IRS Form 433-A Financial Statement for Individuals – May 2020

The IRS Form 433-A is typically requested by IRS Revenue Officers, Settlement Officers (in the context of a Collection Due Process Hearing), and other collections officers when evaluating the amount that may be collectible from a taxpayer, while also serving as a road-map for their future collections efforts such as liens and levies. As it is signed under penalty of perjury, great care should be taken to ensure it is completed accurately.

Click on the image above to download the PDF form.

This form was uploaded on 3/20/21. The IRS website should be checked for updates.