Form 433 D (Rev. 1 2017) 4033D F433d
User Manual: 4033D
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Form Department of the Treasury - Internal Revenue Service 433-D Installment Agreement (January 2017) (See Instructions on the back of this page) Name and address of taxpayer(s) Social Security or Employer Identification Number (SSN/EIN) (Taxpayer) (Spouse) Your telephone numbers (including area code) (Home) (Work, cell or business) For assistance, call: 1-800-829-0115 (Business), or 1-800-829-8374 (Individual – Self-Employed/Business Owners), or 1-800-829-0922 (Individuals – Wage Earners) Or write Submit a new Form W-4 to your employer to increase your withholding. (City, State, and ZIP Code) Employer (name, address, and telephone number) Financial Institution (name and address) Amount owed as of Tax periods Kinds of taxes (form numbers) $ I / We agree to pay the federal taxes shown above, PLUS PENALTIES AND INTEREST PROVIDED BY LAW, as follows $ on and $ on the of each month thereafter I / We also agree to increase or decrease the above installment payments as follows: Date of increase (or decrease) Amount of increase (or decrease) New installment payment amount The terms of this agreement are provided on the back of this page. Please review them thoroughly. Please initial this box after you’ve reviewed all terms and any additional conditions. Note: Internal Revenue Service employees may contact third parties in order to process and maintain this agreement. Additional Conditions / Terms (To be completed by IRS) DIRECT DEBIT — Attach a voided check or complete this part only if you choose to make payments by direct debit. Read the instructions on the back of this page. a. Routing number b. Account number I authorize the U.S. Treasury and its designated Financial Agent to initiate a monthly ACH debit (electronic withdrawal) entry to the financial institution account indicated for payments of my federal taxes owed, and the financial institution to debit the entry to this account. This authorization is to remain in full force and effect until I notify the Internal Revenue Service to terminate the authorization. To revoke payment, I must contact the Internal Revenue Service at the applicable toll free number listed above no later than 14 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payments of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payments. Your signature Date Title (if Corporate Officer or Partner) Date Spouse’s signature (if a joint liability) FOR IRS USE ONLY AGREEMENT LOCATOR NUMBER: Check the appropriate boxes: A NOTICE OF FEDERAL TAX LIEN (Check one box below) RSI “1” no further review AI “0” Not a PPIA HAS ALREADY BEEN FILED RSI “5” PPIA IMF 2 year review AI “1” Field Asset PPIA WILL BE FILED IMMEDIATELY RSI “6” PPIA BMF 2 year review AI “2” All other PPIAs WILL BE FILED WHEN TAX IS ASSESSED Earliest CSED Agreement Review Cycle Check box if pre-assessed modules included Originator’s ID number Originator Code Name Title NOTE: A NOTICE OF FEDERAL TAX LIEN WILL NOT BE FILED ON ANY PORTION OF YOUR LIABILITY WHICH REPRESENTS AN INDIVIDUAL SHARED RESPONSIBILITY PAYMENT UNDER THE AFFORDABLE CARE ACT. Date Agreement examined or approved by (Signature, title, function) Catalog Number 16644M MAY BE FILED IF THIS AGREEMENT DEFAULTS www.irs.gov Part 1 — IRS Copy Form 433-D (Rev. 1-2017) Form Department of the Treasury - Internal Revenue Service 433-D Installment Agreement (January 2017) (See Instructions on the back of this page) Name and address of taxpayer(s) Social Security or Employer Identification Number (SSN/EIN) (Taxpayer) (Spouse) Your telephone numbers (including area code) (Home) (Work, cell or business) For assistance, call: 1-800-829-0115 (Business), or 1-800-829-8374 (Individual – Self-Employed/Business Owners), or 1-800-829-0922 (Individuals – Wage Earners) Or write Submit a new Form W-4 to your employer to increase your withholding. (City, State, and ZIP Code) Employer (name, address, and telephone number) Financial Institution (name and address) Amount owed as of Tax periods Kinds of taxes (form numbers) $ I / We agree to pay the federal taxes shown above, PLUS PENALTIES AND INTEREST PROVIDED BY LAW, as follows $ on and $ on the of each month thereafter I / We also agree to increase or decrease the above installment payments as follows: Date of increase (or decrease) Amount of increase (or decrease) New installment payment amount The terms of this agreement are provided on the back of this page. Please review them thoroughly. Please initial this box after you’ve reviewed all terms and any additional conditions. Note: Internal Revenue Service employees may contact third parties in order to process and maintain this agreement. Additional Conditions / Terms (To be completed by IRS) DIRECT DEBIT — Attach a voided check or complete this part only if you choose to make payments by direct debit. Read the instructions on the back of this page. a. Routing number b. Account number I authorize the U.S. Treasury and its designated Financial Agent to initiate a monthly ACH debit (electronic withdrawal) entry to the financial institution account indicated for payments of my federal taxes owed, and the financial institution to debit the entry to this account. This authorization is to remain in full force and effect until I notify the Internal Revenue Service to terminate the authorization. To revoke payment, I must contact the Internal Revenue Service at the applicable toll free number listed above no later than 14 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payments of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payments. Your signature Date Title (if Corporate Officer or Partner) Date Spouse’s signature (if a joint liability) FOR IRS USE ONLY AGREEMENT LOCATOR NUMBER: Check the appropriate boxes: A NOTICE OF FEDERAL TAX LIEN (Check one box below) RSI “1” no further review AI “0” Not a PPIA HAS ALREADY BEEN FILED RSI “5” PPIA IMF 2 year review AI “1” Field Asset PPIA WILL BE FILED IMMEDIATELY RSI “6” PPIA BMF 2 year review AI “2” All other PPIAs WILL BE FILED WHEN TAX IS ASSESSED Earliest CSED Agreement Review Cycle Check box if pre-assessed modules included Originator’s ID number Originator Code Name Title MAY BE FILED IF THIS AGREEMENT DEFAULTS NOTE: A NOTICE OF FEDERAL TAX LIEN WILL NOT BE FILED ON ANY PORTION OF YOUR LIABILITY WHICH REPRESENTS AN INDIVIDUAL SHARED RESPONSIBILITY PAYMENT UNDER THE AFFORDABLE CARE ACT. Date Agreement