Get Irs 8849 2014-2025

Filling out Form 8849 is essential for claiming a refund of excise taxes. This guide provides a clear and supportive step-by-step approach to ensure you complete the form accurately, even if you have little legal experience.

Follow the steps to fill out Form 8849 correctly.

1. Click ‘Get Form’ button to access the document and open it in an online editor.
2. Fill in the claimant's name, Employer Identification Number (EIN), address, and Social Security Number (SSN) correctly in the provided spaces. Ensure that you leave a blank box between words for clarity.
3. Indicate the city or town, state or province, and ZIP code. If you have a foreign address, refer to the instructions for proper entry.
4. Complete the section for the month the claimant’s income tax year ends. Enter a number (e.g., ‘12' for December).
5. Select the schedules you are attaching by checking the appropriate boxes. Only attach the schedules related to your refund claims.
6. Under 'Sign Here', ensure that a person authorized can sign the form. The signature confirms the accuracy of the claim under penalties of perjury.
7. If using a paid preparer, they must complete the 'Paid Preparer Use Only' section and sign the form. This helps verify that a professional has assisted with the submission.
8. Review the completed form, ensuring all necessary information is accurate and complete. Missing or incorrect information may result in processing delays.
9. Save changes to your filled form, and choose the options available for downloading, printing, or sharing the document as needed.

Complete your IRS 8849 form online to claim your excise tax refund today.