DianeW777
Expert Alumni

Get your taxes done using TurboTax

To make sure I am clear and we are both on the same page - If TurboTax is automatically including the social security and medicare overpayment on your return, (Schedule 3), then there is not reason to mail Form 843. Keep the statement in your records should the IRS inquire later.

 

You can e-file your tax return, but the Form 843 is independent and will be mailed to the IRS separately if you need to complete it. It's very important that you sign this form.  Include your W2s and your statement. The statement looks perfect so be sure to include that with your Form 843 should you need to mail it.  You can send that as soon as you have it ready. 

 

Do not include the amount on Schedule 3 with your tax return if you mail Form 843. 

 

 

 

 

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