vehicle weight category than necessary, they may overpay their HVUT.
  • Filing errors: Clerical mistakes, such as entering the wrong tax amount, can lead to overpayments.

Example:

  • A trucker owns a vehicle that weighs 55,000 pounds but mistakenly files Form 2290 under the 80,000-pound weight category, paying a higher tax rate.
  • The trucker can file Form 8849 to get a refund on the excess tax amount paid.

Truckers should review their Form 2290 carefully before submitting to avoid overpayments, but if mistakes happen, Form 8849 provides a solution.

4. Incorrect VIN on Form 2290

The Vehicle Identification Number (VIN) is a crucial detail on Form 2290, as it identifies the truck subject to HVUT. If a trucker accidentally enters the wrong VIN when filing Form 2290 and pays HVUT under the incorrect number, they will need to correct the error and may be eligible for a refund on the mistaken payment.

How to Fix a VIN Error and Claim a Refund

  1. File a VIN Correction (Form 2290 Amendment)
    • If a trucker realizes they made a small typo in the VIN on Form 2290, they can file a free VIN correction through ExpressTruckTax to fix it.
    • A VIN correction does not require a refund request if the same truck is still being taxed.
  2. Request a Refund if HVUT was Paid on the Wrong VIN
    • If HVUT was paid on the wrong VIN entirely (i.e., a different truck), the trucker must file Form 8849 to get a refund and then refile Form 2290 with the correct VIN.

Example:

  • A trucker owns a truck with VIN 1HGBH41JXMN109186 but accidentally enters 1HGBH41JXMN109189 when filing Form 2290.
  • Since the IRS does not allow direct edits to a VIN on a paid Form 2290, the trucker must:
    1. File Form 8849 to claim a refund for the incorrect VIN’s HVUT payment.
    2. Refile Form 2290 under the correct VIN and pay the correct HVUT amount.

This ensures that the trucker’s HVUT payment is correctly applied to the right vehicle, avoiding issues with the IRS and state DMVs when registering the truck.

Why Truckers Should File Form 8849 Electronically

Filing Form 8849 for an HVUT refund is a great way for truckers to recover money from overpaid taxes, but IRS refund processing can take 4-6 weeks or longer if errors occur.

To speed up the process and ensure accuracy, truckers can use ExpressTruckTax, which offers:

  • Automatic Form 8849 generation when applicable (saves time)
  • Instant error checks to prevent IRS rejections
  • Fast electronic filing for quicker refunds
  • Bilingual US-based customer support for assistance

By filing Form 8849 electronically, truckers can avoid delays, reduce paperwork, and get their HVUT refunds processed faster. If you believe you qualify for a refund, don’t leave money on the table—file Form 8849 today!

FAQ’s

1. What is IRS Form 8849, and why do truckers need it?

Form 8849, Schedule 6, is used by truckers to claim refunds on excise taxes, including overpaid HVUT. If a truck was sold, stolen, destroyed, or driven below the mileage threshold, truckers can file this form to recover tax payments instead of waiting for a credit on next year’s Form 2290 filing.

2. When should I file Form 8849 for an HVUT refund?

You should file Form 8849 as soon as you become eligible for a refund, such as:

  • If a truck was sold, stolen, or destroyed before the end of the tax year.
  • If you overpaid HVUT due to a clerical error or duplicate payment.
  • If a truck qualifies as a low-mileage (suspended) vehicle but HVUT was still paid.
  • If you filed Form 2290 with the wrong VIN and need to correct it.

Filing sooner helps avoid delays in IRS processing and ensures you receive your refund faster.

3. How long does it take to get an HVUT refund from the IRS?

IRS processing times for Form 8849 refunds typically take 4 to 6 weeks. However, errors in filing or missing documentation can cause delays.

To speed up processing, truckers can e-file Form 8849 using ExpressTruckTax, which:

  • Prevents common mistakes with instant error checks
  • Ensures faster processing through electronic filing
  • Provides status updates on your refund request

4. What documents do I need to submit with Form 8849?

The IRS requires proof of eligibility for an HVUT refund. Depending on the reason for your refund request, you may need to provide:

For Sold Vehicles: Bill of sale or transfer document
For Stolen Vehicles: Police report
For Destroyed Vehicles: Insurance claim or mechanic’s report
For Low Mileage (Suspended Vehicle) Credit: Mileage logs
For VIN Errors: Proof of incorrect VIN filing and corrected Form 2290

Keeping accurate records ensures faster refund approval.

5. How does the IRS calculate HVUT refunds for sold, stolen, or destroyed vehicles?

The IRS provides prorated refunds based on how many months remain in the tax period after the vehicle was removed from service.

Refund Calculation Example:

A trucker pays $550 in HVUT on July 1 but sells the truck in October (after 4 months of use). The trucker can claim a refund for the remaining 8 months (November – June).

6. Can I get a refund if I mistakenly overpaid HVUT?

Yes! If you accidentally overpaid HVUT when filing Form 2290, you can use Form 8849 to request a refund instead of waiting for a credit on next year’s tax return.

