IRS Forms 433-A, 433-F & 433-B,
Collection Information Statements
IRS Collection Information Statements are the most
important forms we use to determine whether or not we can do an Offer in
Compromise or an Installment Agreement. You can download the forms,
which are in Adobe PDF format. If you do not
have the Adobe Reader installed on your computer, you may download it from the Adobe web
IRS Form 433-A is the Collection Information
Statement for Wage Earners and Self-Employed Individuals. The 433-A is available as a fill-in. Fill-in forms allow you to enter information while
the form is displayed by Adobe Reader 8.1 (or whatever the latest version
happens to be) and then print the completed form. Fill-in forms give you a cleaner crisper printout for your records and for faxing.
You may, of course, print it out and complete it "manually".
IRS Form 433-A in PDF Format
IRS Form 433-F is the short form Collection
Information Statement. In the past, it was used for small dollar cases only, but
lately, the IRS Automated Collection System (telephone contact unit known as ACS) has been using it even in cases
involving over $100,000 owed. The 433-F cannot be submitted with an Offer in
Compromise. Additionally, the
Monthly National Standards shown on the second page are out of date.
Download IRS Form 433-F in
You can also
download IRS Publication 1854,
How to Prepare a Collection Information Statement, Form 433-A. While it isn't a
comprehensive guide, it is helpful. As always, let eTaxes.com know if you have any
questions on completing the form. Again, the Monthly Standards are out of date.
IRS Form 433-B is the Collection
Information Statement for Businesses.
If you (or your spouse) are self-employed
or if you own a business, you only need to complete the 433-A. If you are an
employer (you have employees that work for you), complete the 433-B. In some
cases, you may need to complete both forms. No, it isn't fun, but in most cases
it isn't that complicated.
Download IRS Form 433-B in PDF Format