examined or approved by (Signature, title, function) Catalog Number 16644M www.irs.gov Part 2 — Taxpayer’s Copy Form 433-D (Rev. 1-2017) INSTRUCTIONS TO TAXPAYER If not already completed by an IRS employee, please fill in the information in the spaces provided on the front of this form for: • • • • • • • Your name (include spouse’s name if a joint return) and current address; Your social security number and/or employer identification number (whichever applies to your tax liability); Your home and work, cell or business telephone numbers; The complete name, address and phone number of your employer and your financial institution; The amount you can pay now as a partial payment; The amount you can pay each month (or the amount determined by IRS personnel); and The date you prefer to make this payment (This must be the same day for each month, from the 1st to the 28th). We must receive your payment by this date. If you elect the direct debit option, this is the day you want your payment electronically withdrawn from your financial institution account. Review the terms of this agreement. When you’ve completed this agreement form, please sign and date it. Then, return Part 1 to IRS at the address on the letter that came with it or the address shown in the “For assistance” box on the front of the form. Terms of this agreement By completing and submitting this agreement, you (the taxpayer) agree to the following terms: • This agreement will remain in effect until your liabilities (including penalties and interest) are paid in full, the statutory period for collection has expired, or the agreement is terminated. You will receive a notice from us prior to termination of your agreement. • You will make each payment so that we (IRS) receive it by the monthly due date stated on the front of this form. If you cannot make a scheduled payment, contact us immediately. • This agreement is based on your current financial condition. We may modify or terminate the agreement if our information shows that your ability to pay has significantly changed. You must provide updated financial information when requested. • While this agreement is in effect, you must file all federal tax returns and pay any (federal) taxes you owe on time. • We will apply your federal tax refunds or overpayments (if any) to the entire amount you owe, including the shared responsibility payment under the Affordable Care Act, until it is fully paid or the statutory period for collection has expired. • You must pay a $225 user fee, which we have authority to deduct from your first payment(s) ($107 for Direct Debit). • In lieu of the above user fees, you may be eligible for a reduced user fee of $43. See Form 13844 for qualifications and instructions. • If you default on your installment agreement, you must pay a $89 reinstatement fee if we reinstate the agreement. We have the authority to deduct this fee from your first payment(s) after the agreement is reinstated. • We will apply all payments on this agreement in the best interests of the United States. Generally we will apply the payment to the oldest collection statute, which is normally the oldest tax year or period. • We can terminate your installment agreement if: • You do not make monthly installment payments as agreed. You do not pay any other federal tax debt when due. You do not provide financial information when requested. • If we terminate your agreement, we may collect the entire amount you owe, EXCEPT the Individual Shared Responsibility Payment under the Affordable Care Act, by levy on your income, bank accounts or other assets, or by seizing your property. • We may terminate this agreement at any time if we find that collection of the tax is in jeopardy. • This agreement may require managerial approval. We’ll notify you when we approve or don’t approve the agreement. • We may file a Notice of Federal Tax Lien if one has not been filed previously which, may negatively impact your credit rating, but we will not file a Notice of Federal Tax Lien with respect to the individual shared responsibility payment under the Affordable Care Act. HOW TO PAY BY DIRECT DEBIT Instead of sending us a check, you can pay by direct debit (electronic withdrawal) from your checking account at a financial institution (such as a bank, mutual fund, brokerage firm, or credit union). To do so, fill in Lines a and b. Contact your financial institution to make sure that a direct debit is allowed and to get the correct routing and account numbers. Line a. The first two digits of the routing number must be 01 through 12 or 21 through 32. Don’t use a deposit slip to verify the number because it may contain internal routing numbers that are not part of the actual routing number. Line b. The account number can be up to 17 characters. Include hyphens but omit spaces and special symbols. Enter the number from left to right and leave any unused boxes blank. CHECKLIST FOR MAKING INSTALLMENT PAYMENTS: 1. Write your social security or employer identification number on each payment. 2. Make your check or money order payable to “United States Treasury.” 3. Make each payment in an amount at least equal to the amount specified in this agreement. 4. Don’t double one payment and skip the next without contacting us first. 5. Enclose a copy of the reminder notice, if you received one, with each payment using the envelope provided. Make a payment even if you do not receive a reminder notice, write the type of tax, the tax period and "Installment Agreement" on your payment. For example, "1040, 12/31/2014, Installment Agreement”. You should choose the oldest unpaid tax period on your agreement. Mail the payment to the IRS address indicated on the front of this form. 6. If you didn’t receive an envelope, call the number below. This agreement will not affect your liability (if any) for backup withholding under Public Law 98-67, the Interest and Dividend Compliance Act of 1983 QUESTIONS? — If you have any questions, about the direct debit process or completing this form, please call the applicable telephone number below for assistance. NOTE: If you are unable to make your monthly payments or if you accrue additional liability, please contact us immediately. 1-800-829-0115 (Business) 1-800-829-8374 (Individuals – Self-Employed / Business Owners) 1-800-829-0922 (Individuals – Wage Earners) Catalog Number 16644M www.irs.gov Part 2 — Taxpayer’s Copy Form 433-D (Rev. 1-2017)
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