IRS Form 4136 walkthrough (Credit for Federal Tax Paid on Fuels)

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IRS Schedule 3, Additional Credits & Payments
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Purpose of Form
Use Form 4136 to claim the following.
• The biodiesel or renewable diesel mixture credit.
• The alternative fuel credit.
• A credit for certain nontaxable uses (or sales) of fuel
during your income tax year.
• A credit for blending a diesel-water fuel emulsion.
• A credit for exporting dyed fuels or gasoline
blendstocks.
• Sustainable aviation fuel (SAF) credit.
Attach Form 4136 to your tax return.

Instead of waiting to claim an annual credit on Form
4136, you may be able to file:
• Form 8849, Claim for Refund of Excise Taxes, to claim
a periodic refund; or
• Form 720, Quarterly Federal Excise Tax Return, to
claim a credit against your excise tax liability.

You can’t claim any amounts on Form 4136 that you claimed on Form 8849, Form 8864, or Form 720, Schedule C.

If you report a tax liability on Form 720, you may be required to offset your tax liability with any credits you claim before claiming a credit on Form 4136, or Form 8864, or a refund on Form 8849.

Form 4136 can’t be used by ultimate vendors to make gasoline claims.

Partnerships. Partnerships (other than electing large partnerships) can’t file this form. Instead, they must include a statement on Schedule K-1 (Form 1065) showing the allocation to each partner specifying the number of gallons of each fuel used during the tax year, the applicable credit per gallon, the nontaxable use or sale, and any additional information required to be
submitted.