Get Publication 1854 (rev. 3-2014). How To Prepare A Collection Information Statement (form 433-a)

This guide provides a clear and supportive approach to filling out the Publication 1854 (Rev. 3-2014), specifically the Collection Information Statement (Form 433-A). It offers step-by-step instructions to help you complete the form accurately online.

Follow the steps to complete the form effectively.

1. Press the ‘Get Form’ button to acquire the form and open it in an online editor.
2. Begin with Section 1. Enter your personal information accurately, ensuring that all required fields are filled out. If applicable, provide information about your spouse.
3. Complete Section 2, where you will detail your monthly income. Include wages, self-employment income, and other sources. Make sure to list income in gross amounts.
4. Move to Section 3 to document your monthly expenses. List necessary expenses, ensuring that they align with IRS guidelines. Be prepared to provide evidence if requested.
5. Fill out Section 4 with personal asset information. Include bank accounts, investments, and personal vehicles. Provide fair market values and necessary details.
6. If you are self-employed, proceed to Sections 6 and 7 to provide your business income, expenses, and business assets. Ensure that you complete these sections comprehensively.
7. Review Sections 5, 6, and 7 together to ensure consistency and accuracy. Verify that total income and expenses balance correctly.
8. Finalize your form by reviewing all entries for completeness. Ensure that all necessary fields have been addressed, and if any questions do not apply, mark them as 'N/A'.
9. Sign and date the certification line on page 4. If applicable, have your partner sign as well.
10. Once all sections have been completed and reviewed, save your changes. You can then download, print, or share the completed form as needed.

Complete your documents online confidently with these comprehensive instructions.