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

 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.