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Offer in Compromise (OIC)

An Offer in Compromise allows you to settle your tax debt for less than the full amount you owe. The IRS may accept an OIC if it represents the most they can expect to collect within a reasonable time.

Timeline

The IRS does not publish a processing time on its offer in compromise page

Cost

An application fee and an initial payment apply

How the IRS decides

The IRS states it generally approves an offer when the amount offered represents the most it can expect to collect within a reasonable period of time. It names the factors it considers: ability to pay, income, expenses and asset equity. It publishes a Pre-Qualifier tool for a preliminary view.

Key Takeaways

  • Settle tax debt for less than owed
  • Most offers are not accepted
  • Takes 7-12 months to process
  • Requires full financial disclosure

Best For

  • Taxpayers who cannot pay their full tax liability
  • Those facing financial hardship
  • People with limited assets and income
  • Those with older tax debts approaching the collection statute

Requirements

  • 1
    All required tax returns must be filed
  • 2
    Not in an open bankruptcy proceeding
  • 3
    Must be current on estimated tax payments (if applicable)
  • 4
    Must make required payments while OIC is being considered
  • 5
    An application fee, which the IRS waives under its low-income certification. Current amount is on the IRS offer-in-compromise page.

How to Apply for Offer in Compromise (OIC)

1

Pre-Qualification

The IRS publishes a Pre-Qualifier tool for a preliminary view. Eligibility is decided by the IRS on your full financial position.

2

Gather Documents

Collect financial statements, bank records, pay stubs, and asset documentation.

3

Complete Forms

Fill out Form 656, Form 433-A (individuals) or 433-B (businesses), and supporting schedules.

4

Submit Application

Send your OIC package with the application fee and initial payment.

5

IRS Review

An IRS examiner reviews your financial situation and may request additional information.

6

Decision

IRS accepts, rejects, or returns your offer. You can appeal a rejection.

7

Payment & Compliance

Pay the accepted amount and remain compliant for 5 years.

Advantages

  • The IRS states it suspends other collection activities while it evaluates an offer.
  • Published grounds: Doubt as to Collectibility, and two Effective Tax Administration grounds.
  • The IRS publishes a low-income certification that removes the application fee and the initial payment.
  • It addresses the liability itself rather than only the penalties on it.

Disadvantages

  • The IRS states it may file a Notice of Federal Tax Lien while an offer is under consideration.
  • An application fee and an initial payment apply unless the low-income certification does.
  • Non-refundable payments and fees are applied to the tax liability.
  • The IRS decides, on your full financial position. No tool or page can tell you the outcome.

Frequently Asked Questions

How much will the IRS accept?
The IRS will generally accept an amount equal to or greater than your Reasonable Collection Potential (RCP) - the amount they believe they could collect from you through other means.
Can I make payments on an OIC?
Yes. You can choose a lump sum offer (pay within 5 months) or periodic payment offer (pay over 6-24 months). Lump sum offers often result in lower settlement amounts.
What if my OIC is rejected?
You have 30 days to appeal a rejection. During the appeal, collection activity remains on hold. If ultimately rejected, you can explore other options like installment agreements.
Do I need a professional to file an OIC?
While not required, the IRS decides on your full financial position. Tax attorneys, CPAs, and Enrolled Agents understand IRS procedures and can properly document your case.

Is OIC Right For You?

Read what the IRS publishes about each program. Eligibility is determined by the IRS on your full circumstances.

Other Options

Payment Plan

Taxpayers with steady income who can afford monthly payments

CNC Status

Taxpayers experiencing severe financial hardship

Penalty Relief

Situations where the same return type was filed on time for the prior three years and no penalty was assessed in that window — the timely compliance history the IRS tests for administrative relief

Pay in Full

Taxpayers who have the funds available now and want to stop interest and penalties from growing further

Short-Term Plan

Taxpayers who can pay the full balance within 180 days and want to avoid any setup fee

Guaranteed IA

Individuals whose income tax liability, excluding penalties and interest, is small enough to meet the published limit

Simple Payment Plan

Individual, out-of-business sole-proprietor, or non-trust-fund business taxpayers whose balance is at or below the published threshold

Full-Disclosure IA

Balances above the Simple Payment Plan's aggregate threshold

Appeals / CDP

Someone who disagrees with a specific IRS collection action — a lien filing, a levy, or a rejected/modified/terminated installment agreement

Innocent Spouse

A joint filer who did not know about, and had no reason to know about, errors the other spouse made on a joint return

Injured Spouse

A joint filer whose share of a joint refund was applied to the other spouse's separate debt — back taxes, child support, federal student loans, or other debts subject to offset

Bankruptcy

Understanding, in general terms, what the Bankruptcy Code says determines whether an income tax debt can be discharged

Details

Timeline

The IRS does not publish a processing time on its offer in compromise page. It states that an offer is automatically accepted if it does not make a determination within two years of the IRS receipt date, not counting any appeal period.

Costs

An application fee and an initial payment apply. The IRS states that under its low-income certification you do not have to send either. For a lump sum offer the IRS states the initial payment is 20% of the total offer amount; for periodic payment offers you continue paying monthly while it considers the offer. Current fee amounts are on the IRS offer in compromise page.

How the IRS decides

The IRS states it generally approves an offer when the amount offered represents the most it can expect to collect within a reasonable period of time. It names the factors it considers: ability to pay, income, expenses and asset equity. It publishes a Pre-Qualifier tool for a preliminary view.

Sources

Last reviewed 2026-08-20. Sourced to primary IRS materials and editorially reviewed. Not reviewed by a tax professional. Not tax advice. Report a correction.