Form CDTFA-101-DMV "Claim for Refund or Credit for Tax Paid to Dmv" - California

What Is Form CDTFA-101-DMV?

This is a legal form that was released by the California Department of Tax and Fee Administration - a government authority operating within California. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on December 1, 2020;
  • The latest edition provided by the California Department of Tax and Fee Administration;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form CDTFA-101-DMV by clicking the link below or browse more documents and templates provided by the California Department of Tax and Fee Administration.

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Download Form CDTFA-101-DMV "Claim for Refund or Credit for Tax Paid to Dmv" - California

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IMPORTANT
The CDTFA-101-DMV form is used for overpayments of use tax made to the Department of Motor Vehicles (DMV)
by a private-party purchaser of a vehicle or undocumented vessel. If you are a licensed used motor vehicle dealer
holding a valid seller’s permit with the California Department of Tax and Fee Administration (CDTFA), and are required
to pay sales tax directly to the DMV on your retail sales of motor vehicles, please use CDTFA-101, Claim for Refund
or Credit.
You may now file a claim for refund using CDTFA’s online services at onlineservices.cdtfa.ca.gov. To submit a claim
for refund, simply log in using your username and password, and click on the account for which you want to request
a refund. The claim for refund is located under the I Want To section, More subsection. Simply select the Submit a
Claim for Refund link, and follow the prompts.
IMPORTANT
The CDTFA-101-DMV form is used for overpayments of use tax made to the Department of Motor Vehicles (DMV)
by a private-party purchaser of a vehicle or undocumented vessel. If you are a licensed used motor vehicle dealer
holding a valid seller’s permit with the California Department of Tax and Fee Administration (CDTFA), and are required
to pay sales tax directly to the DMV on your retail sales of motor vehicles, please use CDTFA-101, Claim for Refund
or Credit.
You may now file a claim for refund using CDTFA’s online services at onlineservices.cdtfa.ca.gov. To submit a claim
for refund, simply log in using your username and password, and click on the account for which you want to request
a refund. The claim for refund is located under the I Want To section, More subsection. Simply select the Submit a
Claim for Refund link, and follow the prompts.
CDTFA-101-DMV (S1F) REV. 3 (12-20)
STATE OF CALIFORNIA
CLAIM FOR REFUND OR CREDIT
CALIFORNIA DEPARTMENT OF TAX AND FEE ADMINISTRATION
FOR TAX PAID TO DMV
In general, a claim for refund or credit for use tax overpaid to Department of Motor Vehicles (DMV) must be filed
within three years from the due date of registration with the DMV or six months from the date of overpayment,
whichever period expires later. Additional instructions are available on the back of this form.
NAME OF OWNER(S)
OWNER(S) SOCIAL SECURITY NUMBER(S) (SSN)* OR EMPLOYER IDENTIFICATION NUMBER(S) (EIN)
ADDRESS (street, city, state, ZIP Code)
I hereby make a claim for refund or credit of $
, or such other amounts as may be established, in tax,
interest, and penalty in connection with:
Property type:
vehicle
undocumented vessel
VEHICLE IDENTIFICATION NUMBER (VIN) / HULL IDENTIFICATION NUMBER (HIN)
MAKE
YEAR
DATE OF PURCHASE
DATE TAX PAID
PURCHASE PRICE
THE OVERPAYMENT AT DEPARTMENT OF MOTOR VEHICLES (DMV) REQUESTED ABOVE WAS CAUSED BY:
Supporting documentation:
is attached
will be provided upon request
CERTIFICATION
I certify (or declare), under penalty of perjury, under the laws of the State of California, that the foregoing
is true and correct.
SIGNATURE
DATE SIGNED
PRINT NAME
CONTACT PERSON (if other than signatory)
TITLE OR POSITION
TELEPHONE NUMBER
TITLE OR POSITION OF CONTACT PERSON
TELEPHONE NUMBER
* See CDTFA-324-GEN, Annual Privacy Notice – No Action Needed, regarding disclosure of the applicable social security number(s).
CDTFA-101-DMV (S1B) REV. 3 (12-20)
INSTRUCTIONS FOR COMPLETING CLAIM FOR REFUND OR CREDIT FOR TAX PAID TO DMV
