- What it means
- The IRS wants updated financial information to decide whether your installment agreement should continue or change.
- Respond within
- 30 days from the date on the notice
- What to send
- Form 433-F or the financial information requested, by the date on the notice.
- When to get help
- If your situation has gotten worse, this is the moment to ask for a lower payment or currently-not-collectible status.
What the letter says
Plans based on your ability to pay get reviewed. The IRS wants current income, expenses, and assets.
What to do
Complete Form 433-F accurately and return it. Missing the deadline can default the plan. If you cannot afford the current payment, propose a new one with the form.
What to gather
- The notice
- Form 433-F
- Pay stubs, bank statements, and a monthly expense list
Write back
The Payment plan request cover letter tool builds the response in the order the IRS reads it. Fill it in, review it, print it, and send it with copies of the documents above and the notice stub on top.
Before you send anything
This is general information, not tax advice. Situations differ. Check with your tax advisor before you send anything. Nothing on this page creates a client relationship.