Filing a Claim

Documentation for Form 843

Attach these documents to Form 843:

• A copy of Form W-2 to prove the amount of Social Security and Medicare taxes withheld
• A copy of the original visa
• Form I-94 (or other documentation showing the dates of arrival or departure)
• If in F-1 or J-1 immigration status, documentation showing permission to work in the U.S.
• If in optional practical training or employment due to severe economic necessity, documentation showing permission to work in the U.S.
• A statement explaining the taxpayers' attempt to recover the taxes through their employer, including any amounts recovered and amounts for which the employer will be credited. Refer to Form 8316 for information needed to process your claim. It is highly recommended that you use Form 8316 for this purpose