How to File Form 8849 Claims Through Simple2290

Sign in to Simple2290 and begin a new filing.

Select your business, then choose Form 8849 – Schedule 6 – Other Claims as the form type.

You'll also be asked for the month when your income tax year ends. For many calendar-year businesses, that month is December. If your business uses a different tax year, enter the month that applies to your business.

This field is not asking for the month when the vehicle was sold or when the refund claim was started.

Once the information is correct, continue to the claim section.

The claim page provides three options:

• Sold, Destroyed or Stolen Vehicles (Credit)
• Low Mileage Vehicles (Credit)
• Miscellaneous Overpayment Claims

You can add more than one claim when needed. Each vehicle or overpayment should be entered using the category that correctly describes it.

Use this category when Form 2290 tax was paid for a vehicle that was later sold, destroyed, or stolen before June 1 and was not used for the rest of the tax period.

Click Add New Vehicle under the Sold, Destroyed or Stolen category.

Enter:

• VIN
• Taxable gross-weight category
• First-used month from the previously filed return
• Date the vehicle was sold, destroyed, or stolen
• Logging status
• Type of loss
• Explanation for the refund

Choose the correct type of loss:

• Sold if ownership was transferred to someone else
• Destroyed if the vehicle was damaged beyond economical repair
• Stolen if the vehicle was taken and not available for use

If the vehicle was sold, keep the purchaser's name and address with your claim records. The IRS requires this information for vehicles sold on or after July 1, 2015.

Upload supporting documents such as a bill of sale, title-transfer record, police report, accident report, insurance statement, or prior Schedule 1.

The refund is prorated. It is based on the unused portion of the tax period, so it may be less than the full tax originally paid.

Review the information and click Save.

Use this category when Form 2290 tax was paid, but the vehicle remained within the mileage limit for the entire tax period.

The limits are:

• 5,000 miles or less for a regular highway vehicle
• 7,500 miles or less for a qualifying agricultural vehicle

Click Add New Vehicle under Low Mileage Vehicles.

Enter:

• VIN
• Taxable gross-weight category
• Logging status
• Tax year in which the tax was paid
• First-used month from that return
• Explanation for the refund

A simple explanation might read:

"Form 2290 tax was paid for this vehicle, but it traveled only 4,200 miles on public highways during the tax period."

Upload records that support the claim, such as mileage logs, trip sheets, odometer records, dispatch reports, or the previously filed Schedule 1.

A low-mileage refund cannot be claimed until the related Form 2290 tax period has ended. For example, a claim for the July 2026 through June 2027 period cannot be made until after June 30, 2027.

After checking the details, click Save.

Use this option when you paid more Form 2290 tax than you owed because of a mistake in the tax liability reported on the original return.

Click Add New Miscellaneous Overpayment Claim.

Enter:

• VIN connected with the overpayment
• Taxable gross-weight category
• Date the tax was paid
• Refund amount being requested
• Explanation of how the overpayment happened

Be specific enough for the IRS to understand the claim. For example:

"The vehicle was reported under the wrong taxable gross-weight category, which resulted in an overpayment of Form 2290 tax."

Explain how you calculated the refund and upload documents supporting that amount.

Don't use this section simply because the truck sometimes carried a lighter load. The claim should be based on an actual tax overpayment.

Once the information is complete, click Save.

Each saved claim will appear in its related category.

Check the:

• VIN
• Weight category
• First-used month
• Event or payment date
• Logging status
• Type of loss
• Individual refund amount

The system will combine the eligible amounts and display the total refund claim.

Use the edit icon if anything needs to be corrected. Remove any claim that should not be included.

Don't request the same amount as both a Form 2290 credit and a Form 8849 refund. Schedule 6 should not be used for an amount already taken—or expected to be taken—as a credit on another return.

The IRS Payment Method for Claiming page allows you to provide bank information for the refund.

Enter:

• Bank name
• Account type
• Routing number
• Account number
• Confirmed account number

Use an account that can accept an IRS direct deposit and check every number carefully. An incorrect routing or account number could delay the refund or cause the bank to reject it.

If you don't want to provide bank information at this stage, select Skip This Step. The IRS will determine how an approved refund is issued. Current IRS guidance encourages direct deposit because it is generally faster and more secure.

Continue to the review page.

The review page displays all information entered in the claim.

Check:

• Business name and EIN
• Form type
• Income tax year-end month
• Every vehicle and claim category
• Supporting dates
• Individual claim amounts
• Total refund requested
• Bank information, if provided

If you skipped the bank section, the review page should indicate that bank details were not provided.

Use the Edit option beside any section that needs attention. Don't continue until the VINs, dates, supporting details, and refund amounts are correct.

The next page shows the filing service fee.

For the Form 8849 filing shown in this process, the Simple2290 submission fee is $35.95.

This fee is for preparing and electronically transmitting the claim. It is separate from the refund you're requesting from the IRS.

Read the Terms and Conditions, select the confirmation box, and click Proceed to Pay.

Enter the requested card information, review the amount, and complete the payment.

On the Submission Confirmation page, review the authorization statement.

Confirm that the business, vehicle, and refund information is accurate. Enter the signing name or PIN requested by the system, then click Submit Filing.

Wait for the transmission to finish. Avoid refreshing the page or submitting the claim more than once.

After submission, Simple2290 will show that the filing has been transmitted to the IRS.

The claim then moves into IRS processing. Submission does not guarantee that the full amount will be approved. The IRS may accept the claim, reduce it, reject it, or request more documentation.

Schedule 6 claims are generally handled under the IRS's normal processing timeframe, which may be around 45 days after acceptance. Actual processing can take longer when information is missing or the claim needs additional review.

Return to the dashboard to check the filing status and download any available documents or acknowledgments.