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IRSOther IRS Forms (4000–6999)

Official form guide

Form 433H: 433-H

Form 433‑H, Collection Information Statement for Wage Earners and Self‑Employed Individuals, is used by the IRS to gather financial details when a taxpayer requests an installment agreement or other payment arrangement. It is filed after a tax liability has been assessed and the taxpayer cannot pay the full amount at once.

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Form Overview

IRS Form 433H - 433-H

Form 433‑H, Collection Information Statement for Wage Earners and Self‑Employed Individuals, is used by the IRS to gather financial details when a taxpayer requests an installment agreement or other payment arrangement. It is filed after a tax liability has been assessed and the taxpayer cannot pay the full amount at once.

It captures monthly income, regular expenses, assets (bank accounts, real estate, vehicles), liabilities, and a proposed payment amount.

Risk Radar

Scan points
  • 1A single inaccurate number can cause the IRS to reject the entire payment‑plan request.
  • 2Leaving income fields blank or under‑reporting earnings
  • 3Misclassifying personal expenses as business deductions
  • 4Omitting a required supporting document
  • 5Signing the form with an outdated address

Plain English

Think of Form 433‑H as a financial snapshot the IRS asks for when you need a payment plan. You’ll list income, expenses, assets, and debts so the agency can decide how much you can afford to pay each month. The form is only needed for personal (not business) tax payment arrangements.

Submission Date

  • Filing date: 2025-04-01 12:55:02
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

installmentliabilityfinancialpaymentincomemonth

Hover a term to preview the meaning.

What this form is for

  • Use this form when you need an installment agreement for personal tax debt.
  • Do not use it for business entities or for offers in compromise.
  • If you are filing an Offer in Compromise, see Form 656.

Form selector

Use this form or another form?

Business tax debt

Collects business‑entity financials

✓ Verify entity type before proceeding

Form 433‑B

Offer in compromise request

Requires different eligibility data

✓ Confirm you are not seeking a payment plan

Form 656

Deadline or filing window

There is no statutory deadline, but the IRS expects a response within 30 days of the notice. Delays beyond that window can result in automatic collection actions.

  • —Monthly net income | Income – Allowable expenses | Proposed payment amount | Verify that amount meets IRS minimum

Checklist

What you need before filling it out

1

Income section

Recent pay stubs or 1099‑MISC · Most recent 2 months

⚠ Forgetting to include side‑gig earnings✕ High
2

Expense section

Utility bills, rent/mortgage statements · Last 12 months

⚠ Using outdated amounts✕ Medium
3

Asset section

Bank statements, vehicle titles · Current statements

⚠ Omitting small cash accounts✕ Low
4

Liability section

Credit card statements, loan balances · Latest statements

⚠ Misreporting balances✕ Medium
5

Signature block

Signed paper or electronic signature · Taxpayer or authorized POA

⚠ Missing signature✕ High

Before you submit

  1. 1All income fields filled with current figures
  2. 2All expense categories populated with realistic amounts
  3. 3All assets and liabilities listed with supporting statements
  4. 4Proposed monthly payment amount entered
  5. 5Required attachments attached (pay stubs, bank statements, etc.)
  6. 6Taxpayer signature and date present
  7. 7Correct IRS mailing address used
  8. 8Copy of the completed form retained for personal records
  9. 9If filing electronically, confirm upload receipt

How to file this form

  1. 1Log into your IRS Online Account or locate the notice requesting Form 433‑H.
  2. 2Download the latest 2024 edition of Form 433‑H from IRS.gov.
  3. 3Collect all required financial documents (pay stubs, bank statements, debt statements).
  4. 4Complete each section, double‑checking dollar amounts.
  5. 5Attach supporting documents and sign the form.
  6. 6Mail to the address on the IRS notice or upload through the online portal.
  7. 7Save the delivery confirmation or certified‑mail receipt.

