Asking for Money Back from the Florida Department of Revenue aka Requesting a Refund

Overpaid FDOR or sent them a check meant for someone else? You can ask for a refund – not by phone though and don’t expect it next week. Here’s what all tax refunds (except Reemployment Tax) have in common:

  1. You only got three years to claim a refund of money paid and the countdown begins the day you made payment.

  2. Your refund should be received sometime before 90 days (because on the 91st day is when FDOR is required to start paying interest and who likes paying interest?).

  3. If you paid money directly to FDOR, then you can request a refund from FDOR. If you paid money elsewhere, then you’ll have to ask for a refund from whomever you made payment to.

  4. You can call the FDOR Refunds Unit at 850.617.8585 (Monday – Friday 8 am to 5pm EST) to check on the status of your Refund.

  5. Although you may pay FDOR by electronic means, your refund will still come by way of check.

And here’s the differences you really need to pay attention to:

Reemployment Taxes

There is no form for Reemployment Tax because you cannot ask for a refund (yea I know, crazy right?). Any overpayments on the account is to be automatically refunded within 90 days (a majority of the time – 99.9% of the time – the refund is used to pay off any outstanding bills on the account and the difference – if any – is mailed). If you know there’s money to be refunded to you, you can still check on the status by calling the FDOR Refunds Unit at 850.617.8585 (Monday – Friday 8 am to 5pm EST).

Sales and Use Tax/Solid Waste Fees/Local Option Tax/Amusement Machine Certificate Fees

Complete form DR-26S to request a refund. You have the option to file a paper refund application or an online refund application. Make sure to complete everything associated with your request and attach any necessary documentation.

*For Sales and Use Tax, FDOR really pushes for you to claim any refund requests on your lawful deduction line and you can find out more about this line here. And honestly, it’s an easier and faster method to claim your refund on your lawful deduction line if your refund amount is low. If your refund amount is pretty high then you may still want to request a refund.

Communications Service Tax/Documentary Stamp Tax/Pollutant Tax/Nonrecurring Intangible Personal Property Tax

Complete form DR-26 to request a refund. You have the option to file a paper refund application or an online refund application. Make sure to complete everything associated with your request and attach any necessary documentation to avoid the refund process from taken longer than necessary.

Corporate Income Tax

Refunds for overpayments must be claimed on forms F-1120 (Florida Corporate Income Tax Return), F-1120X (Amended Florida Corporate Income Tax Return), or F-1120A (Florida Corporate Short Form Income Tax Return).

Complete form DR-26 to request a refund only if the payments were submitted to FDOR in error. You have the option to file a paper refund application or an online refund application. Make sure to complete everything associated with your request and attach any necessary documentation to avoid the refund process from taken longer than necessary.

Insurance Premium Tax

Refunds for overpayments must be claimed on form DR-908.

Complete form DR-26 to request a refund only if the payments were submitted to FDOR in error. You have the option to file a paper refund application or an online refund application. Make sure to complete everything associated with your request and attach any necessary documentation to avoid the refund process from taken longer than necessary.

Fuel Tax

Complete form DR-26 to request a refund ONLY if the payments were submitted to FDOR in error. You have the option to file a paper refund application or an online refund application. Make sure to complete everything associated with your request and attach any necessary documentation to avoid the refund process from taken longer than necessary.

Refunds for overpayments must be claimed on the specific forms as follows:

Undyed Diesel Consumer by Motor Coaches During Idle Time: DR-309640

Undyed Diesel Used for Off-Road or Other Exempt Purposes: DR-309639

Fuel Used for Agriculture, Aquacultural, and Commercial Fishing Purposes: DR-138

Wholesalers: DR-309632

Terminal Suppliers: DR-309631


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