IRS Form 843 Claim for Refund and Request for Abatement

What Is Form 843 Used For?

A taxpayer is advised to submit the 843 Tax Form to ask tax organs to reduce the interest or penalties the government has evaluated incorrectly or request a refund of certain taxes. You have two years after paying taxes and three years after submitting an income statement to file this document for every fee or tax you want refunded or reduced.

Whether the IRS was at fault and delayed the examination of the data you submitted or taxes were unduly deducted from your paycheck, you have an opportunity to file this form or ask a representative to do it in your name. Make sure you read the guidelines on top of the form carefully and understand the terms listed in the document apply to you otherwise your request or application will not be processed - remember that every tax period and each fee or tax warrants a separate form so be ready to prepare numerous copies of Abatement Form 843 if you need to request the reduction of penalties that relate to two or more tax returns you previously submitted.

Form 843 Instructions

Follow these Form 843 instructions to ask the IRS for the reduction of interest or penalties applied wrongly or request a tax refund:

1. Identify yourself by your full name and social security number . You must also state the social security number of your spouse or the employer identification number if either applies in your case. Write down your address and telephone number and specify the name and contact information listed on your tax return if they differ from the details you submit this time.

2. Record the year or tax period outlined by this statement and enter the amount you believe must be reduced or refunded . Check the box to point out the type of fee or tax and refer to the tax code that establishes the penalty if the request or application involves it.

3. Clarify the reason you file the document - you may have discovered a miscalculation made by the IRS, tax authorities made a mistake imposing a penalty, or there was a reasonable cause permitted by legislation for not evaluating a penalty - and specify when payments took place. Choose the type of return or fee your application relates to by checking the box.

4. Use the blank space to elaborate on your request - explain why you think it must be approved and share the calculations that let you compute the amount of tax you have listed above. Enclose extra sheets of paper to provide more details if necessary.

5. Certify the documentation - in case you have a joint return with your spouse, both of you are obliged to sign the statement . The form must also contain your title if you are filing for the corporation as an officer and the actual date of signing. The instrument can be filled out and certified by a tax professional you hired to help you out - make sure they state their full name and record the details of their firm. Do not forget to send supplemental documents that further prove the points you have made via this statement.

Where to Mail Form 843?

IRS Form 843 mailing address depends on the purpose of the filing:

1. If you are submitting a request for a refund in a matter that involves estate tax, file the papers with the IRS, Attn: E&G, Mail Stop 824G, 7940 Kentucky Drive, Florence, KY 41042-2915 .

2. Send the form to the address you find in the notification you got from the IRS in case you are responding to tax authorities in regard to income tax, employment tax, or estate tax.

3. File the document with the IRS, Mail Stop 4921 BPDF, 1973 N. Rulon White Blvd., Ogden, UT 84201 if tax organs reached out to you about the trademarked medication fee.

4. In case you are filing papers to deal with tax penalties or a different reason, send the form to the service center where you are planning to submit your income statement in the future.

5. When you are contacting the IRS to refund the health insurance company fee, you must submit the documentation to the IRS, Mail Stop 4921 IPF, 1973 N. Rulon White Blvd., Ogden, UT 84201 .

6. Send the form to the service center where you submitted your latest income statement if you are requesting a zero net interest rate.