Common reasons for HVUT overpayment:

  • Duplicate payment (filed Form 2290 twice)
  • Wrong weight category (reported a heavier vehicle than necessary)
  • Clerical errors (incorrect tax amount entered)

If you realized an overpayment, file Form 8849 electronically for faster processing.

7. What should I do if I entered the wrong VIN on Form 2290?

If you mistakenly entered an incorrect VIN when filing Form 2290, you have two options:

  • Minor VIN Error: File a VIN correction (free through ExpressTruckTax). No refund is needed if the correct vehicle was taxed.
  • Paid HVUT for the Wrong VIN: File Form 8849 to request a refund and refile Form 2290 with the correct VIN.

It’s essential to correct VIN errors quickly to avoid delays in receiving your stamped Schedule 1.

8. Why should truckers file Form 8849 electronically instead of mailing it?

Filing Form 8849 by mail can lead to longer wait times and a higher chance of IRS rejections due to errors.

Benefits of E-Filing Form 8849 with ExpressTruckTax:

  • Instant error checks prevent rejections
  • Faster IRS processing = quicker refunds
  • Easier form completion with auto-populated data
  • 24/7 access to your stamped Schedule 1 and refund status

Don’t wait for paper processing—e-file today and get your money back faster!

9. Where can I check my Form 8849 refund status?

Since Form 8849 refunds are processed directly by the IRS, truckers can check their refund status by:

  • Calling the IRS Excise Tax Help Desk at (866) 699-4096
  • Checking their IRS account online for refund updates

If you file electronically through ExpressTruckTax, you will receive real-time updates on your Form 8849 filing and refund status.

10. How do I file Form 8849 for an HVUT refund today?

Filing Form 8849 is quick and easy with ExpressTruckTax:

  • Step 1: Sign in to your ExpressTruckTax account.
  • Step 2: Select Form 8849 – Schedule 6 and enter refund details.
  • Step 3: Submit electronically and get IRS confirmation.

File now to get your refund faster! Start Filing Form 8849 Now.

Form 8849: Your Comprehensive Guide to Reclaiming Overpaid HVUT

Posted on December 13, 2024 by - Form 8849

IRS Form 8849 for claim of refund of excise taxes with pen and notebook

For trucking professionals, understanding the Heavy Vehicle Use Tax (HVUT) is essential for maintaining compliance and managing operational finances efficiently. HVUT funds are critical for maintaining U.S. highways, ensuring safer and smoother transportation routes. However, circumstances like vehicle sales, destruction, or reduced mileage can result in HVUT overpayments—funds that truckers are entitled to recover.

This is where IRS Form 8849 comes into play. Designed to handle excise tax refunds, Form 8849 helps truckers reclaim overpaid HVUT quickly and efficiently. This guide will walk you through everything you need to know to manage overpayments effectively.

When Does HVUT Overpayment Occur?

Overpayments of the Heavy Vehicle Use Tax (HVUT) are more common than many trucking professionals realize. Situations such as changes in vehicle status, reporting errors, or miscalculations can lead to paying more than what is actually owed. It’s essential to identify these overpayments early and address them promptly to reclaim funds efficiently. Here are the most common scenarios that result in HVUT overpayment:

1. Vehicle Sale or Destruction

If a vehicle is sold, destroyed, or retired during the tax year, the HVUT liability decreases because the tax applies only to the months the vehicle was in operation. In such cases, truckers can file for a prorated refund covering the unused portion of the tax period.

  • What Happens:
    • If a heavy vehicle is sold to another owner, taken off the road permanently, or destroyed due to an accident or mechanical failure, the annual HVUT no longer applies for the months the vehicle is not in use.
    • Prorated refunds allow truckers to reclaim taxes paid for these unused months.
  • Example:
    • If a trucker pays the annual HVUT but sells the vehicle six months into the tax period, they are eligible to claim a refund for the remaining six months. For instance, if the full annual HVUT liability was $550, they could recover approximately $275, reflecting the unused portion.
  • Common Situations:
    • Fleet Downsizing: Operators reducing the size of their fleets by selling or retiring older vehicles mid-tax year.
    • Accidents or Irreparable Damage: Vehicles destroyed or totaled, rendering them unusable.
    • Upgrades or Replacements: Selling older trucks to replace them with newer vehicles.

Proper documentation, such as bills of sale, accident reports, or destruction certificates, is crucial to substantiate the claim for a prorated refund.

2. Reduced Mileage Use

HVUT applies only to vehicles driven over 5,000 miles (or 7,500 miles for agricultural vehicles) during the tax year. Vehicles that do not exceed these mileage thresholds are considered exempt. If HVUT was paid initially based on expected usage but later determined to be below the threshold, truckers can file for a refund of the overpaid taxes.

  • What Happens:
    • Truckers may initially pay HVUT, anticipating regular usage. However, if the vehicle is driven fewer than 5,000 miles, it qualifies as a “suspended vehicle,” exempt from HVUT for that tax year.
  • Examples of Reduced Mileage Scenarios:
    • Seasonal Use: Agricultural trucks or other vehicles used only during specific seasons.
    • Downtime: Extended repairs, maintenance, or unexpected downtime reducing vehicle mileage for the year.
    • Temporary Fleet Changes: Trucks taken off routes due to shifts in workload or driver availability.
  • Importance of Accurate Mileage Records:
    Maintaining detailed mileage logs is critical for claiming this refund. Mileage should be accurately tracked using odometer readings or Electronic Logging Devices (ELDs) and submitted as proof of reduced usage.

