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IRS Forms

Form 433-A/433-B

IRS financial disclosure forms used to evaluate your ability to pay tax debts.

Full Definition

Form 433-A (for individuals) and Form 433-B (for businesses) are Collection Information Statements required by the IRS when evaluating your ability to pay. These forms require detailed financial information including income, expenses, assets, liabilities, and bank account information. The IRS uses this information to calculate your Reasonable Collection Potential and determine where IRS conditions are met for resolution options like Offer in Compromise, partial payment installment agreements, or Currently Not Collectible status.

What to do next

Check the notice or letter you actually received: the dates and instructions printed on it govern, not this page. The IRS page linked in Sources is the authority on the rule itself.

Sources

Last reviewed 2026-08-20 by Tax Resolution Clarity editorial.

Sourced to primary IRS materials and editorially reviewed. Not reviewed by a tax professional. Not tax advice.

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