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Official form guide
Form 433F: 433-F
Form 433-F, Collection Information Statement, is used by the IRS to gather financial details from taxpayers who owe a tax liability and need a payment arrangement. Submit it when the IRS requests a payment plan, offer in compromise, or other collection option.
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IRS Form 433F - 433-F
Form 433-F, Collection Information Statement, is used by the IRS to gather financial details from taxpayers who owe a tax liability and need a payment arrangement. Submit it when the IRS requests a payment plan, offer in compromise, or other collection option.
Risk Radar
Scan points- 1A single inaccurate number can cause the entire payment plan to be rejected.
- 2Leaving blanks or ‘0’ where information is required
- 3Misreporting monthly income or expenses
- 4Omitting assets such as retirement accounts
- 5Using outdated address or contact info
Plain English
The IRS asks for Form 433-F to see how much money you make, own, and spend before they decide on a payment plan or settlement. It’s a detailed questionnaire about income, assets, debts, and living expenses. Fill it out accurately so the IRS can work out a realistic payment schedule.
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 when the IRS asks for a detailed financial statement for a payment plan or offer in compromise.
- Do not use for simple installment agreements that only require Form 9465.
- If you are filing bankruptcy, consult the bankruptcy trustee; Form 433-F may not be appropriate.
Form selector
Use this form or another form?
Simple installment agreement request
Only requires a signature and basic payment amount
✓ Verify if IRS specifically asked for 433-F
Offer in compromise without detailed assets
Requires a more extensive financial statement (Form 433-A)
✓ Confirm which collection statement the IRS cited
Deadline or filing window
- —Monthly net income | Sum of wages, self‑employment, and other income minus taxes | Net monthly income | Verify all sources are included
Checklist
What you need before filling it out
Income section
Recent pay stubs, 1099s, Schedule C · Tax return or employer portal
Asset section
Bank statements, vehicle titles, retirement account statements · Account statements
Liability section
Mortgage, credit card, student loan statements · Loan statements
Expense section
Utility bills, rent/mortgage receipts, food receipts · Bills and receipts "
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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.
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Fillable formOpen in Editor->Check the most recent IRS notice you received; it will state whether Form 433-F is required and the deadline for submission.
What changed or needs a fresh check
- Edition date: Verify the form is the latest version (currently 2024 revision).
- Fee: No filing fee for Form 433-F.
- Mailing address: Use the address on the IRS notice requesting the form.
- Electronic submission: Check if the notice provides a secure upload portal.
- Signature line: Ensure the taxpayer or authorized representative signs.
- Contact info: Confirm phone number and email are current.
- Deadline_block: The IRS notice will specify a due date, typically 30 days from issuance. If no date is printed, treat the request as urgent and submit within two weeks to avoid collection action.
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