3. Filing Errors

Mistakes made during the initial HVUT filing process can easily result in overpayment. These errors can include:

  • Incorrect Vehicle Identification Numbers (VINs):
    • A simple typo in the VIN can cause duplicate filings, leading to double tax payments.
  • Overreported Vehicle Weight:
    • HVUT rates are determined by a vehicle’s taxable gross weight. Misclassifying a truck into a higher weight category can result in paying more than what’s owed.
    • Example: A vehicle with a taxable weight of 56,000 pounds being incorrectly reported as 80,000 pounds would lead to a significant overpayment.
  • Duplicate Filings:
    • Filing and paying HVUT multiple times for the same vehicle due to oversight or administrative errors.
  • Solution for Filing Errors:
    • Filing corrections promptly allows truckers to reclaim overpaid amounts. Keeping copies of the original filing and proof of payment helps expedite the correction process.

4. Mid-Tax Year Vehicle Status Changes

Changes to a vehicle’s operational status mid-tax year can also lead to overpayments. For example:

  • Temporary Retirement: A vehicle may be pulled from operations for part of the tax year due to planned downtime or reassignment.
  • Ownership Transfers: When vehicles are transferred to another operator or fleet during the tax year, the new owner assumes HVUT liability for the remaining months. If the original owner paid for the full year, they are entitled to a prorated refund.

In each of these cases, truckers should monitor their fleet closely, keeping track of changes to vehicle status and documenting the dates when a vehicle is no longer in use.

Proactively identifying HVUT overpayments allows trucking businesses to recover funds quickly and avoid cash flow disruptions. Whether due to vehicle changes, reduced mileage, or filing errors, staying organized with documentation and tracking vehicle usage ensures you can reclaim your hard-earned money without unnecessary delays.

Person completing checklist related to IRS Form 8849 on laptop with documents

Key Benefits of Filing Form 8849

Filing Form 8849 to claim refunds for overpaid Heavy Vehicle Use Tax (HVUT) is not just about recovering funds—it’s a proactive approach to improving financial stability, optimizing cash flow, and ensuring regulatory compliance. Here are the key benefits that make timely filing essential for trucking businesses and owner-operators:

1. Recover Funds Tied Up in Overpayments

HVUT overpayments can tie up critical operating funds, leaving businesses with less money to address day-to-day expenses or long-term investments. By reclaiming these funds through Form 8849, operators can:

  • Reinvest in Vehicle Maintenance:
    Regular maintenance is vital to keeping trucks running efficiently and preventing costly breakdowns. Refunds can be allocated to essential repairs, oil changes, tire replacements, or engine work that ensures vehicles remain in top condition.
  • Cover Fuel Costs:
    In the trucking industry, fuel is one of the largest operating expenses. Reclaiming overpaid HVUT provides additional cash flow that can help offset rising fuel costs and keep trucks on the road without interruption.
  • Expand or Upgrade Your Fleet:
    For fleet managers looking to grow or modernize operations, recovered funds can be reinvested into purchasing newer, more fuel-efficient trucks or upgrading older vehicles.
  • Improve Profit Margins:
    Freeing up funds that would otherwise be tied up in overpayments allows businesses to focus on boosting profitability, managing unexpected expenses, and maintaining financial stability.

Overpayments, when left unclaimed, represent missed opportunities to reinvest in operations and support long-term business growth. Filing Form 8849 ensures these funds are put to better use.

2. Maintain Financial Flexibility

Maintaining financial flexibility is critical for owner-operators and fleet managers, especially in an industry where cash flow can be unpredictable due to fluctuating fuel prices, repair costs, and market demands. Filing Form 8849 promptly for HVUT refunds helps businesses:

  • Avoid Cash Flow Disruptions:
    Overpaid taxes can create unnecessary strain on cash reserves, which are often needed to cover payroll, fuel, insurance, and other operational costs. Reclaiming these funds reduces the risk of shortfalls and allows for smoother day-to-day financial management.
  • Prepare for Unexpected Expenses:
    Trucks frequently encounter unforeseen issues such as breakdowns, mechanical repairs, or compliance-related upgrades. Having access to reclaimed funds provides a financial cushion to address these emergencies without derailing operations.
  • Ensure Liquidity During Downtime:
    Seasonal slowdowns, economic shifts, or vehicle downtime can affect earnings. Recovered HVUT refunds can help bridge financial gaps during these periods, ensuring that businesses remain stable and operational.

In a high-cost industry like trucking, financial flexibility enables businesses to stay agile, adapt to challenges, and make strategic decisions without being constrained by cash flow limitations.

