Form guides

IRS tax relief forms, explained

Each guide covers what a form does, when people use it, what to prepare and what to watch for. They are educational summaries. Always download the current form and instructions from the IRS before filing.

• Form 9465Installment Agreement RequestThe paper request for a monthly payment plan when you cannot pay a tax balance in full.Read the guide
• Form 433-FCollection Information StatementA shorter financial statement the IRS may ask for when you cannot pay in full.Read the guide
• Form 433-ACollection Information Statement for Wage Earners and Self-Employed IndividualsThe detailed financial statement used for larger balances and in-depth collection cases.Read the guide
• Form 656Offer in CompromiseThe application to ask the IRS to settle a tax debt for less than the full amount owed.Read the guide
• Form 8821Tax Information AuthorizationLets a person you choose see your IRS records, without letting them speak for you.Read the guide
• Form 2848Power of Attorney and Declaration of RepresentativeAuthorizes an eligible representative to act for you before the IRS.Read the guide
• Form 843Claim for Refund and Request for AbatementUsed to ask the IRS to remove or reduce certain penalties and interest, or to claim certain refunds.Read the guide
• Form 12153Request for a Collection Due Process or Equivalent HearingUsed to ask for an independent IRS Appeals hearing after a lien or levy notice.Read the guide
• Form 8857Request for Innocent Spouse ReliefUsed to ask for relief from tax a spouse or former spouse caused on a joint return.Read the guide
• Form 4506-TRequest for Transcript of Tax ReturnA request for IRS tax transcripts, which show what the IRS has on record for you.Read the guide

Not sure which form fits? Start with the tax problem finder or compare relief options.