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STATE OF CALIFORNIA DEPARTMENT OF GENERAL SERVICES PROCUREMENT DIVISION DISABLED VETERAN BUSINESS ENTERPRISE DECLARATIONS STD. 843 (EST. 7/2004) Instructions: Prior to performing the contract, the

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How to fill out 843 est

01

To fill out Form 843 EST, follow these steps:

02

Start by downloading Form 843 EST from the IRS website or obtain a copy from your tax advisor.

03

Read all the instructions carefully to understand the purpose and requirements of the form.

04

Gather the necessary information and documents, such as your personal details, income details, and any supporting documentation required for the specific claim you are making.

05

Fill in your personal information in the designated fields, including your name, address, Social Security number, and tax identification number.

06

Provide detailed information about the specific tax, penalty, interest, or addition to tax you are claiming a refund for.

07

Calculate the amount you are requesting as a refund and enter it accurately on the form.

08

Attach any supporting documentation that is required to substantiate your claim. This may include original receipts, cancelled checks, or other relevant documents.

09

Double-check all the information you have entered to ensure accuracy and completeness.

10

Sign and date the form.

11

Make a copy of the completed Form 843 EST for your records.

12

Submit the form to the IRS according to the instructions provided, either by mail or electronically if applicable.

13

Note: It is recommended to consult a tax professional or the IRS guidelines for specific guidance on filling out Form 843 EST based on your individual circumstances.

Who needs 843 est?

01

Form 843 EST is typically needed by individuals or businesses who want to claim a refund of certain taxes, penalties, interest, or additions to tax paid to the IRS.

02

Here are some situations where individuals or businesses may need to fill out Form 843 EST:

03

- If you believe you have overpaid certain taxes and want to request a refund.

04

- If you have been assessed penalties, interest, or additions to tax and want to claim a refund for any amounts that you believe were wrongly imposed.

05

- If you have entered into a settlement agreement with the IRS that allows for a refund of certain taxes or penalties.

06

- If you qualify for a refund due to a special circumstance or provision outlined in the tax laws and regulations.

07

It is important to consult with a tax advisor or refer to IRS guidelines to determine if you meet the eligibility criteria to use Form 843 EST and whether it is appropriate for your specific situation.

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