3. Ensure IRS Compliance

Compliance with IRS regulations is a non-negotiable aspect of running a trucking operation. Filing Form 8849 promptly and accurately ensures that businesses remain compliant while avoiding unnecessary complications and penalties. Key compliance benefits include:

  • Avoiding Filing Errors:
    Submitting refunds through Form 8849 allows truckers to correct any errors made during the initial HVUT filing, such as duplicate payments, VIN mistakes, or weight misclassifications. Prompt corrections help prevent discrepancies that could draw IRS scrutiny.
  • Meeting Filing Deadlines:
    Refund claims for overpaid HVUT must be filed within specific IRS deadlines:
    • Three years from the date of tax payment.
    • Two years from the date the original return was filed.
      Filing on time ensures that businesses reclaim eligible funds and remain compliant with IRS guidelines.
  • Avoiding Penalties and Audits:
    Accurate and timely filings demonstrate compliance and reduce the likelihood of penalties or audits that could arise from inconsistencies in tax reporting. Proper record-keeping and refund claims ensure businesses maintain a clean tax history.
  • Staying Organized for Future Filings:
    Filing refunds promptly encourages better organization of tax documents, vehicle usage records, and payment history. This proactive approach not only streamlines future filings but also positions businesses to respond quickly to IRS inquiries or audits.

Maintaining compliance is essential for protecting a trucking business’s reputation and avoiding costly disruptions caused by non-compliance. Filing Form 8849 ensures all bases are covered while reclaiming overpaid taxes.

How to File Form 8849 for HVUT Refunds

Filing Form 8849 correctly ensures your refund claim is processed smoothly. Follow these steps to reclaim your overpaid HVUT:

  1. Gather Required Documentation:
    • Employer Identification Number (EIN): Verify it matches IRS records.
    • Vehicle Identification Numbers (VINs): Ensure all VINs are correct and consistent.
    • Proof of Overpayment: Provide bills of sale, destruction reports, or detailed mileage logs where applicable.
  2. Complete Form 8849 Schedule 6:
    • Schedule 6 is specifically used for claiming HVUT refunds.
    • Accurately calculate your refund amount, ensuring it aligns with IRS formulas.
    • Clearly state the reason for the refund (e.g., vehicle sold, destroyed, or under mileage threshold).
  3. File Form 8849:
    • Ensure the form is complete, accurate, and submitted on time to avoid delays.
    • Claims must typically be submitted within three years of the tax payment date or two years from the date the original tax return was filed.
  4. Track Your Refund:
    • Keep copies of all documentation and monitor the refund status to ensure the IRS processes it without issues.

Take the Next Step

Filing for HVUT refunds doesn’t have to be complicated. Whether you’re correcting an error, reporting vehicle changes, or reclaiming overpaid taxes, getting it right saves time and money.

For a faster, more accurate Form 8849 filing process, explore how ExpressTruckTax can simplify and streamline your tax refund claims. Reclaim overpaid HVUT efficiently and focus on what matters most—keeping your business on the road.

Everything you need to know about Form 8849

Posted on October 14, 2022 by - 8849, Form 8849, Form 8849 online, IRS 8849, IRS Form 8849

Form 2290 needs to be filed by a driver of a vehicle that weighs 55,000 pounds or more for the Heavy Vehicle Use Tax. There are also some cases where a refund needs to be claimed for the payment of the Heavy Vehicle Use Tax. Typically a Form 8849 is filed if the Heavy Vehicle Use Tax is paid but the vehicle ends up not exceeding 5,000 miles (7,500 miles if the vehicle is used for agricultural purposes) during the tax year. A refund can also be requested if a vehicle is stolen, sold, or destroyed and the tax for the vehicle has already been paid for that tax year. 

In order to file Form 8849 and claim a refund, proof of your vehicle being sold, stolen, or destroyed will be needed. Detailed proof needs to be provided to the IRS stating why exactly a refund for the tax paid on your vehicle. What can be provided is not limited to a bill of sale, insurance claim form, police report, or pictures. 

ExpressTruckTax guarantees the best Form 8849 filing experience for drivers by making it fast and simple. You will select Form 8849 when filing and will be provided with clear instructions for filling out the form. Enter your name, your Employer Identification Number (EIN), and the total refund amount you are requesting. You will need to choose the ending month of your tax year to be December. Once you have the form filled out, click transmit and it will be transmitted to the IRS immediately.

If your Form 2290 was filed through ExpressTruckTax, you will be able to auto-generate Form 8849. This feature will automatically create a Form 8849 for you with all of the information entered from your Form 2290 already on it. This is convenient because you do not have to re-enter any information on it. Using the information provided, the refund amount will be automatically calculated for you. 

After submission, the IRS should notify you within 4-8 weeks whether or not your Form 8849 was approved. It has been known to take longer than that in recent months because they are processed manually. When the IRS does notify you, you will either receive a letter asking you to provide more information and will give you instructions for where to send that information or it will contain an approval along with a check for the refund balance that is owed to you. 

Filing Form 8849 is simple and only takes a few minutes, especially if you filed your Form 2290 with ExpressTruckTax. Your information will already be on the automatically generated Form 8849. Once all of the information is in on the form, transfer the form to the IRS and wait for it to be processed and accepted. It is as easy as that. What are you waiting for? File Form 8849 with ExpressTruckTax and claim your refund on your Form 2290 through Form 8849 today!   

