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Official form guide
Form 433F: Collection/Information Statement
IRS Form 433-F is a Collection/Information Statement used to obtain current financial information for wage earners or self-employed individuals satisfying an outstanding tax liability; it requires listing Accounts Receivable owed to you.
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IRS Form 433F - Collection/Information Statement
IRS Form 433-F is a Collection/Information Statement used to obtain current financial information for wage earners or self-employed individuals satisfying an outstanding tax liability; it requires listing Accounts Receivable owed to you.
Risk Radar
Scan points- 1Do not enter bank loans in Section A when listing accounts/lines of credit.
- 2Listing bank loans in Section A instead of other accounts/lines of credit.
- 3Forgetting to list all accounts, even those with no current balance in Section A.
- 4Failing to include digital assets wallet or exchange when completing Section E2.
- 5Not attaching the required profit and loss statement for self-employment income (Section E).
Plain English
This form helps the IRS see exactly how much money you have available to pay your taxes. By filling out Form 433-F, you provide details on your income sources and various accounts. This allows the agency to determine a plan for paying off what you owe.
Submission Date
- Filing date: 2025-04-01 12:55:03
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when a wage earner or self-employed individual needs to provide current financial information to satisfy an outstanding tax liability.
- Do not use Form 433-F when you have already established an Online Payment Agreement on the IRS website (though you may submit it concurrently).
- Check Form 9465 instead when formally requesting an Installment Agreement while submitting this form.
Form selector
Use this form or another form?
You are filing to establish an Installment Agreement
This form is required alongside Form 433-F for the request.
✓ Check that you submit both forms together.
You have already set up an Online Payment Agreement
The source notes this option exists, but Form 433-F provides detailed asset/liability info.
✓ Confirm your agreement is active before filing the form.
IRS website (via https://www.irs.gov)
Your tax liability requires a large down payment to streamline the process
A large down payment can reduce penalties and interest, aiding the installment agreement.
✓ Ensure you document this planned down payment amount on Form 433-F.
Deadline or filing window
The form is used to determine payment ability for an outstanding tax liability. If requesting an Installment Agreement, Form 9465 must be submitted along with this Form 433-F. Submitting a large down payment may streamline the process and reduce penalties/interest.
Checklist
What you need before filling it out
Section A: Accounts / Lines of Credit
List all accounts, including business ones; enter N/A if a question does not apply to stocks/bonds. · Form p.3
Section B: Real Estate
Include insurance and taxes if they are part of the monthly payment. · Form p.3
Section C: Other Assets
List make, model, and year for vehicles; list Life Insurance company name in Description. · Form p.1
Other Expenses (p.4)
Specify the expense and list the minimum monthly payment you are billed. · Form p.4
Digital Assets (p.1)
Provide Amount and Value in US dollars as of today for each asset listed. · Form p.1
Before you submit
- 1Ensure all sections are completed or marked N/A where applicable.
- 2Confirm you have used additional sheets if any section is too small for the required information.
- 3Verify that Section A lists *all* accounts, even those with no current balance (excluding bank loans).
- 4Check that you have listed all real estate in Section B, including your primary residence.
- 5Confirm that for whole life insurance, you have noted its cash value in Section C.
- 6Verify the minimum monthly payment amount is entered for Delinquent State & Local Taxes (p.4).
- 7Ensure the required signatures and date are present on Form 433-F.
How to file this form
- 1Complete all sections of IRS Form 433-F, ensuring to use additional sheets when necessary.
- 2List all accounts in Section A (excluding bank loans) and detail all real estate in Section B.
- 3Detail your assets in Section C (including vehicles/life insurance details) and list specific expenses on Page 2 and 4.
- 4Sign the form, and have your spouse sign it if applicable, before submitting the completed document.
Known limitations
- 1Section A does not include bank loans when listing accounts/lines of credit.
- 2If a question on Form 433-F is not applicable, enter N/A for that item (e.g., for stock or bond entries).
- 3When calculating Net Self-Employment Income, only cash expenses are used; depreciation expenses should be excluded.
- 4For Non-Wage Household Income, do not include depreciation expenses when determining Net Rental Income.
- 5If an individual is self-employed but has no self-employment income, they enter "0" for Net Self Employment Income.
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-F is Revision 7, dated July 2024. The source provides instructions for this specific revision.
What changed or needs a fresh check
- Edition date — confirm the revision reads 07/24.
- Catalog Number — verify it is 62053J.
