Form 433-D is the IRS installment agreement: you agree to pay federal taxes you owe in monthly payments, plus penalties and interest, if the IRS approves it. RepeatForm helps when you complete one again: upload an earlier Form 433-D and the current blank, then review, especially the bank details and date lines.
Tested with the irs.gov edition dated Form 433-D (Rev. 7-2024)
Plainly: this page helps most if you complete Form 433-D more than once, for example for a changed agreement or for several clients, and the contact details are the same. The kinds of taxes, tax periods, amount owed and payment dates belong to one agreement, so you enter them again. If this is your first and only Form 433-D, the benefit is small.
The form says "I / We agree to pay the federal taxes shown above, PLUS PENALTIES AND INTEREST PROVIDED BY LAW, as follows," with the amount, the first payment date and the day of each month. It also says "The terms of this agreement are provided on the back of this page. Review them thoroughly." and "By initialing here and my signature below, I agree to the terms of this agreement, as provided in this form, if it is approved by the Internal Revenue Service." RepeatForm does not decide what to offer.
The PDF holds two copies, "Part 1 - IRS Copy" and "Part 2 - Taxpayer's Copy". Check both in the preview.
The Direct Debit section says "Attach a voided check or complete this part only if you choose to make payments by direct debit." It asks for a routing number and an account number. Those are ordinary text fields, so RepeatForm carries them if the earlier copy held them. If the account has changed or you do not want a direct debit, clear them in Review. The form also says that stopping a direct debit is done "by contacting my financial institution either orally or in writing at least three (3) business days before the next scheduled electronic funds transfer."
The form has an "Understanding user fees" section. It sets out the IRS user fee for an agreement, says the fee differs for a Direct Debit agreement and for low-income taxpayers, and says "Lower user fees may be available through our online system." IRS amounts change, so read the section on the current form and confirm with the IRS. We do not repeat the figures here.
The IRS locks the signature boxes (yours and your spouse's) on this PDF, so RepeatForm leaves them blank and you sign by hand. The initials boxes also stay blank, so you initial the new form by hand. The title and date lines are ordinary entry boxes, so RepeatForm carries whatever an earlier copy held. Clear them and date the new form yourself. RepeatForm cannot sign for you.
The form prints "For assistance, call: 1-800-829-3903 (Individual - Self-Employed/Business Owners, Businesses), or 1-800-829-7650 (Individuals - Wage Earners)". Confirm these on the current form before you call.
Upload a Form 433-D you completed and the current blank; RepeatForm carries the matching answers across; you review them, then preview the PDF before you export. Use your earlier copy as the source, then change what differs.
The IRS revises Form 433-D from time to time. Carrying an earlier copy into the new one works for many answers, but some fields are renamed or moved and match only partly, so check every line on the new form in Review before you export.
The PDF checked for this page is "Form 433-D (Rev. 7-2024)". irs.gov has no About page for Form 433-D that we could load, so the link goes to the form PDF. RepeatForm does not supply the blank form: get it from irs.gov.
Form 433-D asks for an SSN, ITIN or EIN for the tax you owe. A common source is a return like Form 1040.
If an employment tax balance is involved, the return may be Form 941.
If you are stuck and need help from the Taxpayer Advocate Service, see Form 911.
If someone will deal with the IRS for you, see Form 2848.
Upload the two versions, check what matched, then inspect the finished PDF before paying.
Start with the Form 433-D you completed before and the current blank.
Review what RepeatForm found before creating Preview.
Inspect the exact completed PDF before paying.
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It is the IRS "Installment Agreement" form. The taxpayer agrees "to pay the federal taxes shown above, PLUS PENALTIES AND INTEREST PROVIDED BY LAW," in the monthly amounts written on it, and agrees to the terms "if it is approved by the Internal Revenue Service." RepeatForm does not decide whether this is the right option for you.
Yes, if your earlier copy held them. The routing and account numbers are ordinary text fields, so RepeatForm carries them when they match. Check them in Review and clear them if the account has changed.
The form's "Understanding user fees" section sets out the IRS user fee, which differs for Direct Debit and for low-income taxpayers. Amounts change, so read that section on the current form and confirm with the IRS.