Transferring Your 2290 to a New Vehicle

Posted on March 29, 2020 by - Form 2290, Form 8849, HVUT, Schedule 1

Do you need to transfer your 2290 in a hurry? If you swapped vehicles or purchased a new one last month, then the answer is yes!

Vehicles first used in one month have a 2290 filing deadline at the end of the next month!

Even though that’s no time at all, it’s still plenty of time to transfer your 2290.

That’s because it only takes about 10 minutes to E-file a Form 2290. So if you’ve recently swapped vehicles, it’s time to get in gear and get yourself E-filed before the deadline.

Here’s the Game Plan:

1. E-file a new Form 2290
2. Claim a Credit Vehicle on that form
3. Receive your new Stamped Schedule 1 via email instantly

That’s all it takes to “transfer” your 2290 from your old vehicle to the new one. Want to see it step-by-step? I thought so, here’s the Play-by-Play.

1: Login or create an account (it’s free!). If you’re new to ExpressTruckTax, quickly enter your name, business info, and EIN before you begin E-filing. Finally, click “Start New Return,” choose a Form 2290, and then enter your first-used month (the month in which you purchased the new vehicle).  

2: Now to enter your taxable vehicle information (for the new truck). Simply input the VIN, gross weight, and select whether the vehicle is used for logging. Save and then skip the next few screens.  

Step 3: It’s time to enter your Credit Vehicle. This is how you receive a prorated refund on the HVUT tax previously paid. Click +Add a Credit Vehicle, enter the VIN & gross weight, then enter details of the “loss event.” This means choosing the date on which the vehicle was sold, lost, or destroyed, as well as uploading any required evidence, like a bill of sale.    And that’s it. Simply input your payment method, and then hit the big green Transmit button. Within about 10 minutes, the IRS will have reviewed you return, and if it’s accepted (98% of returns E-filed with us are!), then you’ll receive your new stamped Schedule 1 via email immediately.

Bonus Tips: More Ways to Save

  • If your previous truck was sold, stolen, or destroyed, and you are choosing not to replace it, then you can still get a prorated refund of the HVUT you paid! The procedure is different from the “transfer” process. To claim a prorated refund in this case, simply E-file a Form 8849. We offer easy E-filing of this form too, check out these tips on how to file your 8849 fast. 
  • If your business name or EIN has changed, then you can also get a prorated refund for the taxes paid under the previous name/EIN. Just E-file a new Form 2290 for all vehicles under this new name or EIN. Then E-file a Form 8849 under the old name/EIN to get some of those tax bucks back. 

Ready to transfer?

Still have questions about transferring your 2290 or claiming your refund?

That’s what our Support Team is for! They’re ready to lend a helping hand to E-filers in distress, 24/7.

Call them at 704.234.6005 or shoot them an email 24/7 at support@expresstrucktax.com.

They’ll help you cross the E-filing Finish Line before the deadline, guaranteed.

Do You Need To File Form 2290?

Posted on May 7, 2019 by - 2019 Form 2290, 2290 online, 2290 tax, Claims, EIN, expresstrucktax, Form 2290, Form 2290 instructions, Form 2290 Online, Form 8849, Gross Weight, HVUT 2019, irs 2290, IRS form 2290, Refunds, stamped Schedule 1

If you’re new to trucking, the numbers used for necessary forms may be a bit overwhelming. There’s the 2290s, 8849s, 4868s, 1099s, and 123s. Okay.. we might be exaggerating with the 123s, but you get the gist, it’s a lot of forms and a lot of numbers to remember. We won’t bore you and got through each form 1 by 1, but we will tell you about the two most relevant ones for this filing period.

What is Form 2290?

The form that you have probably heard the most about, as of late, is Form 2290. What is Form 2290, and how does it relate to you, if at all?!

Form 2290 is used to figure and pay the tax due on highway motor vehicles used. Your next question is probably does it even apply to you, and the answer is it might. All vehicles with a taxable gross weight of 55,000 pounds or more than travel by highway is required to file a Form 2290.

After paying taxes you will be given a Stamped Schedule 1 that serves as proof of payment from the IRS. This document is important, as it is needed in order to register your commercial vehicle.

Do You Need to File Form 8849?

There are exemptions and claim suspensions that apply to some vehicles meeting certain requirements. The requirements are as follows:

  • The vehicle used 5,000 highway miles or less during the period.
  • The vehicle is an agricultural vehicle and used 7,500 miles or less during the period.
  • The Vehicle was stolen during the period
  • The vehicle was destroyed during the period
  • The vehicle was sold during the period

The above list leads us to the importance of Form 8849. If any of the above is true about a vehicle you own/owned then you must first file a Form 2290, pay the correct amount of Heavy Vehicle Use Tax (HVUT) and then complete the Form 8849.

