Form 433-F: Simplified CIS

IRS Form 433-F is the simplified Collection Information Statement — a 2-page financial disclosure form used when the IRS does not require the full detail of Form 433-A. It captures the same categories (income, expenses, assets, liabilities) but at a summary level, with fewer line items and less granular asset breakdowns. The IRS accepts the 433-F for streamlined Installment Agreements (balances under $50,000), certain Currently Not Collectible requests, and other cases where the taxpayer's financial situation is straightforward and doesn't warrant the full 6-page 433-A.

The 433-F can significantly speed up your case. Because it requires less documentation and less detailed verification, cases filed with a 433-F often process faster than those requiring a full 433-A. However, the IRS may still request a full 433-A if the initial review raises questions — for example, if the summary-level numbers don't match IRS records, or if the taxpayer appears to own significant assets not fully disclosed on the simplified form.