Prepare a separate Form 843 for each tax period or fee year. 2 Amount to be refunded or abated From to Type of tax or fee. Use Form 843 if your claim or request involves a a refund of one of the taxes other than income taxes or an employer s claim for FICA tax RRTA tax or income tax withholding or a fee shown on line 3 b an abatement of FUTA tax or certain excise taxes or c a refund or abatement of interest penalties or additions to tax for one of the reasons shown on line 5a. Do not use Form...
irs form 843

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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 Abatement Request.

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 IRS 843 PDF form should clearly state:

  • Claimant and their spouse (name and SSN)
  • Address
  • Period
  • Amount requested to be refunded
  • Identification of a tax/fee and a penalty
  • Original return
  • Explanation
  • 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.

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Instructions and Help about form 843 irs

Hello everyone today I'd like to discuss the form 843 claim for refund and request or abatement this is the form that is used to request a penalty and interest abatement now what is an abatement you ask an abatement is a reduction or the elimination of the penalties in interest and again the form 843 is the form that the IRS requests that a taxpayer complete when they're requesting a penalty and interest abatement now this form is not just for anyone to use and you can't use this form just to try to get out of pain penalties and interest on your tax debt that you've not paid just because you've not paid it in order to request a penalty abatement penalty and interest abatement you have to have quote unquote reasonable cause and as with everything else the IRS looks at these situations on a case-by-case basis an example of reasonable cause would be if you receive the erroneous information from an IRS tax agent or you received the erroneous information from your tax professional that caused you to have a tax debt that you were not able to pay and penalties and interest accrued on that those are some examples of reasonable cause examples of what is not considered a reasonable causes the simple fact of saying I didn't or I just didn't get around to it or you know I I had no idea so those those excuses will not fly with the IRS so if you're going to request a penalty and interest abatement do make sure that you have a pretty good reason otherwise it's going to be denied now the form 843 is a one-page form in my opinion it's not difficult to complete you can complete it yourself but if you're not sure some of the information that's requested of the form you may want to seek the help of a reputable qualified tax professional to assist you with the form now granted none of the services that the IRS offers is their fee for other than like maybe an application fee or something like that but for the form 843 there is not a fee to submit a penalty and interest abatement requests and again if you feel comfortable enough you can complete it yourself now the main part of the form 843 that probably want to be concerned about is line item number seven because that is where you would explain why you think the abatement should be approved and you have to provide other detailed information as well so again the form 843 is used when you want to request penalty and interest abatement when you think that penalties that have been unfairly charged to you again erroneous information has been provided to you you can go ahead and submit this form now there is a certain time period that you have to submit this form so for more information on that you can go to the IRS website at www.archives.gov/calendar on the form 843 and you may also want to refer to the instructions for the form 843 which will give you line by line instructions as to how to complete the form again this will help individuals who have tax debt who shouldn't have had that tax that to begin with and...