Independent form guide. BrieflyGo is not affiliated with or endorsed by IRS, USCIS, SSA, DOL, or any U.S. government agency. Official forms are sourced from public government websites.
Official form guide
Form 433-HSP: 433-H (sp)
IRS Form 433-H (sp) is a Request for Installment Payment Plan form used to request a payment plan with the IRS. This version, dated 07/24, requires filers to note their total debt amount.
Need help with Form 433-HSP?
Open it in the AI Editor for field guidance, checks, and PDF export.
Need help? AI Editor guides you through every field of Form 433-HSP.
Start filling →Form Overview
IRS Form 433-HSP - 433-H (sp)
IRS Form 433-H (sp) is a Request for Installment Payment Plan form used to request a payment plan with the IRS. This version, dated 07/24, requires filers to note their total debt amount.
Risk Radar
Scan points- 1Do not list a desired monthly payment date after the 28th of the month on Part 1.
- 2Failing to list all debts on Line 1 and Line 2 of Part 1.
- 3Proposing a monthly payment amount that is too low or too high.
- 4Not indicating the desired month/day for payments on Part 1, Line 7.
- 5Omitting required financial data in Sections A through G of Part 2.
Plain English
This form allows someone to ask the IRS for permission to pay off their tax bill over time instead of all at once. By submitting this Form 433-H (sp), the filer agrees to make regular payments and comply with future tax obligations. The payment plan helps manage debt accumulation by setting a manageable monthly amount.
Submission Date
- Filing date: 2024-09-04 22:10:25
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
AI co-pilot
Fill it faster. Catch mistakes before you file.
What this form is for
- Use this form when you earn wages, are requesting an installment payment plan, and your tax liability exceeds $50,000 or you cannot pay it within 72 months.
- Do not use this form when you can pay your total balance in full within 180 days; instead, call the number provided on your notice.
- Check Form 2159(sp) instead when requesting payment via payroll deduction.
Form selector
Use this form or another form?
You are bankrupt or have an accepted Offer in Compromise
The form instructs you to consult the 'Bankruptcy' or 'Offer in Compromise' sections within the instructions.
✓ Check Part 1, Section A.
Your tax liability is $50,000 or less AND you can pay it within 72 months
You may be able to set up a payment plan online instead of using this form.
✓ Check the advice box on Form p.1.
You are filing for an installment plan but have no existing debt listed in your notice
Ensure you accurately list all owed amounts across lines 1 and 2 of Part 1.
✓ Check Part 1, Lines 1 & 2.
Deadline or filing window
The IRS does not state a specific filing deadline for Form 433-H (sp). However, when proposing payments, the filer must select a first payment date no later than the 28th. No extension period is mentioned in this excerpt.
Checklist
What you need before filling it out
Total Debt Amount (Part 1, Line 1)
The total amount owed as shown on your tax return(s) or notice(s) · Part 1
Monthly Payment Amount (Part 1, Line 6)
The specific dollar amount you can pay each month. · Part 1
Payment Date (Part 1, Line 7)
The date you wish to make the payment each month; must not be after the 28th. · Part 1
ACH Authorization
Your signature authorizing electronic debit from your bank account. · Part 1 (Section 8)
Property Valuation (Part 2, Section B)
The current value of the real property being listed. · Part 2 (Section B)
Other Assets Listed (Part 2, Section C)
Details for items like vehicles or life insurance policies. · Part 2 (Section C)
Before you submit
- 1Ensure all required fields on Form 433-H (sp) are completed.
- 2Verify your full name and address match your last filed tax return.
- 3Confirm you have indicated if your provided address differs from the last filing.
- 4Check that Part 1, Line 6 reflects the maximum affordable monthly payment to limit accruing charges.
- 5If authorizing ACH payments, confirm lines 8a (Routing) and 8b (Account Number) are correct.
- 6If paying via payroll deduction, ensure you have marked the box AND attached a completed Form 2159(sp).
- 7Double-check that Part 2 includes descriptions for all major assets (Real Property in Section B, Others in Section C).
How to file this form
- 1Complete Part 1 by calculating the total debt (Lines 1+2), subtracting your initial payment (Line 4) to find the remaining balance (Line 5), and stating your proposed monthly payment (Line 6).
- 2Fill out Part 2, Sections A through G, providing detailed financial information for all income and assets.
- 3Select the appropriate boxes on Form 433-H (sp) to indicate if you are in bankruptcy or if you authorize ACH/payroll deductions.
- 4Sign the form where indicated, keeping a copy for your records before submitting it to the IRS.
Known limitations
- 1The Form 433-H (sp) applies if the filer earns wages and their tax liability exceeds $50,000 or cannot pay it within 72 months.
- 2Do not use Form 433-H (sp) if the filer can pay the balance in full within 180 days; instead, call the number on the most recent notice.
- 3If a filer has an existing payment plan, the amount listed on line 6 of Part 1 must represent the total proposed monthly payment for all tax liabilities.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
Almost done reviewing the fields?
