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The MDT MF 93 form is a crucial document for individuals and businesses seeking a refund of Montana diesel tax specifically related to fuel used in refrigeration units, commonly referred to as “reefer” fuel. This application is managed by the Montana Department of Transportation and can be submitted either by mail or electronically, streamlining the process for applicants. When filling out the form, applicants must provide their personal details, including their name, Social Security Number or Tax ID, and contact information. Additionally, the form requires a detailed account of the diesel fuel purchases, including the dealer's information and the total gallons purchased. The refund is calculated based on a specific tax rate, and applicants must ensure that all invoices submitted clearly indicate that the fuel was used for refrigeration purposes. It’s important to note that while original invoices are typically required for paper submissions, those filing electronically do not need to include them. This form is designed to be user-friendly, allowing applicants to claim refunds for purchases made within the last thirty-six months. Understanding the requirements and processes associated with the MDT MF 93 form can help ensure that applicants receive the refunds they are entitled to without unnecessary delays.

Common mistakes

  1. Incomplete Applicant Information: Failing to provide complete details such as the applicant's name, mailing address, and contact information can delay the processing of the refund request.

  2. Incorrect Tax Rate Application: Using an incorrect tax rate when calculating the refund amount can result in underpayment or overpayment. Ensure that the tax rate of .2775 is applied correctly to the total gallons of fuel purchased.

  3. Missing Original Invoices: Not including the original purchase invoices with the application can lead to rejection. If filing electronically, ensure that the invoices are referenced correctly.

  4. Improper Fuel Type Identification: Submitting claims for fuel that is not identified as "reefer fuel" will result in denial of the refund request. Only Montana tax-paid purchases for refrigeration units are eligible.

Dos and Don'ts

When filling out the MDT MF 93 form for a refrigerator fuel refund application, there are certain guidelines to follow to ensure that your application is processed smoothly. Below is a list of things you should and shouldn't do:

  • Do read the Important Refund Information on Page 2 carefully before starting your application.
  • Do ensure that you list only Montana tax-paid “reefer” fuel purchases on the form.
  • Do include original invoices with your application if you are submitting it by mail.
  • Do check the box if you do not want the Department of Transportation to discuss your return with your preparer.
  • Don't forget to include your original signature if you are submitting a paper application.
  • Don't submit invoices that are not clearly marked as “reefer fuel” by the dealer.
  • Don't file your application if the invoices are older than thirty-six months from the postmarked date of submission.
  • Don't assume that filing electronically relieves you of the responsibility to maintain records in case of an audit.

By following these guidelines, you can help ensure that your application for a fuel tax refund is completed accurately and efficiently.

Similar forms

The Montana Department of Transportation (MDT) Fuel Refund Application, known as the MDT MF 93 form, shares similarities with several other refund and tax-related documents. One such document is the IRS Form 8849, which is used to claim a refund of certain fuel taxes. Like the MDT MF 93, Form 8849 requires detailed information about the fuel purchased, the tax paid, and the purpose for which the fuel was used. Both forms necessitate the inclusion of original invoices to substantiate the claims, ensuring that applicants provide valid proof of their transactions.

Another similar document is the State of California's Fuel Tax Refund Claim form. This form allows taxpayers to request refunds for fuel taxes paid on fuel used for specific purposes, including agricultural and off-highway use. Much like the MDT MF 93, it requires applicants to detail their fuel purchases, provide invoices, and affirm that the claim is legitimate. Both forms emphasize the importance of maintaining accurate records in case of audits or further inquiries.

The IRS Form 720 is also comparable, as it serves as a quarterly federal excise tax return for various types of fuel, including diesel. While this form is more comprehensive and covers a wider range of taxes, it shares the need for accurate reporting of fuel purchases and tax amounts. Similar to the MDT MF 93, it requires supporting documentation to validate claims and ensure compliance with tax regulations.

