Who needs an 843 Form ?
Form 843 is the United States Internal Revenue Service form that should be completed by individuals who believe some of their taxes, penalties, fees, etc. have been overcharge or levied by the IRS in error. The full name of 843 Form is Claim for Refund and Request for Abatement.
What is IRS Form 843 for?
The IRS Form 843 is designed to used for filing a Claim for Refund and Request for Abatement. It requires indicating all the information necessary to make a refund to the claimant.
Is IRS Form 843 accompanied by other forms?
If a claimant decides to assign completing the form to their authorized representative, there is a need to attach Form 2848, which is Power of Attorney and Declaration of Representative to the filled out Form 843.
When an abatement of a penalty or addition to tax is requested, the package to send to the IRS also must include:
- A written request for the IRS’s advice
- IRS’s response containing an erroneous advice
Your report showing faulty or excessive tax payment.
When is Claim for Refund and Request for Abatement 843 Form due?
The submission of 843 does not have any provisions as for its due date, however, it is advisable to file your Claim for Refund and Request for Abatement form as soon as you figure out the extra charge or get a notice from the IRS.
How do I fill out IRS 843 Form?
The Completed form should clearly state:
- Claimant and their spouse (name and SSN)
- Amount requested to be refunded
- Identification of a tax/fee and a penalty
- Original return
Signature and date
Where do I send the completed IRS Form 843?
The completed and signed by the preparer, the Claim for Refund and Request for Abatement should be directed to the IRS office either on response from them or to the IRS service center where the most recent income tax return was submitted.