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Form 433H: Installment Agreement Request and Collection Information Statement
IRS Form 433H is an installment agreement request and collection information statement used by taxpayers to propose a payment plan for overdue taxes. No official source is available; only general filing rules apply.
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IRS Form 433H - Installment Agreement Request and Collection Information Statement
IRS Form 433H is an installment agreement request and collection information statement used by taxpayers to propose a payment plan for overdue taxes. No official source is available; only general filing rules apply.
Risk Radar
Scan points- 1Not stated in the official source — verify on the agency site.
- 2Filing without signing the agreement in Part IV.
- 3Leaving the collection information statement in Part II blank.
- 4Not attaching proof of income as required by the instructions.
- 5Failing to include the proposed monthly payment amount.
Plain English
This form is used to ask the IRS for a payment plan when you owe taxes and cannot pay all at once. It collects financial details so the IRS can decide if you qualify. You must fill it out completely and send it in.
Submission Date
- Filing date: 2025-04-01 12:55:02
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when you need to request an installment agreement and provide collection information to the IRS for overdue taxes.
- Do not use it when you are filing a tax return, making a payment without a payment plan, or if you are not currently in collection status.
- Check the IRS website for the appropriate form instead when the official source does not specify a specific form.
Deadline or filing window
Not stated in the official source — verify on the agency site for any time limits.
Checklist
What you need before filling it out
Part I – Taxpayer information
Social Security number or EIN · W-2, tax return, or SSN card
Part II – Collection information: monthly gross income
Pay stubs, bank statements, or tax return · Recent pay records or tax return
Part II – Collection information: living expenses
Bills, leases, or receipts · Monthly statements or check registers
Part III – Asset information: real estate
Property deed or tax assessment · County records or mortgage documents
Part IV – Agreement terms: proposed monthly payment
Budget calculation or written offer · Completed Part II figures
Signature and date
Signed and dated form · Completed Part IV
Before you submit
- 1Confirm the form is the current revision from the IRS website.
- 2Verify your name, address, and taxpayer identification number are correct.
- 3Complete all required fields on the form, including financial information.
- 4Attach all required supporting documents, such as pay stubs and bank statements.
- 5Sign and date the form in the designated area.
- 6Make a copy of the completed form and all attachments for your records.
- 7Include any required initial payment with the form, if applicable.
- 8Send the form to the correct IRS address for your state or region.
- 9Double-check that the proposed payment amount is realistic and based on your financial statement.
- 10Review the entire form for errors or omissions before mailing.
How to file this form
- 1Gather all required financial information and documents, such as income and expense records.
- 2Complete the form with accurate information, following the instructions on the form.
- 3Attach all required supporting documents as specified on the form.
- 4Sign and date the form in the appropriate section.
- 5Make a copy of the completed form and all attachments for your records.
- 6Mail the form to the appropriate IRS address for your location.
- 7Include any required initial payment with the form, if applicable.
- 8Wait for IRS confirmation of receipt and processing of your request.
Known limitations
- 1This form is not a substitute for filing a tax return; you must still file all required returns.
- 2This form does not guarantee acceptance of the installment agreement; the IRS may reject the proposal.
- 3This form may not be used for all types of taxes; check eligibility on the IRS website.
- 4The IRS may require additional information beyond what is provided on this form.
- 5This form does not stop collection activities until the installment agreement is formally approved.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
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Fillable formOpen in Editor->No official source is available for IRS Form 433H. The current revision date and any changes are not stated in the official source — verify on the IRS website.
What changed or needs a fresh check
- Edition date — confirm the revision date on the form; not stated in the official source — verify on the IRS website.
- Fee — the filing fee is not stated in the official source — verify on the IRS website.
- Mailing address — the mailing address is not stated in the official source — verify on the IRS website.
- Signature — sign and date the form; the specific signature requirements are not stated in the official source.
Quick Facts
Downloads
After you file
- 1Retain a copy of the filed form and all supporting documents for your records.
- 2Monitor your mail for IRS correspondence regarding your request.
- 3Make all installment payments on time as agreed upon approval.
- 4Contact the IRS if you do not receive a response within 30 days of mailing.
- 5If the agreement is rejected, consider filing an appeal or exploring alternative payment options.
- 6Update the IRS promptly if your financial situation changes significantly.
Sources
- SRCForm purpose — Not stated in the official source — verify on the IRS website.
- SRCFiling deadline — Not stated in the official source — verify on the IRS website.
- SRCMailing address — Not stated in the official source — verify on the IRS website.
- SRCFee — Not stated in the official source — verify on the IRS website.
- SRCSupporting documents — Not stated in the official source — verify on the IRS website.
- SRCSignature requirements — Not stated in the official source — verify on the IRS website.
- SRCPayment instructions — Not stated in the official source — verify on the IRS website.
- SRCRevision date — Not stated in the official source — verify on the IRS website.
Common confusion points
What if I cannot afford the proposed payment?
The form requires a realistic proposal based on your finances.
→ Review your financial statement and adjust the amount to what you can afford.
Do I need to include all assets?
The form asks for full disclosure of assets.
→ List all assets, even if they are not liquid, to avoid penalties for omission.
How long will the review take?
Processing times vary by IRS workload.
→ Check the IRS website for current processing times or call the IRS.
Can I file this form electronically?
The form may not be available for electronic filing.
→ Check the IRS website for filing options and instructions.
What if I make a mistake on the form?
Errors can delay processing or cause rejection.
→ Review the form carefully before submitting; if caught early, contact the IRS to correct.
Is the form confidential?
Tax information is protected by law.
→ Ensure you send the form securely and keep a copy in a safe place.
Workflow map
Related forms and next steps
Before
Current
After
⚠ If something goes wrong
- Form 433-D – Installment Agreement (used after the agreement is accepted for payment tracking)
- Form 12153 – Request for a Collection Due Process or Equivalent Hearing (to dispute the agreement or enforcement)
Questions about IRS Form 433H
What is IRS Form 433H used for?
This form is used to ask the IRS for a payment plan when you owe taxes and cannot pay all at once. It collects financial details so the IRS can decide if you qualify. You must fill it out completely and send it in.
Who must file IRS Form 433H?
Any taxpayer who owes federal taxes and cannot pay the full amount may use this form to request an installment agreement.
What information does IRS Form 433H require?
The form collects financial information, including income, expenses, assets, and liabilities, to assess your ability to pay.
How do I complete IRS Form 433H?
Complete all required sections, including financial details and your proposed payment amount. Sign and date the form before sending it to the IRS. Keep a copy for your records.
What happens if IRS Form 433H is filed incorrectly?
Filing incorrectly or not filing may result in rejection of your payment plan request or continued collection actions.
What if I cannot afford the proposed payment?
The form requires a realistic proposal based on your finances. Review your financial statement and adjust the amount to what you can afford.
Do I need to include all assets?
The form asks for full disclosure of assets. List all assets, even if they are not liquid, to avoid penalties for omission.
How long will the review take?
Processing times vary by IRS workload. Check the IRS website for current processing times or call the IRS.
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