Do I have to fill out a 433-A (collection information statement) if I am not filing an offer and compromise?

Question

I am setting up a payment plan but agreeing to the amount owed on the audit. Do I still have to fill our the 433-a?

Answer 1

Not normally unless you owe more than $25,000.

Answer 2

You don't need Form 433-A unless your liability is over $100,000, your are dealing with a revenue officer in a local office or filing an offer.  If you owe less than $25,000 and will pay in five years, a Form 9465 is plenty

Answer 3

IF you are accepting the amount IRS proposed for you to pay per month then you don't need to file Form 433-A.

IF you can't make the minimum monthly payment (which is the total amount owed divided by 60 months) the you can file form 433-F Collection Information Statement.(this is one is for individuals, and i believe the Form 433-A is busines and individual)