In the context of navigating complex tax refund processes, the EDD DE 2501 form is another important document that individuals may need to understand. Just as various forms require detailed personal information and supporting documentation, the EDD DE 2501, known as the Claim for Disability Insurance (DI) Benefits, is essential for workers to secure temporary financial assistance during periods of disability. For comprehensive resources and guidance on this form, visit OnlineLawDocs.com, where users can find valuable information on the submission process and requirements.

The New York State Fuel Tax Refund Application is another document that aligns closely with the MDT MF 93. This application allows businesses to claim refunds on fuel taxes for specific uses, such as heating or agricultural purposes. Both forms require detailed information about fuel purchases and the associated taxes, along with original invoices to support the refund request.

The Texas Diesel Fuel Tax Refund Application is similar in its intent and structure. It allows taxpayers to recover taxes paid on diesel fuel used for qualified activities. Like the MDT MF 93, it mandates the submission of original invoices and a declaration of the fuel’s intended use. Both forms are designed to ensure that only eligible claims are processed, reinforcing the importance of proper documentation.

The Michigan Fuel Tax Refund Application also bears resemblance to the MDT MF 93. This form permits taxpayers to request refunds for fuel taxes paid on fuel used for specific exempt purposes. Both forms require applicants to provide detailed information about their fuel purchases, including dates and amounts, as well as original invoices to substantiate their claims.

The Florida Fuel Tax Refund Application is another document that aligns with the MDT MF 93. This application allows eligible entities to claim refunds on fuel taxes paid for specific uses. Both forms emphasize the need for accurate record-keeping and the submission of original invoices, ensuring that applicants can substantiate their claims effectively.

The Pennsylvania Fuel Tax Refund Application is similar as well, allowing individuals and businesses to recover taxes paid on fuel used for exempt purposes. Just like the MDT MF 93, it requires detailed reporting of fuel purchases and mandates the inclusion of original invoices to support refund requests.

Lastly, the Illinois Motor Fuel Tax Refund Application shares commonalities with the MDT MF 93. This form enables taxpayers to claim refunds for motor fuel taxes paid on fuel used for specific purposes, such as agricultural use. Both forms require comprehensive details about fuel purchases and supporting documentation, reinforcing the importance of accurate record-keeping in the refund process.

Instructions on How to Fill Out Mdt Mf 93

Completing the MDT MF 93 form requires careful attention to detail. This form is essential for those seeking a refund of Montana Diesel Tax for fuel used in refrigeration units. After filling out the form, it can be submitted electronically via email or through traditional mail. Ensure that all required information is accurate and complete to avoid delays in processing your refund.

  1. Obtain the MDT MF 93 form from the Montana Department of Transportation website or request a physical copy.
  2. Fill in the time period for the refund at the top of the form.
  3. Enter your name (Last, First, MI) or trade name in the designated field.
  4. Provide your Social Security Number (SSN) or Tax ID Number in the appropriate section.
  5. Indicate your occupation in the specified area.
  6. Complete your mailing address, including city, state, and zip code.
  7. Input your phone number for contact purposes.
  8. Fill in the tax rate, which is .2775.
  9. List the total refund request amount in the designated field.
  10. Sign the application to certify the information provided is accurate, if filing by mail.
  11. If filing electronically, check the box to certify your statement without needing a signature.
  12. Provide the name, address, signature, and phone number of the paid preparer, if applicable.
  13. Indicate whether you want the Department of Transportation to discuss your return with the preparer.
  14. Complete the section for the applicant's signature and date.
  15. List only Montana tax-paid “reefer” fuel purchases, including the date of purchase, dealer name, city, gallons purchased, and total refund amount.
  16. Submit the form via email to mdtreferrefunds@mt.gov or mail it to the address provided on the form.

Documents used along the form

The MDT MF 93 form is essential for those seeking a refund of the Montana diesel tax paid on fuel used in refrigeration units. Alongside this form, several other documents may be required or beneficial during the refund process. Below is a list of commonly used forms and documents that can assist applicants in their claims.

