To generate Form 843:
- Go to Screen 61, Claim of Refund (843).
- Check the box, Print Form 843 with complete return.
- Scroll down to the Claim/Request Information section.
- Enter the Amount to be refunded or abated.
- Select the Type of tax (Ctrl+T) from the drop down menu.
- Select the Type of return (Ctrl+T) from the drop down menu.
- Complete all other applicable information.
*Note- Form 843 does not offset any tax liability calculated on Form 1040.