MindyB
Expert Alumni

Retirement tax questions

Form 843 can be completed on paper and filed if needed.  Most taxpayers can claim the excess amount on Schedule 3 Line 11, but if your situation requires the form (usually a single employer that over-withheld), you can find it here: IRS Form 843: Claim for Refund and Request for Abatement

 

See also: Can I get a refund for excess Social Security tax withheld?