# Form 433-A

URL: https://pdf.net/pdf-forms/tax-forms/form-433-a
Category: Tax Forms
Attributes: Official IRS form, Trusted by accountants

IRS Form 433-A, Collection Information Statement for Wage Earners and Self-Employed Individuals, is used to report your income, assets, expenses, and debts.

Fill out Form 433-A online easily with our editor. Just type into the empty fields, edit, and download to your device. No software needed.

## Versions

- 2025 — [download PDF](https://cdn.sanity.io/files/i16te7yp/production/27f1d801b0118fda8d07eeba1d8f520430eb1e86.pdf)

## How to Fill Out Form 433-A

1. Open the editable Form 433-A.
2. Enter your personal and household information.
3. Add your employment or self-employment details.
4. Report your assets, income, and expenses; for Offer in Compromise calculate your minimum offer amount.
5. Answer the additional financial questions.
6. Sign and attach all the applicable attachments required in the Form 433-A instructions.

## Facts

### What Is Form 433-A Used For?

The Internal Revenue Service (IRS) uses Form 433-A or Collection Information Statement for Wage Earners and Self-Employed Individuals to understand your full financial situation. It helps them review your income, expenses, assets, and debts to decide how you can repay your tax balance.

There are two versions of the form:

1. Standard Form 433-A (individuals) is used during IRS collection cases to determine your ability to pay or qualify for payment plans.
2. Form 433-A (OIC) is used when applying for an Offer in Compromise and includes extra sections to calculate the minimum offer amount.

### Who Should Use a Form 433-A?

You should use a Form 433-A when the IRS needs a detailed breakdown of your financial situation to assess how you can resolve a tax debt. The standard Form 433-A is typically required for wage earners, the self-employed, or anyone asked to demonstrate their ability to pay.

On the other hand, Form 433-A (OIC) is specifically designed for taxpayers submitting an Offer in Compromise alongside Form 656.

### When Is Form 433-A Due?

The standard Form 433-A is due when the IRS requests financial information during a collection case, and the deadline will be outlined in the notice or by the assigned agent. Conversely, Form 433-A (OIC) is due when you submit your Offer in Compromise application, usually alongside Form 656.

### What Happens If Form 433-A Is Not Submitted?

If you do not submit Form 433-A, the IRS may be unable to assess your financial situation. Form 433-A (individuals) is often required to determine your eligibility for payment plans or other relief options, so not providing it may limit your options. Also, if this form is requested during collection proceedings and not provided, the IRS may proceed with enforced collection actions, including tax liens or levies.

On the other hand, if you are applying for an Offer in Compromise, failing to include Form 433-A (OIC) can result in your application being returned without review.

### How and Where Do I File a Form 433-A?

How and where you file a Form 433-A depends on which version you are using. Form 433-A (individuals) is typically sent to the IRS office or agent handling your collection case, either by mail or as instructed in your notice.

Form 433-A (OIC) is filed as part of your Offer in Compromise package and must be mailed with Form 656 and all supporting documents to the IRS address listed in the instructions.

## Related forms

- [Form 9465](https://pdf.net/pdf-forms/tax-forms/form-9465)
- [Personal Financial Statement Form](https://pdf.net/pdf-forms/financial-forms/personal-financial-statement)
- [1040 Form](https://pdf.net/pdf-forms/tax-forms/1040-form)
- [Schedule C (Form 1040)](https://pdf.net/pdf-forms/tax-forms/schedule-c-form-1040)
- [Schedule SE (Form 1040)](https://pdf.net/pdf-forms/tax-forms/schedule-se-form-1040)