Known limitations

  1. 1Form does not calculate the exact payment schedule; the IRS determines final terms.
  2. 2Self‑employment income may require additional Schedule C details not captured here.
  3. 3The form does not replace a formal Offer in Compromise.
  4. 4Only personal (not corporate) tax liabilities are covered.

Field map

Compact field-by-field guide

6 fields

General Info

2 items

Taxpayer Name and TIN

Full legal name and taxpayer identification number (SSN or EIN).

Requiredtext
Address

Current mailing address.

Requiredtext

Details

2 items

Required Information

Complete all applicable sections of this form according to the official IRS instructions.

Requiredtext
Amount (if applicable)

Enter the relevant dollar amount if this form involves tax calculation.

amount

Certification

1 items

Certification Statement

Read and acknowledge any certifications required by this form.

Requiredcheckbox

Signatures

1 items

Signature

Sign and date. Unsigned forms cannot be processed.

Requiredsignature
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Current form status
IRS

Form 433‑H is currently in its 2024 revision, released March 2024. No further updates have been announced for the 2025 tax year.

What changed or needs a fresh check

  • Edition date: March 2024
  • Fee: No filing fee for Form 433‑H itself
  • Mailing address: Use the address on the IRS notice you received
  • Electronic submission: Available via IRS Online Account if enrolled
  • Signature line: Must be signed by the taxpayer or authorized representative

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Quick Facts

The individual taxpayer who owes personal income tax and is asking for an installment agreement files this form.
It captures monthly income, regular expenses, assets (bank accounts, real estate, vehicles), liabilities, and a proposed payment amount.
The form is submitted after the IRS has issued a notice of tax due and the taxpayer has requested a payment plan; there is no fixed calendar deadline, but it must be returned before the IRS sets a default collection action.
Completed Form 433‑H is mailed to the IRS address indicated in the notice requesting the payment plan, or uploaded through the IRS Online Account if the taxpayer has electronic access.
Errors or omissions can delay approval, lead to a higher payment amount, or trigger enforced collection actions such as levies or liens.
Gather recent pay stubs, bank statements, and debt statements. Fill out each section with accurate dollar amounts, attach required supporting documents, sign and date the form, then mail it to the address on the IRS notice or upload it electronically. Keep a copy for your records.

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After you file

  1. 1Keep the mailed copy and any delivery proof for at least three years.
  2. 2Monitor your IRS Online Account for acceptance or request for additional information.
  3. 3If the IRS proposes a different payment amount, review the calculation and respond within the given timeframe.
  4. 4Pay the first installment by the due date indicated in the IRS response letter.
  5. 5Update the form if your financial situation changes significantly.
  6. 6Retain all future payment confirmations and related correspondence.

Sources

  • SRCForm 433‑H title and purposeIRS.gov
  • SRC2024 edition release dateIRS Forms and Publications page
  • SRCNo filing feeIRS instructions for Form 433‑H
  • SRCMailing address guidanceIRS notice instructions
  • SRCElectronic submission optionIRS Online Account FAQ
  • SRCSignature requirementForm 433‑H instructions
  • SRCMinimum payment amountIRS installment agreement policy
  • SRCNot found in provided source: exact deadline for response

Common confusion points

Form 433‑H vs. Form 433‑B

Different taxpayer types

→ Verify you are an individual, not a business

Monthly payment amount

IRS may require a minimum

→ Check the IRS minimum before proposing

Electronic vs. paper submission

Some notices only accept paper

→ Follow the address/instructions on the notice

Self‑employment income

Needs Schedule C details

→ Attach a recent Schedule C if asked

Asset valuation

Real‑estate vs. market value

→ Use current appraised or market value, not original purchase price

Workflow map

Related forms and next steps

4 signals

Before

IRS Notice of Tax Due

Current

433H

After

IRS Installment Agreement Acceptance Letter

Often used with

Form 9465 (Installment Agreement Request) when filing together

⚠ If something goes wrong

  • Request a Collection Due Process (CDP) hearing

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Source transparency

Copyright & Licensing - US Government Forms

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Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
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