Claims and Refunds

In order to claim credits or refunds for vehicles stolen, destroyed, sold, or only used for 5,000 miles or less and 7,500 miles or less for agricultural vehicles, the Form 8849 is required. The

things you’ll need to file a Form 8849 are your name, address, details on the vehicle you are seeking a claim/refund for and your Employee Identification Number (EIN). Be sure to double check that the EIN you are using is consistent with what the IRS has on file.

*If an EIN is needed you are able to apply for one online with the IRS.

File With ExpressTruckTax

The great thing about ExpressTruckTax is that it makes all of your Form 2290 filing simpler. It even gives you a chance to auto-generate a Form 8849 if you are in need of one for the current filing period.

How Does Form 8849 Effect My 2290?

Posted on May 24, 2017 by - 2290, 2290 credit, 2290 Schedule 1, 2290 stamped Schedule 1, 2290 Tax Refund, e-file 2290, E-File Form 8849, E-file HVUT, Form 8849, HVUT, IRS Form 8849, pre-file 2290, pre-file form 2290

Alright, 2290 season is coming, and along with your Heavy Vehicle Use Tax (HVUT) comes a lot of questions and sometimes a little confusion. Sometimes while filing your Form 2290 you might see information about Form 8849, but what’s that? Do you need to be concerned with it? Today we’re here with the 8849 facts to answer your questions.

Form 8849

Form 8849 is the Claim or Refund of Excise Taxes Form. Excise taxes are the taxes paid on goods when they’re purchased and they’re often included in the price. An example of one of these goods is gasoline, hints your IFTA tax. Also, excise taxes include activities, such as highway usage by trucks.

Highway usage?! Now that might ring a bell because if you drive a qualifying vehicle of 55,000 pounds or more then you are required to file Form 2290 in order to get a copy of your stamped Schedule 1. 

After filing your Form 2290 you can File Form 8849 to claim a credit or a refund on the amount of  HVUT paid. Anyone can file this form if they need to claim a refund or a credit.

You can claim credits or refunds for vehicles that were stolen, sold, or destroyed. You can also claim credits for vehicles that were only used for 5,000 miles or less on public highways and 7,500 miles or less for agricultural vehicles used during the tax period.

Just remember, before you can File Form 8849 you need to file your Form 2290 and pay any Heavy Vehicle Taxes owed to the IRS for the current tax season first.

All you need to File Form 8849 is your name, EIN, and address, but it needs to match what the IRS has on file. You can verify your information by calling the IRS directly at 1-800-829-1040.  

If you’ve already filed your 2290 then you should already have your Employee Identification Number, as the IRS requires you to have one to complete your return.

If you haven’t filed your 2290 and you need an EIN you can apply for one online with the IRS. It will take about 15 days for the EIN to become active if the e-filing system and forms may be rejected during that time.

Also, you will need the information for the vehicle that you’re claiming a refund for with details as to why you’re claiming a credit or refund, such as if it was stolen, sold, or destroyed with the date that the incident occurred.

Pre-File With TSNAmerica

The faster you pre-file your Form 2290 then the faster you can claim a refund or credit with Form 8849. Call our sister company TSNAmerica at 803.386.0320 and they’ll file your Form 2290 for you over the phone. Your return will be transmitted to the IRS on July 1st unless you would like it sent at a later date. The process is as easy as making a simple phone call.

Contact Us

Here at ExpressTruckTax, we want to help you quickly and easily handle all of your truck tax needs, headache free. Please don’t hesitate to contact us with any questions that you may have over the phone Monday – Friday from 8:30 AM to 5:30 PM EST at 704.234.6005. We also offer live chat and 24/7 email support at support@expresstrucktax.com.

HVUT Credits: Selling & Purchasing Vehicles

Posted on January 20, 2016 by - 2290 credit, applying a credit, Credit Form 8849, credit vehicle, E-file HVUT, Form 8849, HVUT, hvut credit, new vehicle, purchasing, selling

We’re a few weeks into 2016, and by this point you might have grown your fleet with a used (or new to you) truck. Or maybe you’re an Owner-Operator who is replacing an old vehicle. I mean, it looks like some sleeper trucks are just getting cheaper and cheaper. While you’re excited to be on the road in the new rig, it’s vital that you have your HVUT accounted for. With ExpressTruckTax, adding a credit for sold vehicles to your 2290 is easy.

How Do HVUT Credits Work?

When a vehicle is purchased from another owner who already paid their HVUT fees, the vehicle is covered until the end of the month of purchase. From the first day of the following month, it’s up to the new owner to pay the vehicle’s HVUT from the first day of that month to the end of the tax year.

With that said, it’s important to understand that the heavy vehicle use taxes DO NOT transfer from one owner to another. You’re required to file a Form 2290 and pay taxes on any qualifying taxable vehicle. The taxes also don’t transfer from your old vehicle to your new one! So if you sold your old truck after buying a new one, it’s the same process (just with the roles reversed). It’s annoying, sure, but you still have to do it.

Basically, the seller gets credited for the taxes they paid before they sold the vehicle, and the buyer owes the difference. And if you’re a seller, there are two ways to approach the credit. You can get the credit for the tax paid on your next Form 2290 filed or the refund can be claimed through Form 8849, if you don’t want to wait until the tax period ends.

