Step 3

You will need to have the following information to complete Form 433-A: Personal information such as: address, phone number, marital status, dependents, whether you own a home or rent etc. Employer and business information including, address, phone number, any and all income for the prior three months, absolutely all expenses etc.

You will need to report all your liquid assets including bank accounts, investment accounts, credit card accounts, and insurance policies.

Other legal information you need to report to the IRS includes garnishments against your wages, any judgments against you, and whether you have ever filed for bankruptcy. You will need to list all vehicles, real estate, personal and business assets you may own.

Form 433-A is a six-page form that may take you hours to fill it out completely. Try to keep stress and frustration at a minimum as you want to fill the form out correctly. Your tax debt relief depends on it. Not to mention that you will sign Form 433-A under penalty of perjury.