IRS Tax Forms

Form 433-A (Financial Collection Information Statement for Individuals): This form is used by the IRS to determine an individual’s or household’s financial condition or the taxpayer’s ability to repay the IRS. This form is the basis for all resolution strategies.

Form 433-B (Financial Collection Information Statement for Businesses): This form is used by the IRS to determine a business’ financial condition or the business’ ability to repay the IRS. This form is the basis for all resolution strategies.

Form 433-D - Formal Installment Agreement: This notice informs one that they have been granted a formal repayment agreement for past due taxes with the Internal Revenue Service.

Form 656 – Offer in Compromise Application: Form used to compute and submit an Offer in Compromise.

Form 668-A – Notice of Levy: This is a one time levy of bank accounts or Accounts Receivable.

Form 668-D – Notice of Release of Levy: This form indicates that a levy has been formally released.

Form 668-W – Notice of Levy: This form indicates that there is a continuous levy on one’s wages also known as a wage garnishment.

Form 668-Y – Notice of Federal Tax Lien: This notice formally indicates there is a federal lien on one’s assets and that it will normally not be removed until the liability is paid in full. One may file a Collection Appeal Process Request (Form 9423) to appeal a Federal Tax Lien.

Form 843 – Request for Refund: This form is used if the tax is paid in full, and reasonable cause is given in the abatement narrative or for other specific reasons for the penalties portion of the liability to be returned.

Form 900 – Tax Collection Waiver: Extends collection statute for an additional five years.

Form 911 - Application for Taxpayer Assistance Order: Form and process used when contacting the Taxpayer Advocacy Office for hardship cases also known as ATAO. This form is used when contacting this division of the IRS for the release of levies or to protect other taxpayer rights.

Form 1058 – Final Notice of Intent to Levy: This is a notice from the Collection Division of the IRS threatening that the seizure of assets may be warranted to repay the outstanding tax liability. From the date of this letter, one has 30 days to file a Collection Due Process (Form 12153) appeal to protect assets from potentially being levied.

Form 1085: Notice informing the taxpayer that returns have been prepared by the IRS.

Form 1099: Form used by companies to pay their contract workers.

Form 1153 – Trust Fund Assessment Explanation: Paperwork explaining the assessment of the Trust Fund portion of the outstanding tax liability to the ‘willful and responsible’ party for the outstanding tax liability. One has Collection Due Process (Form 12153) appeal rights which must be filed within 60 days from the date on the Form 1153 letter.

Form 2433 – Notice of Seizure: This form notifies a taxpayer that assets have been seized.

Form 2750 - Waiver of Trust Fund: This form extends the time the IRS may collect past due tax liabilities.

Form 2751 – Trust Fund Assessment: This form designates the signer as the ‘willful and responsible’ individual for the past due tax liabilities, and once signed, the tax liability will be assessed to this individual’s social security number.

Form 2758 – Specific Balance Due Installment Agreement: This form extends the statute of an Installment Agreement allowing for smaller payments over a period greater than five years.

Form 2848 – Power of Attorney and Declaration of Representation: This form is used to appoint an individual to represent you before the IRS for the specific taxes listed on this form.

Form 3174P – Final Notice of Intent to Levy from Revenue Officer: This form is used typically after a Form 1058 has been issued and acts as a refresher notice that the IRS will be moving to levy assets.

Form 4180 – Trust Fund Recovery Penalty Interview: This form is used to determine who is ‘willful and responsible’ for the Trust Fund portion of the tax liability. This form is usually completed and signed in the presence of a Revenue Officer.

Form 8821 – Tax Information Authorization Form: Form used to appoint an individual to obtain a ‘Record of Account’ or a history of tax compliancy.

Form 9423 – Collection Appeal Process Request (CAP): This form is an appeal used for federal tax liens, levy or notice of levy, seizure, denial of Installment Agreement, termination of Installment Agreement, verbal abuse from Revenue Officer, etc.

Form 12153 – Collection Due Process (CDP): This form is an appeal used for a tax lien, bank levy, or asset seizure.

CP-90 - Notice of Intent to Levy: This form is an official notice that the IRS intends to issue a levy against assets belonging to an individual or a business for outstanding tax liabilities.

Form CP 504 – Final Notice of Intent to Levy from Automated Collection Service: This form is issued to warn that seizure activity may be forthcoming if this tax issue is not addressed immediately.

CP-297 Notice of Your Right to a Hearing: This is the appeal associated with Form CP-90 indicating that you will not be receiving federal payments that may be due to you.

Form CP 2000: A form used by Automated Collection Service to change the balance or amount due on a return that has been previously filed.

Form LT11 - Intent to Levy Notice from Automated Collection Service: This is a notice from ACS indicating that assets may be seized. One has 30 days to file a Collection Due Process (Form 12153) appeal to protect assets from potentially being levied.

Form LT12 - Intent to Levy Notice from Automated Collection Service: This is a notice from ACS indicating that assets may be seized. One has 30 days to file a Collection Due Process (Form 12153) appeal to protect assets from potentially being levied.

Form SS-4: The registration form used to apply for a new Employer Identification Number (EIN).

Status 53: This status indicates that past due taxes are uncollectible at this point in time. Penalties and interest continue to accrue.

W-2: IRS form used by employers to pay their employees.

6672: This is the IRS designation for civil penalties assessed to the taxpayer for the Trust Fund portion of the uncollected past due tax liability.

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