What is a 433-A Form?

Created by Brian Hyman, Modified on Mon, 9 May, 2022 at 4:40 PM by Brian Hyman

Form 433-A is an IRS Form used to obtain current financial information necessary for determining how a wage earner or self-employed individual can satisfy an outstanding tax liability. 


Form 433-A is called Collection Information Statement for Wage Earners and Self-Employed Individuals. It requires personal information, employment information, and an accounting of your personal assets, business assets, and monthly household budget.


This form is six pages long, and the IRS requires you to use it to document your financial situation when you ask for an offer in compromise. The agency then uses the information to determine your "reasonable collection potential" on your tax debts.


An offer in compromise is a way to settle your tax debt for less than the amount that you owe, which is agreeable to the IRS if you meet certain requirements. The decision will be based on your unique circumstances, including your income, your expenses, how much equity you have in various assets, and how much of the debt the IRS thinks you are reasonably able to pay.

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