How to Complete the Claim Form
Name of Owner(s): Please enter the name(s) reflected as the registered owner(s) with the Department of Motor
Vehicles (DMV).
Owner(s) Social Security Number(s) (SSN)/Employer Identification Number(s) (EIN): Disclosure of the applicable
social security number(s) is required even if the claimant is not registered with the California Department of Tax and
Fee Administration (CDTFA), as there are instances where a refund or portion thereof may be disclosed to the Internal
Revenue Service.
• Enter the SSN of both spouses if the claimant is a married couple.
• Enter the SSN(s) of the general partner(s) and the name of each partner, if the claimant is a partnership.
• Enter the EIN if the claimant is a corporation (including a partnership consisting of corporations).
For more information on disclosure of the applicable SSN(s), please see CDTFA-324-GEN, Annual Privacy Notice –
No Action Needed.
Address: Enter the location address provided by the registered owner at the time of registration.
Refund Amount: Enter the amount of your claim.
Property Information:
• Please select whether the claim for refund is regarding a vehicle or an undocumented vessel registered with the
DMV.
• Provide the Vehicle Identification Number (VIN) or Hull Identification Number (HIN) for the property.
• Enter the vehicle or undocumented vessel make.
• Enter the vehicle or undocumented vessel year.
Date of Purchase: Enter the date the vehicle or undocumented vessel was purchased.
Date Tax Paid: Enter the date the vehicle or undocumented vessel was registered with DMV. In general, refund
claims for use tax overpaid to DMV must be filed within three years from the due date of registration with the DMV or
six months from the date of overpayment, whichever period expires later.
Purchase Price: Enter the purchase price of the vehicle or undocumented vessel.
The Overpayment at DMV Requested Above Was Caused By: Explain why the tax was overpaid (for example, the
wrong tax rate was used, the wrong purchase price was used, qualifying family transfer, or another reason).
Supporting Documentation: Check the box to indicate if you are attaching supporting documentation or if you
will provide it upon request. You must provide detailed documentation that supports the refund or credit amount
requested. Your supporting documentation should include proof of the overpayment, such as a bill of sale, purchase
contract, or other materials confirming the purchase price and date of purchase. Please include your documents with
your claim for refund or credit, or, if the documentation is extensive, please have it readily available upon request.
Signature: The registered owner or their preparer of the claim form must sign their name in this space.
Title or Position: Enter the title or position of the registered owner or the preparer. The preparer may be the owner’s
bookkeeper, accountant, attorney, or another authorized person.
Date Signed: Enter the date the claim form is signed.
Contact Person (if other than signatory): This line may be used to designate a person (other than the signatory)
to contact, should the CDTFA have questions or require additional information. The contact person may be an
employee, consultant, accountant, attorney, or any other person designated by the registered owner.
Telephone Number: Enter your telephone number. If a second contact person has been identified, please enter their
telephone number.
(continued on next page)
CDTFA-101-DMV (S2) REV. 3 (12-20)
Where to Send Your Claim for Refund
Please send your claim for refund or credit to the following address:
Consumer Use Tax Section MIC:37
California Department of Tax and Fee Administration
PO Box 942879
Sacramento, CA 94279-0037
For More Information
• Call our Customer Service Center at 1-800-400-7115 (CRS:711). Customer service representatives are available
Monday through Friday from 8:00 a.m. to 5:00 p.m. (Pacific time), except state holidays.
• See
publication
117, Filing a Claim for Refund.
• See
publication
17, Appeals Procedures: Sales and Use Taxes and Special Taxes.
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