Where do I mail Form 843 for Social Security tax refund?
I'm so confused about where to send my Form 843! I've got this situation where I had two W-2s from the same employer last year and ended up overpaying my Social Security taxes. After doing some research, it looks like I need to file Form 843 to get that money back (I'm pretty sure I can't just account for this when I file my regular taxes with TurboTax). The IRS website has like a million different mailing addresses and I can't figure out which one to use. Normally I e-file through TurboTax, so I don't even know what address I'd use for my regular return. And I think they have different addresses depending on whether you're paying or getting a refund? For this Form 843, I'm requesting a refund, not sending payment. I'm in New Jersey if that matters for the mailing address. Anyone know where I should send this thing? I just want my overpaid SS tax back! Thanks for any help!
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Muhammad Hobbs
The address for Form 843 depends on where you live. Since you're in New Jersey, you should mail your Form 843 to: Department of the Treasury Internal Revenue Service Kansas City, MO 64999 This is the correct address for New Jersey residents submitting Form 843 for Social Security tax refunds. Make sure you've completed the form correctly and included all necessary documentation, especially copies of both W-2s showing the excess Social Security tax withholding. The IRS should process your request within 8-12 weeks, but delays are common these days. Keep copies of everything you send, and consider using certified mail with return receipt so you have proof of when you submitted it.
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Sasha Reese
•Thanks for the clear answer! Do I need to include anything else with the form besides copies of my W-2s? And will this delay my regular tax filing that I do through TurboTax?
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Muhammad Hobbs
•You should include copies of both W-2s that show the excess Social Security tax withholding. A brief cover letter explaining your situation can also be helpful, though not required. If possible, include calculations showing exactly how much Social Security tax was overpaid. This won't delay your regular tax filing at all. You can proceed with filing your regular tax return through TurboTax as usual. Form 843 for Social Security tax refunds is processed separately from your income tax return.
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Noland Curtis
Just wanted to share my experience with this exact situation. I was pulling my hair out trying to figure out where to send my Form 843 last year after working two jobs and overpaying Social Security. I found this amazing tool called taxr.ai (https://taxr.ai) that was a lifesaver! I uploaded my W-2s and the blank Form 843, and it quickly analyzed everything, confirmed I had overpaid, calculated the exact refund amount, and gave me the correct mailing address for my state. What really helped was that it also generated a cover letter explaining my situation to include with the form. Made the whole process way less stressful!
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Diez Ellis
•How accurate was it? I'm in a similar situation but with three W-2s from different employers. Would it work for my situation too or is it just for people with multiple W-2s from the same employer?
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Vanessa Figueroa
•Sounds like another tax service scam. Does it actually get you your money faster or just charge you for info you could get for free?
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Noland Curtis
•It was completely accurate in my case - the refund amount it calculated matched exactly what the IRS ended up sending me. The tool works for both scenarios - multiple W-2s from the same employer or from different employers. It analyzes your total Social Security withholding across all W-2s and determines if you've exceeded the annual cap. The service doesn't speed up the IRS processing time, but it saves you hours of research and prevents errors that could delay your refund. It mainly helps with ensuring your submission is correct the first time. I spent weeks trying to figure this out on my own before finding the tool, so for me the time saved was well worth it.
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Diez Ellis
Just wanted to update after trying taxr.ai that was mentioned earlier. I was skeptical at first but decided to give it a try with my three W-2s situation. The process was surprisingly simple - uploaded my documents and within minutes had everything I needed. It confirmed I'd overpaid by $827 across my three jobs, generated the completed Form 843 for me (which saved me from making mistakes), and gave me the correct address for my state (Colorado). The cover letter it created explained my situation perfectly. Just mailed everything out yesterday using certified mail as suggested. Will update when I get my refund, but the process itself was way easier than I expected!
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Abby Marshall
If you're still struggling with getting your Form 843 processed or want to check on its status, I highly recommend using Claimyr (https://claimyr.com). I had submitted my Form 843 for Social Security tax refund but hadn't heard anything for months. I tried calling the IRS directly at least 10 times but could never get through - just endless hold times and disconnections. I was about to give up when I found Claimyr through a friend. They have this system that gets you a callback from the IRS without the wait (you can see how it works here: https://youtu.be/_kiP6q8DX5c). I got connected to an IRS agent within 45 minutes who confirmed they received my form but it was sitting in backlog. The agent escalated it right there on the call and I got my refund about 3 weeks later!
