Automated Tax Credit - Tax Debt Resolution
Glossary

Form 433-F – Collection Information Statement (Simplified Form)

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Form 433-F: Overview and Purpose

Form 433-F, also known as the Collection Information Statement, is a document required by the Internal Revenue Service (IRS) when a taxpayer owes back taxes or has outstanding tax liabilities. The primary purpose of this form is to collect detailed financial information from the taxpayer to assess their ability to pay off the debt and determine the appropriate resolution options.

Key Features of Form 433-F

The form includes sections for the taxpayer to provide information on their income, expenses, assets, liabilities, and other financial details. Taxpayers need to provide accurate and complete information to enable the IRS to evaluate their financial situation effectively.

Filing Requirements and Compliance

Individuals or businesses with tax debts above a certain threshold are typically required to submit Form 433-F to the IRS. Failing to provide the requested information or submitting false information can result in delays in resolving the tax debt and may lead to additional penalties.

Penalties for Non-Compliance

If a taxpayer fails to comply with the requirements of Form 433-F or provides inaccurate information, they may face consequences such as rejection of their proposed repayment plan, IRS enforcement actions, levies on assets, or wage garnishment.

Importance in Tax Resolution

Form 433-F plays a crucial role in tax resolution by helping the IRS determine the most appropriate course of action for resolving a taxpayer’s debt, such as setting up an installment agreement, offer in compromise, or other payment arrangements. Providing accurate and detailed financial information on the form is essential for a successful resolution of tax issues.

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CP21 Notice

The CP21 notice notifies taxpayers that a change has been made to their tax account, which may affect their balance due or refund amount.

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