Glossary

Form 433-F

Form 433-F is the short collection information statement used by the IRS Automated Collection System to evaluate installment agreements and hardship status for individuals with simpler finances.

How it works

Form 433-F is the short collection information statement the IRS Automated Collection System uses for installment agreements and hardship determinations when a case has not been assigned to a revenue officer. It collects the same categories as Form 433-A in less detail and is often requested over the phone.

Why it matters

Expenses are measured against IRS national and local standards rather than actual spending, which is where most disputes over an affordable payment arise.

Related: installment agreement.

Guides that cover form 433-F

Related terms

Browse the full glossary

Where this comes up in our work

Tax return preparation

Attorney-reviewed returns for individuals and businesses, including crypto and foreign reporting.

See the practice page →

Have a question about this?

Our tax attorneys handle IRS audits, crypto tax, offshore disclosures, and opinion letters for clients nationwide. Consultations are confidential.

Schedule a Confidential Consultation

Definitions are general information, not legal advice, and may not reflect the most recent changes in law.

Get Started