Why don’t we just see how it’s done real quick?

What Are the Tax Implications When Buying or Selling a Suspended Vehicle?

Well, suspended vehicles come with a specific set of tax implications regarding their sale. If you sell a vehicle under suspension, you need to provide the following information:

  • Your name, address, and EIN,
  • VIN Number,
  • Date of the sale,
  • Odometer reading at the beginning of the period,
  • Odometer reading at the time of sale, and
  • Buyer’s name, address, and EIN.

If everything is reported like above and the use of the vehicle exceeds the mileage use limit for the period after the purchase (including highway mileage recorded by the former owner), the new owner would be liable for the tax on the vehicle. If the former owner didn’t provide the required statement to the new owner, then the former owner would be held liable for that tax period.

With your new rig ready for the road, you can get back out there to the long haul. Don’t forget, after you pay your HVUT for this tax period, you’ll still be liable to pay for the new period that starts July 1st, 2016!

If you run into any questions about credits on ExpressTruckTax, our US-based bilingual support team is available through phone, email, and even live chat. Reach us by phone at 704.234.6005, or by email at support@expresstrucktax.com.

Who’s Eligible for an HVUT Refund?

Posted on October 23, 2015 by - E-File Form 8849, Form 8849, Form 8849 Schedule 6, hvut refund

Welcome back, Trucking Nation! Let’s talk about what everybody likes about filing taxes: getting a refund! We all enjoy getting paid. Remember when you filed your Form 2290 with the IRS and paid your HVUT? Well, you may be eligible for a refund under certain circumstances. Let’s look at how to know if you’re eligible.

Refund Eligibility

There are a few cases where you will be eligible for a refund of your HVUT tax:

  • A stolen, destroyed, or sold vehicle
  • A vehicle you drove less than the mileage limit (5,000 miles or 7,500 miles for agricultural vehicles)
  • Overpayment on Form 2290

You will not be eligible for a refund if:

  • You sometimes drive at a lower Gross Vehicle Weight (GVW) than you reported
  • You used your vehicle only part of the year but still exceeded the mileage limit.

So you’ve determined that you qualify for an HVUT refund. What do you have to do to get it? Glad you asked! With ExpressTruckTax, it’s a very simple process.

How to e-file an 8849

If you filed your Form 2290 with ExpressTruckTax, Form 8849 will be generated automatically if you’re filing for a credit vehicle and the system determines the credit is greater than the tax amount owed on the return.

When your vehicle is stolen, destroyed, or sold, or you paid taxes on a vehicle traveling under the mileage limit for the year, you’ll need to follow these steps:

  • Log in to your ExpressTruckTax account.
  • Click on “Start a New Return” and then “Start” under “Form 8849 Schedule 6.”
  • For any trucks stolen, destroyed, or sold during the past tax year, enter the VIN, GVW, the first month it was used, and the date each vehicle was sold, lost, or destroyed.
  • If you have any trucks that qualify for a low mileage credit, enter the VIN, GVW, and the first month used for each vehicle.
  • Now you can enter your overpayment credits. Just type in the date the tax was overpaid, the VIN, the amount of the overpayment, and a short explanation for the IRS.
  • Then just review your information, and we’ll estimate the amount of your refund.

That’s it! It usually takes 4-6 weeks for the IRS to mail your refund check. You’re all set!

We here at ExpressTruckTax are always ready to help with any questions you may have about any aspect of using ExpressTruckTax. Our dedicated support team is located in Rock Hill, SC, and available via phone or web chat Monday through Friday 8 a.m. to 6 p.m. at 704.234.6005. You can also reach us at any time by email at support@expresstrucktax.com. And don’t forget to like us on Facebook and follow us on Twitter!

Get Your HVUT Money Back: E-file Form 8849 Today

Posted on May 14, 2015 by - E-File Form 8849, Expresstrucktax.com, FAQ's, Form 8849, HVUT, Truck Tax

We’re back, Trucking Nation, with even more information on the what, when, why, and how of E-filing your Form 8849 for refunds.

Now that you know you can get a refund for being under the mileage limit, you may still have some more questions about your refund. And, that’s what we’re here for! So, let me break it down for you.
When should I make a claim & What types of credits can be claimed?

Form 8849 offers a variety of schedules that you can file for, but one of the most common is the Schedule 6. Under the 8849 Schedule 6, you can file for three different types of refund credits:

  • Stolen, Sold, or Destroyed Vehicle
  • Suspended Vehicle, or a vehicle that drove less than the mileage limit (5,000 for regular heavy vehicles and 7,500 for agricultural vehicles)
  • Overpayment on Form 2290

If you have experienced any of these situations during the tax year, then voila! You qualify for an HVUT refund!

What should I know before claiming a credit?

Before claiming a credit, you should know what does and does not qualify for a refund, as well as what information you will need in order to make a claim.

Listed in the previous section is a breakdown of the three credits you can claim and when you should make that claim. However, before you can do that, there is some information you need about your vehicle.