  • Invoices: Original purchase invoices are necessary to prove the tax paid on diesel fuel. These invoices should clearly indicate that the fuel is for refrigeration units.
  • Tax Identification Number (TIN): This number is crucial for identifying the applicant in tax records. It ensures that all claims are accurately processed.
  • Proof of Payment: Documentation showing that payment was made for the diesel fuel can support the refund claim. This may include bank statements or credit card receipts.
  • Application for Refund (Form 2): This form may be required if additional details about the refund are needed. It typically asks for more information about the fuel purchases.
  • Fuel Tax Audit Records: Keeping records of fuel tax payments can be vital in case of an audit. These records should detail all fuel purchases and taxes paid.
  • Certification Statement: If filing electronically, a statement certifying the accuracy of the information provided is often required. This ensures that the applicant acknowledges the validity of their claims.
  • Contact Information Form: A document that provides updated contact information for the applicant can facilitate communication with the Montana Department of Transportation.
  • Power of Attorney (if applicable): If someone else is filing on behalf of the applicant, this document grants them the authority to act in the applicant’s stead.
  • Record of Previous Refunds: Documentation of any past refund claims can help streamline the current application process and provide a reference for the applicant.
  • California Lease Agreement form: For those expanding their rental portfolio or moving to California, a precise understanding of the TopTemplates.info is essential to establish clear terms and avoid future disputes.
  • Electronic Filing Confirmation: If the application is submitted electronically, a confirmation of submission may be necessary to track the status of the claim.

By gathering these documents and forms, applicants can better prepare for the refund process associated with the MDT MF 93 form. Each piece of documentation plays a role in ensuring a smooth and efficient claim experience. Always keep copies of everything submitted for your records.

Misconceptions

  • Misconception 1: The MDT MF 93 form can be used for any type of fuel refund.
  • This form is specifically designed for refunds related to diesel fuel purchased for refrigeration units, commonly referred to as "reefer" fuel. Using it for other types of fuel will not be accepted.

  • Misconception 2: Original invoices are always required when filing the form.
  • If the application is filed electronically, original invoices are not necessary. However, it is still important to keep records, as they may be required during an audit.

  • Misconception 3: There is a limited time frame to submit a refund request.
  • Misconception 4: The tax rate for refunds is fixed and cannot change.
  • The tax rate for the refund is currently set at $0.2775 per gallon, but this rate may be subject to change. It is advisable to check the latest information before submitting a claim.

  • Misconception 5: Filing electronically means there are no responsibilities for record-keeping.

Example - Mdt Mf 93 Form

MONTANA DEPARTMENT OF TRANSPORTATION

Refrigerator Fuel Refund Application

Refund of Montana Diesel Tax

PO BOX 5895

HELENA MT 59604-5895

Phone: (406) 444-7270 Fax: (406) 444-5411 TTY: (406) 444-7696

www.mdt.mt.gov

This form may be filed electronically by e-mail to mdtreferrefunds@mt.gov

Please read Important Refund Information on Page 2.

Time Period for Refund:

 

 

to

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Applicant’s Name (Last, First, MI) or Trade Name:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SSN or Tax ID #:

 

 

Occupation:

 

 

 

 

 

 

 

 

 

 

 

 

 

Mailing Address:

 

 

 

 

Phone #

 

 

 

 

 

 

 

 

 

 

City:

 

 

 

State:

 

Zip + 4

 

 

 

 

 

 

 

 

 

 

Tax Rate: .2775

REQUESTED AMOUNTS

510222 Diesel

Total Refund Request:

$

 

 

Original Signature required for processing application *

If filing your application for refund electronically (via e-mail), please certify the following statement by checking this box.

I/we hereby declare and represent that the above and foregoing is a true and correct statement showing all Montana tax paid diesel purchased and entirely consumed in a refrigeration (reefer) unit by the applicant; that the invoices included are the original purchase invoices received at the time of purchase and delivery; that said claim against the State of Montana is just and wholly unpaid.

Paid Preparer’s Name:

Address:

Signature:

Phone:

Date:

Check the box if you do not want the Department of Transportation to discuss this return with the preparer above?

