Tax Dictionary – Form 433-A

IRS Definition

Form 433-A provides information necessary for determining how a wage earner or self-employed individual can satisfy an outstanding tax liability.

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If you have an unpaid tax balance and do not qualify for a streamlined installment agreement (owe $50,000 or less that can be paid in six years) or you think you can’t pay anything at this time, you will need to complete Form 433-A or Form 433-F. Both forms are collection information statements that require you to list your income and expenses. In most cases, you can file Form 433-F, but in certain circumstances, the IRS may request that you complete Form 433-A which asks for more detailed information than the 433-F.

The IRS will use the information you provide to determine your ability to pay. The information you provide will show if you can make a monthly payment or if your expenses exceed your income and you have no ability to make a payment at this time. The IRS may request that you provide proof of your income and expenses such as pay stubs, bank account statements, or credit card statements.

Learn about your options to address an unpaid tax bill.

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