- Mailing address — Not stated in the official source (verify on the agency site).
- Signature — ensure both the taxpayer's and spouse’s signatures are present before sending.
Quick Facts
Downloads
After you file
- 1Retain a copy of your completed Form 433-F and all supporting documentation.
- 2The IRS may contact the filer after reviewing the form to request additional information or substantiation.
- 3If requesting an Installment Agreement, submit Form 9465 along with Form 433-F.
- 4A large down payment can streamline the installment agreement process and reduce penalties/interest.
Sources
- SRCInstructions p.3 — Form 433-F is used to obtain current financial information necessary for determining how a wage earner or self-employed individual can satisfy an outstanding tax liability.
- SRCInstructions p.3 — Section A must list all accounts, even if they currently have no balance, but do not enter bank loans in this section.
- SRCInstructions p.2 — Complete E1 for Accounts Receivable owed to you or your business; use additional sheets if necessary.
- SRCInstructions p.3 — Net Self-Employment Income is the amount earned after paying ordinary and necessary monthly business expenses (relates to Schedule C on Form 1040).
- SRCInstructions p.2 — Section F requires listing current Employer/Spouse's Employer details, including Gross per pay period and Taxes per pay period.
- SRCForm p.3 — Catalog Number is 62053J; the form revision date listed on page 2 is 7-2024.
Common confusion points
What goes in Section A vs. Section B?
Section A lists all accounts/lines of credit (excluding bank loans); Section B lists all real estate owned or being purchased.
→ Check if you are listing a standard checking account (A) or your primary home/investment property (B).
When filling out E1, what do I list besides my business's Accounts Receivable?
List federal, state, and local grants and contracts owed to you or your business in E1.
→ Ensure all sources of money owed are itemized under E1.
How is Net Self Employment Income calculated?
It is the amount earned after paying ordinary and necessary monthly business expenses; attach a copy of Schedule C or your current year profit and loss statement.
→ If you have a net loss, enter "0" for this line.
What should I put in Section G if my income comes from renting property?
List the Net Rental Income received monthly in Section G.
→ Verify that the amount reflects after paying ordinary and necessary monthly rental expenses (and is not depreciation).
If I am a wage earner, do I have to fill out all of Section F?
If you attach a copy of your current pay stub, you are not required to complete Section F.
→ Confirm if attaching the pay stub is easier than manually filling in employer/pay details.
What difference is there between Rent and Mortgage Payment?
The mortgage payment goes in Section B (Real Estate); the monthly rent amount goes into Section G (Non-Wage Household Income).
→ Do not enter your mortgage payment under the 'Rent' line item.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 1040 — The income figures listed on this form often relate to amounts reported on your Form 1040.
Questions about IRS Form 433F
What is IRS Form 433F used for?
This form helps the IRS see exactly how much money you have available to pay your taxes. By filling out Form 433-F, you provide details on your income sources and various accounts. This allows the agency to determine a plan for paying off what you owe.
Who must file IRS Form 433F?
A wage earner or self-employed individual must file IRS Form 433-F when determining how they can satisfy an outstanding tax liability.
What information does IRS Form 433F require?
The form collects information in sections like A (Accounts/Lines of Credit), B (Real Estate), E1 (Accounts Receivable owed to you or your business), and G (Non-Wage Household Income). It also details employment via Section F and credit card usage in Section D.
Where do I file IRS Form 433F?
The form must be submitted to the IRS; if you do not have access to the IRS web site, itemize your actual expenses and they will ask for additional proof. An online payment agreement may be established via https://www.irs.gov.
How do I complete IRS Form 433F?
First, list all accounts in Section A and detail real estate ownership in Section B. Next, complete Sections D (Credit Cards) and E (Business Information), then fill out employment details in Section F or non-wage income in Section G. Retain a copy of the completed Form 433-F for your records.
What happens if IRS Form 433F is filed incorrectly?
If a section on this form is too small for the information needed, using a separate sheet is required; otherwise, the IRS may contact you seeking additional documentation.
What goes in Section A vs. Section B?
Section A lists all accounts/lines of credit (excluding bank loans); Section B lists all real estate owned or being purchased. Check if you are listing a standard checking account (A) or your primary home/investment property (B).
When filling out E1, what do I list besides my business's Accounts Receivable?
List federal, state, and local grants and contracts owed to you or your business in E1. Ensure all sources of money owed are itemized under E1.
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