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Sadie Benitez
•How does this actually work? The IRS phone lines are notoriously impossible to get through - how can some service magically get you to the front of the line?
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Drew Hathaway
•This sounds like BS. If it was that easy to reach the IRS, everyone would be doing it. You probably just got lucky with timing or something. No way this actually works consistently.
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Abby Marshall
•The service uses an automated system that dials into the IRS phone tree and navigates all the prompts for you, then waits on hold in your place. When they finally reach a human IRS agent, you get a call connecting you directly to that agent. It's basically like having someone wait on hold for you. It's not about cutting the line - you're still in the same queue as everyone else, but you don't have to personally sit there listening to hold music for hours. Instead, their system does that part, and you only get called when there's actually an agent ready to talk. I was skeptical too until I tried it. It works because most people give up after 30+ minutes on hold, but their system never hangs up.
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Drew Hathaway
I need to eat my words from my earlier comment. After waiting on hold with the IRS for over 2 hours yesterday and getting disconnected AGAIN, I broke down and tried Claimyr out of desperation. I had mailed my Form 843 over 4 months ago with no response. Holy crap, it actually worked! Got a call back in about an hour connecting me directly to an IRS agent. The agent was able to look up my form in their system and told me it had been received but was sitting in a processing backlog. They flagged it for priority processing after I explained how long I'd been waiting. Just got confirmation today that my refund is being processed and should arrive within 2-3 weeks. Wish I hadn't been so skeptical and had tried this service months ago. Would have saved me so much stress!
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Laila Prince
Just want to add another option that nobody mentioned - you might be able to file Form 843 electronically through certain tax professionals who have access to IRS e-Services. I'm a tax preparer and can submit these forms electronically for clients, which is generally faster than mailing. If you have a tax professional who does your returns, check if they offer this service. It can cut weeks off the processing time, and you don't have to worry about forms getting lost in the mail.
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Sasha Reese
•That's super helpful to know! Do regular tax preparation chains like H&R Block offer this service or is it more limited to CPAs and specialized tax professionals?
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Laila Prince
•The service is available to tax professionals who are part of the IRS e-Services program, which includes many CPAs, Enrolled Agents, and some tax preparation chains. Not all H&R Block offices offer this, but many of their locations with year-round operations do have this capability. Best approach is to call your local tax preparation office directly and specifically ask if they can e-file Form 843 for Social Security tax refunds. If the first place doesn't offer it, try a few local CPAs or Enrolled Agents in your area. The fee for this service typically ranges from $50-150 depending on the provider, but many find the faster processing time worth it.
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Isabel Vega
Quick question - does anyone know if the address is different if you're filing 843 for something OTHER than Social Security overpayment? I need to submit one for a penalty abatement request.
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Muhammad Hobbs
•Yes, the address can differ based on the reason for filing Form 843. For penalty abatement requests, you should send it to the same IRS service center where you'd file your regular tax return. If you've already submitted your return, send it to the same service center where you filed. If you haven't filed yet, use the address listed in your tax return instructions based on your state. The IRS has different service centers for different regions of the country.
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Isabella Martin
I went through this exact same situation last year with overpaid Social Security taxes from two jobs. The Kansas City address that Muhammad mentioned is correct for New Jersey. One thing I wish someone had told me - make sure to calculate your overpayment carefully before submitting. The Social Security wage base for 2024 was $160,200, so if your combined wages from both employers exceeded that amount, you likely overpaid. The excess Social Security tax rate is 6.2%, so multiply the amount over the wage base by 0.062 to get your refund amount. Also, don't forget to attach a statement explaining why you believe you overpaid - the IRS processes these much faster when they have a clear explanation. I got my refund in about 10 weeks, which was faster than I expected. Good luck!
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Keisha Taylor
•This is really helpful, thank you! I'm definitely in the overpayment situation since my combined wages were around $175,000 between the two jobs. Quick math question - when you say multiply the excess by 0.062, do I use the full amount over $160,200 or do I need to account for the fact that each employer was withholding Social Security tax separately? I want to make sure I'm calculating this correctly before I submit the form.
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