Applicant’s Signature: _______________________________________ Date: ________________________

*A claim for a refund that is filed electronically does not require a signature or the original invoices.

FOR OFFICE USE ONLY

File Location: _______________________ - ________ Entered: _________/________/_______-_________

Processed: ________/_______/_______ - ________ Pre-Approved: ________/________/________ - ________

Approved: ________/________/________ - ________ Postmark Date:_______/________/________ - ________

MF-93 Revised 07/2012

1

List only Montana TAX PAID “reefer” fuel purchases.

Date of

Dealer

Invoice or

Purchase

transaction

 

 

#

Name of Montana Dealer from whom the purchase was made

 

 

Dealer Name

City

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Gallons

TOTAL GALLONS

TOTAL REFUND AMOUNT (Total gallons multiplied by tax rate of $.2775)

Important Refund Information

1.Request is valid for “Montana” tax paid purchases for refrigeration (reefer) units only.

2.All invoices must be identified by dealer as reefer fuel”.

3.Original invoices must be submitted with this form except for a claim for a refund filed electronically. If submitting a claim electronically, you may complete page 2 or include a listing of your reefer fuel purchases with the same information requested with your application. A claim for refund that is filed electronically does not relieve the taxpayer of maintaining records upon which the claim for a refund is based. In the event of a fuel tax audit, records to support this claim for refund of Montana fuel tax will be required.

4.Refund applications may be filed at any time during the year and as often as you like, provided the invoices are within thirty six (36) months of the date of purchase, based on the postmarked date the refund is submitted.

5.Any person who requests a refund or credit of motor fuel tax must have evidence that the Montana motor fuel tax was included in the total fuel price paid.

Contact Information:

(406)444-7270 or e-mail mdtreferrefunds@mt.gov

MF-93 Revised 07/2012

2

Understanding Mdt Mf 93

What is the MDT MF 93 form used for?

The MDT MF 93 form is an application for a refund of the Montana Diesel Tax specifically for diesel fuel used in refrigeration units, often referred to as "reefer" fuel. This form allows individuals or businesses to claim a refund for the tax paid on diesel fuel that has been consumed in these refrigeration units.

Who is eligible to file the MDT MF 93 form?

Eligibility to file the MDT MF 93 form includes individuals or businesses that have purchased diesel fuel for use in refrigeration units and have paid Montana diesel tax on that fuel. The purchases must be documented with original invoices that clearly indicate the fuel was used in a reefer unit. Additionally, the claim must be for purchases made within the last thirty-six months.

How can the MDT MF 93 form be submitted?

The MDT MF 93 form can be submitted in two ways: by mail or electronically via email. If submitting by mail, send the completed form along with the original invoices to the Montana Department of Transportation at the address provided on the form. For electronic submissions, you can email the form and supporting documentation to mdtreferrefunds@mt.gov. Note that if you file electronically, original signatures and invoices are not required.

What information is required on the MDT MF 93 form?

The form requires various details, including:

  • Applicant's name or trade name
  • Social Security Number or Tax ID number
  • Occupation
  • Mailing address and contact information
  • Details of the diesel purchases, including dates, dealer names, and total gallons purchased

Additionally, applicants must provide a total refund request amount calculated based on the tax rate of $0.2775 per gallon.

What are the important guidelines for filing the MDT MF 93 form?

When filing the MDT MF 93 form, it is essential to follow these guidelines:

  1. Only Montana tax-paid purchases for refrigeration units are valid for refund requests.
  2. Invoices must specifically state that they are for "reefer fuel."
  3. Original invoices must accompany the form unless filing electronically.
  4. Applications can be submitted at any time, but must be within thirty-six months of the purchase date.
  5. Evidence of tax inclusion in the fuel price is required.

What should I do if I have questions about the MDT MF 93 form?

If you have questions or need assistance regarding the MDT MF 93 form, you can contact the Montana Department of Transportation at (406) 444-7270. Alternatively, you may email mdtreferrefunds@mt.gov for further clarification or support related to your refund application.