Forms For Downloading


Form Type
Description of Form

Form 433-F Collection Information Statement
Use to provide current financial information for determining ability to satisfy unpaid taxes.

Form 9465 - Installment Agreement Request
Use to request a monthly installment payment plan. Guaranteed Payment Plan is for paying amount due in 36 months. Streamlined Payment Plan is for paying amount due in 72 months.


What is Form 433-F?

Form 433-F is used to provide current financial information to determine your ability to pay off income taxes. The form is filed along with the IRS installment payment form (Form 9465 Installment Agreement Request), along with any down payment being made.


Who should or can use it?


Form 433-F is normally used to collect information from taxpayers who owe over $50,000 in taxes. It is a two-page snapshot of a taxpayer’s financial situation that the IRS can use to see, if after taking into consideration total monthly income less total monthly living expenses and other financial obligations that there is enough money left over to make payments as requested on the IRS installment payment form.

If a taxpayer finds they cannot afford to make any payment, form 433-F can be filled and filed without an IRS installment payment form. A letter should be written requesting a “Currently Not Collectible” status. In this case the IRS is requested to hold off on collection actions. The IRS will evaluate the taxpayer’s financial situation yearly thereafter to see if finances improve.


How does it work and what goes into it?


When a taxpayer uses an IRS installment payment form the process is very much like applying for a loan. When you apply for a loan you tell where you work, your address, phone and social security numbers, and information about your finances.

To get an IRS installment payment form evaluated by the IRS, form 433-F has sections to list bank accounts, savings and retirement accounts, values of property being purchased or owned, and assets like cars, boats, RV’s, and other things of value. There is a section for business owners to provide details on business accounts., and a section to show employment information.

The final section is where you share information on you monthly household spending for living expenses and other obligations.

If you have not yet filed your tax return, you can file your return by including it along with the Form 433-F, Form 9465, and your down payment.


What is Form 9465?

Form 9465 the IRS installment payment form is used to request a payment plan when an individual can’t pay the full amount of tax owed. Because the agreement is for payments over time, like a bank or finance company, there are fees which include interest and penalties charged each month during the payment period.

The most common payment terms are for either a 36-month payment period using the IRS installment payment form known as the Guaranteed Installment Agreement, or the 72-month IRS installment payment form known as the Streamlined Installment Agreement. Form 9465 is used for either type of agreement.

Monthly payments can be made using direct debit from your bank account, credit or debit cards, or check or money order.


Who should or can use it?


You are eligible for the IRS installment payment form, the Guaranteed Installment Agreement if you don’t owe more than $10,000 for the past year, agree to pay the full amount you owe within 36 months, and during the past 5 years you (and your spouse if filing jointly) have filed all income tax returns on time and paid any income tax due.

You are eligible for the IRS installment payment form, the Streamlined Installment Agreement if you don’t owe more than $50,000 for the past year, agree to pay the full amount you own within 72 months, and you (and your spouse if filing jointly) have filed all income tax returns on time and paid any income tax due.


How does it work and what goes into it?


The IRS usually will let you know within 30-60 days after your request is received whether it is approved or denied. If the request is approved, you will receive a notice detailing the terms of your agreement and requesting a user fee.

Each month you will receive a notice showing the remaining amount you owe, and the due date and amount of your next payment. But if you choose to have your payments automatically withdrawn from your checking account (also known as a direct debit), you won’t receive a notice. Your checking account statement is your record of payment. The IRS will send you an annual statement.

PLEASE NOTE: The calculations, tools, and information provided on this website are strictly limited to U.S. Federal Individual Income Taxes reported on Form 1040 and should not be relied upon for state, corporate, or kinds of taxes.