There are several IRS tax relief forms and appeals forms for filing financial information for relief or supporting a collections appeal.
Each IRS tax relief and appeals form has its own letter or number and specific purpose.
Learning the use of each IRS tax relief form and IRS appeals form can help improve your chances when applying for IRS relief or requesting an IRS appeal. Read more: “What are the different tax relief options that are available?”
Here are some of the most common tax relief forms and IRS appeals forms.
IRS Form 433: Collection Information Statement
IRS Form 433 is used to submit financial information to the IRS by individuals with back taxes who are applying for tax relief. Form 433 is further divided into:
- IRS Form 433 A: For self-employed and wage earners to assess financial situation, including income, assets, expenses, debts, etc. There is a separate 433 A (OIC) when submitting an Offer in Compromise.
- IRS Form 433 F: Simplified 433 A to determine IRS payment plan eligibility or Currently Not Collectible status.
IRS Form 656: Offer in Compromise (OIC)
Form 656 is used when submitting an Offer in Compromise (OIC) for the IRS to determine eligibility. An OIC is an agreement between an individual with back taxes and the IRS to settle their tax debt for less than what they owe the IRS.
IRS Form 843: First Time Penalty Abatement
Form 843 is used to request IRS penalty abatement for relief from penalties, like failing to file taxes, pay taxes when due, or make tax deposits. The IRS requires Form 843 to be filed within two years from the date taxes were paid or within three years of filing tax returns.
IRS Form 8379: Injured Spouse Allocation
Form 8379 is used to apply for injured spouse to get back a portion of a joint refund when all or part of the injured spouse’s share was or is expected to be applied against the other spouse’s back taxes.
IRS Form 8857: Innocent Spouse Relief
Form 8857 is used to apply for innocent spouse relief from back taxes, penalties, and interest when it is established that the innocent spouse’s partner or former partner is solely liable for all or part of the tax debt.
IRS Form 9423: Collection Appeal
Form 9423 is used to appeal collections when you disagree with a decision related to a federal tax lien; levy or proposed levy; seizure; or rejection, termination, or modification of an installment agreement.
Send Form 9423 to the collection office or IRS revenue officer who took the action you are appealing. Your case will be forwarded to IRS Appeals for review.
IRS Form 9465: Installment Agreement
Form 9465 is used to request a flexible monthly payment plan when an individual cannot pay the entire amount they owe IRS for back taxes.
IRS Form 12153: Collection Due Process Hearing
Form 12153 is used to request a Collection Due Process hearing when an individual receives a Notice of Federal Tax Lien or Notice of Intent to Levy. Taxpayers have the right to request a CDP hearing as a hold on IRS collections enforcement.
A CDP provides an opportunity to discuss alternatives to an enforced collection. Collection Due Process hearings also allow individuals to dispute the amount they owe for back taxes.
IRS Form 12203: Appeals Review
Form 12203 is used to request a review by the IRS Independent Office of Appeals when an individual receives IRS adjustments or changes of $25,000 or less for the tax year in the IRS notice.
Use Form 12203 if you disagree with and want to review items changed by the IRS, like filing status, exemptions, or interest and dividends.
IRS Form 14134: Certificate of Subordination of Federal Tax Lien
Form 14134 is used to request IRS federal tax lien subordination. If you owe back taxes that you have neglected for a while, the IRS can file a federal tax lien on your property.
A certificate of subordination of a federal tax lien allows other creditors to have higher priority than the IRS.
How Can Wiztax Help?
We know these forms inside and out – and more importantly, can tell you how they can help you resolve your back tax issue with the IRS. Call us today at (866) 568-4593 to learn more about how we can help, or start here to take our free online evaluation.
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