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Stephen G.
Stephen G., Sr Income Tax Expert
Category: Tax
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Experience:  Extensive Experience with Tax, Financial & Estate Issues
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I purchased some airline tickets on 5/28/11 and paid the air

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I purchased some airline tickets on 5/28/11 and paid the air transportation tax on them. I now understand the authority for this tax expired on 7/23/11 for tickets purchased on or before 7/22/11. Please advise the form number required to file for a refund. TGhank you. Sidney Howard [email protected]
Submitted: 5 years ago.
Category: Tax
Expert:  Stephen G. replied 5 years ago.
Hi & thanks for using our service. I'll do my best to give you a complete & accurate answer. Please ask me to clarify anything you don't understand.

I'll get you the correct form to use. Just give me a minute.

However, what airline are you dealing with? Delta just reversed their position & they are going to issue refunds.

The IRS is encouraging all airlines to issue the refunds because the IRS is going to required documentation supporting the refund claim & evidently that is going to be difficult for some passengers.

I expect that most of the rest of the airlines will comply with the IRS request, mainly because they already have the necessary information.
Customer: replied 5 years ago.

The airlines in question are Continental and Southwest

Expert:  Stephen G. replied 5 years ago.
Here's a link to Form 843 which you can use to claim the refund on the transportation excise tax. However, based upon what's going on, I might consider waiting until things settle down with the airlines & their compliance with the IRS request to process the refunds. At this point, I believe that you have to make the request for them to process the refund, as least as far as Delta is concerned. The other's may follow suit.

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