Form 433-F: Collection Information Statement
Financial statement the IRS uses to decide how much you can pay toward a tax debt, for example for an installment agreement or currently-not-collectible status.
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Instructions for filling out Form 433-F: Collection Information Statement
This template is used for official filing and documentation. Below are detailed instructions for completing, requirement details, and submission rules.
Who needs to fill out this document?
This form is designed for use by legal entities, individuals, or authorized representatives in the following cases:
- Taxpayers negotiating a payment plan.
- People asking the IRS to pause collection.
- Representatives handling collection cases.
What you will need before starting
Before filling out the interactive form, prepare the following details and documents:
Step-by-step filling process
- Personal information: Names, SSNs, address and household size.
- List accounts and assets: Sections A-C.
- Report income: Sections D-F for wage and business income.
- Report expenses and sign: Section G, then sign and send as instructed in your notice.
Frequently Asked Questions (FAQ)
Do I always need this form?
Not for smaller balances that qualify for a streamlined agreement.
What expenses are allowed?
The IRS uses national and local Collection Financial Standards to judge expenses.
What is the difference from Form 433-A?
433-A is longer and used for more complex cases or offers in compromise.
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