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Common questions about Form 843, Claim for Refund or Abatement in Lacerte

SOLVEDby Intuit27Updated January 05, 2024

 To generate Form 843:

  1. Go to Screen 61, Claim of Refund (843).
  2. Check the box, Print Form 843 with complete return.
  3. Scroll down to the Claim/Request Information section.
  4. Enter the Amount to be refunded or abated.
  5. Select the Type of tax (Ctrl+T) from the dropdown menu.
  6. Select the Type of return (Ctrl+T) from the dropdown menu.
  7. Complete all other applicable information.

Form 843 does not offset any tax liability calculated on Form 1040.

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