Before you make your claim, you should know:

  • Your company’s tax year month end
  • Your VIN
  • First-used month
  • Gross vehicle weight

Any relevant dates (if the vehicle was sold, stolen or destroyed you will need to know that date, and if you are claiming overpayment you will need to know the date of overpayment.)

Now that we’ve gotten all that out of the way, you may have questions about what doesn’t qualify for a refund. Well, you are not eligible for a refund when:

You sometimes operate at a lower gross vehicle weight than initially reported.

You used your vehicle for only part of the year. How often you’ve used the vehicle or how many months it was in use does not matter if you’ve exceeded the mileage limit.

Sold, Destroyed, and Stolen Vehicles

If your vehicle was sold, destroyed, or stolen during the tax year, you may be wondering just how to calculate refunds for that specific return. As always, here at ExpressTruckTax, we’ve got your back.

When you enter your information with us, we calculate the prorated tax for you! No muss, no fuss, no partial period tax tables! Just ExpressTruckTax doing what we do to make your life easier.

How do I handle overpaid 2290 taxes?

Since the credit claimed cannot exceed the tax reported on Form 2290, any excess credit must be claimed using Form 8849. So, if you’ve paid too much, you can get that money back!

And, when you use ExpressTruckTax to E-File your Form 2290, if your credit exceeds tax due, our program will automatically generate the Form 8849 for you! That means, there’s no need to enter any additional information because we’ll do it for you!

If you need step-by-step instructions on how to E-File for either one of these claims, refer to our previous blog about Claiming Low Mileage Refunds.

How Will I Get My Refund?

Good question! Once the IRS receives your information, it can take 4-6 weeks for them to process your refund. Then, once everything is in order and squared away, the IRS will mail a check to your home address.

So, register with ExpressTruckTax today and on June 1 you’ll be ready to start E-filing for your refund! With 4-6 weeks to wait, there’s no time to waste. Not to mention, you only have until June 30th to E-file for your Form 8849. After that you’ll need to file a Form 2290 with a credit vehicle.

We hope we answered all of your questions, Trucking Nation! But, if you have more give our dedicated support team a call at 704.234.6005 or e-mail us at support@expresstrucktax.com for 24/7 support!

Claim Your Low Mileage Refund with ExpressTruckTax!

Posted on May 11, 2015 by - Claim your Tax credit, Form 2290, Form 8849, Form 8849 Schedule 6

As tax season draws ever closer, so does the time for refunds. Who doesn’t love getting money back?!

As the new tax year approaches on July 1st, many of you out there are realizing you didn’t actually reach the mileage requirement for paying heavy vehicle use tax in the previous year.

So, Trucking Nation, how can you get some of that green back?

Your window of opportunity to claim this refund is about to open! From June 1st through the 30th, you can E-file a Form 8849 to claim your low mileage refund. After that, if you’d still like a refund for a prior year low mileage vehicle, you will need to E-file a Form 2290 with a Credit Vehicle.

Who is eligible for a low-mileage refund? Let’s find out!

Who Qualifies for a Low Mileage Refund?

Trucks that traveled fewer than 5,000 miles on public highways during the tax year are eligible for a refund of their HVUT. Moreover, agricultural vehicles that traveled fewer than 7,500 miles on public highways during the tax year are eligible for a refund too.

There are other types of refunds you can get for your heavy vehicle use tax as well! If your vehicle was stolen, sold, or destroyed (or if you overpaid on your heavy vehicle use tax), you are eligible for a refund as well. You can even file for those types of refunds with ExpressTruckTax right now!


I Need a Refund—What Should I Do?

If you’re eligible for a low mileage refund, you may have some questions on how to file. And we have the answers! On June 1 (or right now if you’re eligible for a different type of refund), log into your ExpressTruckTax account and follow these simple steps:

  • Step 1: Select “Start a New Return” and choose start under “Form 8849 Schedule 6”
  • Step 2: Enter the fiscal tax year month end for your business. This is typically in December unless the fiscal year of your business differs from the norm.
  • Step 3: If you have any trucks that were stolen, sold, or destroyed this past tax year, you should enter them first. You will need the VIN, gross vehicle weight, first-used month and the date the vehicle was sold, lost, or destroyed.
  • Step 4: Now, you can enter the VIN, gross vehicle weight and first-used month for any vehicles eligible for a low mileage credit.
  • Step 5: After that, if you’re eligible, you’re onto the overpayment credits. You can enter these by inputting the date of the overpayment tax, the VIN, amount you are claiming, and a short explanation for the IRS to review. 
  • Step 6: Then finally you can review your information, and since we estimate the refund for you, check out how much the IRS will be putting back into your pocket!

The IRS typically issues refunds within 4-6 weeks of filing. Then, you can kick back and enjoy your extra cash!

Register with us today so that come June 1st you’ll be ready to begin E-filing for your refund right away! And don’t forget, you only have until June 30th to file for your Form 8849. After that, you will need to file a 2290 with a credit vehicle.

Always remember, if you have any questions our dedicated Support Team is here to help you every step of the way! You can call at 704.234.6005, e-mail at support@expresstrucktax.com, or even start a live-chat on our website!

So, sit back, relax, and enjoy refund season!