Fillable formOpen in Editor->The current edition of IRS Form 433-H (sp) is Revision 7, dated July 2024. The source provides the form's official title and revision date but does not point to a separate page for updated information.
What changed or needs a fresh check
- Edition date — confirm the revision date reads 07/24.
- Catalog Number — ensure it is 71236M.
- Form Title — verify the title is Form 433-H (sp) / Solicitud de Plan de Pagos a Plazos y Declaración de Ingresos y Gastos.
- Payment Deadline — confirm that if you cannot pay in full, your plan must be within 72 months.
- Online Payment Option — verify the advice states online payment is possible for balances $le$ $50,000 and $le$ 72 months.
Quick Facts
Downloads
After you file
- 1Keep a copy of the submitted Form 433-H (sp).
- 2When mailing the form, include a check or money order payable to "United States Treasury" in English.
- 3Ensure the submission includes the filer's name, address, SSN or ITIN, and a daytime phone number.
- 4If submitting with a tax return, make the payment along with that return.
Sources
- SRCForm 433-H (sp) is used by wage earners who owe over $50,000 or cannot pay within 72 months [Instructions p.1].
- SRCA filer must use Form 433-H(SP) if they earn wages and their tax liability exceeds $50,000 or cannot pay it within 72 months [Form p.1].
- SRCIf the filer can pay in full within 180 days, they should call instead of using this form [Instructions p.1].
- SRCPart 1 requires noting the total debt amount on Line 1 (for both minors under 65 and those 65+). [Form p.1]
- SRCLine 7 of Part 1 requires annotating the desired monthly payment date, which cannot be after the 28th [Form p.1].
- SRCPart 2 includes Section D for listing credit cards and lines of credit [Form p.8].
- SRCSection E of Part 2 requires noting wage information for self or spouse [Form p.8].
- SRCSection F of Part 2 requires listing monthly non-wage income, including K-1 and C/D/E distributions [Form p.8].
Common confusion points
Who must file Form 433-H (sp)?
Wage earners who owe more than $50,000 or cannot pay their balance within 72 months.
→ Check if your liability is over $50,000 or exceeds the 72-month window.
What do I put on Line 1 of Part 1?
The total amount owed as shown on your tax return(s) or notice(s).
→ Ensure this matches the primary debt figure from your official documents.
When should I use Form 433-H (sp)?
Use it to request a payment plan if you are a wage earner and meet the liability/time criteria.
→ If you can pay in 180 days or less, call instead of using this form.
What is the deadline for my monthly payment date?
The desired payment date cannot be after the 28th day of the month (Line 7).
→ Confirm your desired date is on or before the 28th.
Do I need to fill out Part 2 if I have an existing plan?
Yes, you must complete it to declare income and expenses.
→ Review Sections D through F for required details.
If my payment amount isn't listed in Line 6 of Part 1, what happens?
The IRS will determine the payment by analyzing the financial information provided on the form.
What if I am a resident of Guam or U.S. Virgin Islands?
Consult Publication 570 (Tax Guide for Income from U.S. Possessions) in English.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Call the number provided on your most recent tax notice.
Questions about IRS Form 433-HSP
What is IRS Form 433-HSP used for?
This form allows someone to ask the IRS for permission to pay off their tax bill over time instead of all at once. By submitting this Form 433-H (sp), the filer agrees to make regular payments and comply with future tax obligations. The payment plan helps manage debt accumulation by setting a manageable monthly amount.
Who must file IRS Form 433-HSP?
Individuals who owe taxes must file IRS Form 433-H (sp) to request an installment payment plan, particularly those under 65 years old or 65 years and older.
What information does IRS Form 433-HSP require?
Part 1 collects the total debt amount owed, the requested monthly payment, and the desired payment date. Part 2 requires a detailed declaration of income and expenses across sections A through G.
When is IRS Form 433-HSP due?
The form does not specify a filing deadline, but if payments are being made, the filer must note a desired payment date no later than the 28th of the month.
Where do I file IRS Form 433-HSP?
If the IRS has not responded by the chosen first payment date, the initial payment should be sent to the corresponding Service Center address indicated on the form. The instructions detail what to write on the payment itself (Line 4).
How do I complete IRS Form 433-HSP?
First, complete Part 1 by totaling debts and proposing a monthly payment. Next, fill out Part 2 (Sections A-G) with financial details. The filer must also indicate if payments will be made via direct debit or payroll deduction before submitting the form.
What happens if IRS Form 433-HSP is filed incorrectly?
A payment plan can be canceled if the filer provides information that is significantly incomplete or incorrect when responding to an IRS request for a financial update.
Who must file Form 433-H (sp)?
Wage earners who owe more than $50,000 or cannot pay their balance within 72 months. Check if your liability is over $50,000 or exceeds the 72-month window.
Source transparency
Copyright & Licensing - US Government Forms
BrieflyGo links to and explains official public form sources. We are not a government agency, and this page is for general form guidance, not legal advice.
Understand the agreement before you sign it.
Review risky clauses in plain English, fix the document, and keep it moving toward signature.