Form 8928 – Return of Excise Taxes Under Chapter 43 of the Internal Revenue Code

Tax Filing and Forms, Taxes & IRS
Published Date: November 29, 2024
Last Modified: 1 month ago

What is Form 8928 - Return of Excise Taxes Under Chapter 43 of the Internal Revenue Code?

Form 8928, “Return of Excise Taxes Under Chapter 43 of the Internal Revenue Code,” is an IRS form used to report and pay excise taxes on violations related to certain retirement plans (like 401(k)s and IRAs) and tax-exempt organizations. These taxes apply when plans or organizations fail to meet specific IRS requirements.

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Form 8928 – Return of Excise Taxes Under Chapter 43 of the Internal Revenue Code

Form 8928 is used to report and pay excise taxes related to certain retirement plan violations or failures under Chapter 43 of the Internal Revenue Code. It's important to understand if this form applies to you to avoid penalties.

Form 8849 – Claim for Refund of Excise Taxes (expanded for excise tax-specific refunds)

Form 8849 is used to claim a refund of certain excise taxes you may have overpaid or were improperly charged. It helps taxpayers recover funds they're rightfully due.

Form 8849-S – Schedule for Claim for Refund of Excise Taxes

Form 8849-S is used to claim a refund of certain federal excise taxes that you may have overpaid. It helps taxpayers get back money that the government collected incorrectly on specific goods or services.

Form 5330 – Return of Excise Taxes Related to Employee Benefit Plans

Form 5330 is an IRS form used to report and pay excise taxes related to certain issues with employee benefit plans, like retirement plans or health plans. It helps ensure these plans are managed according to tax rules.

Form 8849 – Claim for Refund of Excise Taxes (cross-referenced under energy forms)

Form 8849 is how you can ask the IRS for a refund on certain excise taxes you might have overpaid. These taxes often relate to energy products and fuels.

CP286 Penalty for Late Payment of Excise Taxes

The CP286 notice penalizes taxpayers for late excise tax payments. Understanding this ensures timely compliance and avoids financial penalties.

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