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 January 1, 2018;
  • 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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CDTFA-101-DMV (FRONT) REV. 2 (1-18)
STATE OF CALIFORNIA
CLAIM FOR REFUND OR CREDIT
CALIFORNIA DEPARTMENT OF TAX AND FEE ADMINISTRATION
FOR TAX PAID TO DMV
(Instructions on back)
NAME OF OWNER
OWNER’S SOCIAL SECURITY NUMBER* OR FEDERAL EMPLOYER NUMBER
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
VIN/HIN
MAKE AND YEAR
DATE OF PURCHASE
DATE TAX PAID
PURCHASE PRICE
The overpayment at Department of Motor Vehicles (DMV) described above was caused by:
Supporting Documentation:
is attached
will be provided upon request
In general, refund requests 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.
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, Privacy Notice, regarding disclosure of the applicable social security number.
CDTFA-101-DMV (FRONT) REV. 2 (1-18)
STATE OF CALIFORNIA
CLAIM FOR REFUND OR CREDIT
CALIFORNIA DEPARTMENT OF TAX AND FEE ADMINISTRATION
FOR TAX PAID TO DMV
(Instructions on back)
NAME OF OWNER
OWNER’S SOCIAL SECURITY NUMBER* OR FEDERAL EMPLOYER NUMBER
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
VIN/HIN
MAKE AND YEAR
DATE OF PURCHASE
DATE TAX PAID
PURCHASE PRICE
The overpayment at Department of Motor Vehicles (DMV) described above was caused by:
Supporting Documentation:
is attached
will be provided upon request
In general, refund requests 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.
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, Privacy Notice, regarding disclosure of the applicable social security number.
CDTFA-101-DMV (BACK) REV. 2 (1-18)
INSTRUCTIONS FOR COMPLETING CLAIM FOR REFUND
When submitting a claim for refund, you must explain why the tax was overpaid (for example, the wrong tax rate was used, the wrong
purchase price was used, qualifying family transfer, etc.). In addition, you must provide documentation that supports the refund or
credit request. The documentation should be sufficient in detail, provide proof of the overpayment, and include a bill of sale, purchase
contract, or other documentation sufficient to confirm the purchase price and date of purchase. Please include your documentation
with your claim for refund or credit or, if the documentation is extensive, please have it readily available upon request.
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
Name of Owner: The name(s) reflected as the registered owner(s) with the DMV.
Owner’s Social Security Number/Federal Employer Identification Number: Disclosure of the applicable social security
number(s) is required (see CDTFA-324-GEN, Privacy Notice) even if the claimant is not registered with the CDTFA as there are
instances where a refund or portion thereof may be disclosed to the Internal Revenue Service. Enter the social security numbers
of both husband and wife if the claimant is a married couple. Enter the social security number(s) of the general partner(s) and the
partner’s name(s) if the claimant is a partnership. Enter the federal employer identification number if the claimant is a corporation
(including a partnership consisting of corporations).
Address: 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 and provide the Vehicle Identification Number (VIN)/Hull Identification Number (HIN) for the property along with the
Make and Year.
Date of Purchase: The date the vehicle/undocumented vessel was purchased.
**Date Tax Paid: The date the vehicle/undocumented vessel was registered with DMV.
Purchase Price: The purchase price of the vehicle/undocumented vessel.
Signature and Title or Position: The registered owner, or his or her preparer for the claim form, must sign his or her name in this
space. The preparer may be the bookkeeper, accountant, attorney, etc.
Date Signed: 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 California Department of Tax and Fee Administration have questions or require additional information. Such persons may be
employees, consultants, accountants, attorneys, etc., as designated by the registered owner.
Telephone Number: Please include your telephone number.
**In general, refund requests 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. For more information concerning the
refund and appeals process, see publication 17, Appeals Procedures: Sales and Use Taxes and Special Taxes, and publication
117, Filing a Claim for Refund.
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