IRS Form 433-F: Collection Information Statement
Form 433-F is a collection information statement that tells the IRS about your income, expenses, assets and debts. The IRS may ask for it before setting up some payment plans or deciding how to collect a balance. It gives a picture of what you can afford to pay each month.
What this form is for
It collects household income, monthly living costs, bank accounts, property and debts, so the IRS can review your ability to pay.
When people usually use it
People fill it out when the IRS asks for financial details during a payment plan request, or after a collection letter.
What to have ready
- Recent pay stubs and bank statements
- Monthly bills such as rent, utilities and car payments
- Balances of loans and credit cards
Notices that mention it
- IRS Notice CP504: Notice of intent to levy
- IRS Letter LT11: Final notice of intent to levy
- IRS Notice CP90: Intent to levy and right to a hearing
- IRS Notice CP14: Balance due
Related forms
- Form 9465: Installment Agreement Request
- Form 433-A: Collection Information Statement for Wage Earners and Self-Employed Individuals
- Form 656: Offer in Compromise
Read the IRS page
IRS.gov page for Form 433-F (opens in a new tab). The IRS page is the final word on this form.
Frequently asked questions
What is IRS Form 433-F?
Form 433-F is a collection information statement that tells the IRS about your income, expenses, assets and debts. The IRS may ask for it before setting up some payment plans or deciding how to collect a balance. It gives a picture of what you can afford to pay each month.
Where do I get Form 433-F?
The current version and instructions are on the IRS page for Form 433-F at https://www.irs.gov/pub/irs-pdf/f433f.pdf. Download it there so you have the right revision.
Do I need to file Form 433-F?
It depends on your situation. Read the IRS page and the instructions, and if a letter mentioned Form 433-F, read what that letter asks for. OweRight does not give tax advice.
What should I have ready for Form 433-F?
A good starting list is: recent pay stubs and bank statements; monthly bills such as rent, utilities and car payments; balances of loans and credit cards. The instructions on IRS.gov list everything the form asks for.
If you have an IRS letter
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OweRight is not the IRS and does not give tax or legal advice.