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Form 433-A                                       Collection Information Statement for Wage 
(July 2022)
Department of the Treasury                          Earners and Self-Employed Individuals
Internal Revenue Service
Wage Earners Complete Sections 1, 2, 3, 4, and 5 including the signature line on page 4. Answer all questions or write N/A if the question is not applicable.
Self-Employed Individuals Complete Sections 1, 3, 4, 5, 6 and 7 and the signature line on page 4. Answer all questions or write N/A if the question is not applicable.
For Additional Information, refer to Publication 1854, "How To Prepare a Collection Information Statement."
Include attachments if additional space is needed to respond completely to any question.
Section 1: Personal Information
1a   Full Name of Taxpayer and Spouse (if applicable)                       2c Provide information on all other persons in household or claimed as 
                                                                               dependents
1b   Address (street, city, state, ZIP code and country)                                 Name                  Age           Relationship

                                                                            3a Do you or your spouse have any outside business interests? Include 
                                                                               any interest in an LLC, LLP, corporation, partnership, etc.
1c   County of Residence               1d Home Phone
                                          (       )                               Yes (percentage of ownership        %)     No
1e   Cell Phone                        1f Work Phone                              Title
     (      )                             (       )                         3b Business name
2a   Marital Status:       Married     Unmarried (Single, Divorced, Widowed)
2b                         SSN or ITIN        Date of Birth (mmddyyyy)      3c Type of business (select one)
     Taxpayer                                                                     Partnership                  LLC           Corporation
     Spouse                                                                       Other
Section 2: Employment Information for Wage Earners
If you or your spouse have self-employment income instead of, or in addition to wage income, complete Business Information in Sections 6 and 7.
                              Taxpayer                                                                         Spouse
4a   Taxpayer's Employer Name                                               5a Spouse's Employer Name

4b   Address (street, city, state, ZIP code and country)                    5b Address (street, city, state, ZIP code and country)

4c   Work Telephone Number          4d Does employer allow contact at work  5c Work Telephone Number           5d  Does employer allow contact at work
     (      )                             Yes       No                         (         )                           Yes     No
4e   How long with this employer    4f Occupation                           5e How long with this employer     5f  Occupation
           (years)         (months)                                               (years)         (months)
4g   Number claimed as a dependent  4h Pay Period:                          5g Number claimed as a dependent   5h Pay Period:
     on your Form 1040                    Weekly          Bi-weekly            on your Form 1040                   Weekly           Bi-weekly
                                          Monthly         Other                                                    Monthly          Other
Section 3: Other Financial Information (Attach copies of applicable documentation)
6    Are you a party to a lawsuit (If yes, answer the following)                                                                    Yes   No
                                       Location of Filing                      Represented by                      Docket/Case No.
           Plaintiff       Defendant
     Amount of Suit                    Possible Completion Date (mmddyyyy)     Subject of Suit
     $
7    Have you ever filed bankruptcy (If yes, answer the following)                                                                  Yes      No
     Date Filed (mmddyyyy)    Date Dismissed (mmddyyyy)     Date Discharged (mmddyyyy)            Petition No.       Location Filed

8    In the past 10 years, have you lived outside of the U.S for 6 months or longer (If yes, answer the following)                  Yes      No
     Dates lived abroad: from (mmddyyyy)                                       To (mmddyyyy)
9a Are you the beneficiary of a trust, estate, or life insurance policy including those located in foreign countries or             Yes      No
     jurisdictions (If yes, answer the following)
     Place where recorded:                                                                                           EIN:
     Name of the trust, estate, or policy                                      Anticipated amount to be received   When will the amount be received
                                                                               $
9b Are you a trustee, fiduciary, or contributor of a trust                                                                          Yes      No
     Name of the trust:                                                                                              EIN:
10   Do you have a safe deposit box (business or personal) including those located in foreign countries or jurisdictions            Yes      No
     (If yes, answer the following)
     Location (Name, address and box number(s))                                                   Contents                         Value
                                                                                                                                   $
11   In the past 10 years, have you transferred any assets with a fair market value of more than $10,000 including real             Yes      No
     property, for less than their full value (if yes, answer the following)
     List Asset(s)                                Value at Time of Transfer    Date Transferred (mmddyyyy)     To Whom or Where was it Transferred
                                                   $
Catalog Number 20312N                                              www.irs.gov                                       Form 433-A (Rev. 7-2022)



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Form 433-A (Rev. 7-2022)                                                                                                                     Page 2
Section 4: Personal Asset Information for all Individuals (Foreign and Domestic). Include assets located in 
foreign countries or jurisdictions and add attachment(s) if additional space is needed to respond
12  CASH ON HAND  Include cash that is not in a bank                                                   Total Cash on Hand          $
PERSONAL BANK ACCOUNTS  Include all checking, online and mobile (e.g., PayPal etc.) accounts, money market accounts, savings accounts, 
and stored value cards (e.g., payroll cards, government benefit cards, etc.).
                              Full Name & Address (Street, City, State, ZIP code and                                                Account Balance
    Type of Account           Country) of Bank, Savings & Loan, Credit Union, or                Account Number                      As of
                                        Financial Institution                                                                            mmddyyyy

13a                                                                                                                                $ 

13b                                                                                                                                $ 
13c Total Cash (Add lines 13a, 13b, and amounts from any attachments)                                                              $
INVESTMENTS  Include stocks, bonds, mutual funds, stock options, certificates of deposit, and retirement assets such as IRAs, Keogh, 401(k) plans 
and commodities (e.g., gold, silver, copper, etc.). Include all corporations, partnerships, limited liability companies, or other business entities in which 
you are an officer, director, owner, member, or otherwise have a financial interest. 
                                                                                                       Loan Balance (if applicable)
                                                                                                                                     Equity  
    or Financial Interest    (Street, City, State, ZIP code and Country) of Company
    Type of Investment                Full Name & Address                                Current Value As of                        Value minus Loan
                                                                                                               mmddyyyy
14a

                          Phone                                                        $               $                           $ 
14b

                          Phone                                                        $               $                           $ 
DIGITAL ASSETS List all digital assets such as virtual currency (cryptocurrency), non-fungible token (NFT), and smart contracts you own or in which 
you have a financial interest (e.g., Bitcoin, Ethereum, Litecoin, Ripple, etc.) If applicable, attach a statement with each virtual currency’s public key.
14c List the name(s) of individuals who have access to the private key(s) and/or digital wallets

                             Name of Digital Asset such as Email Address Used to Set-up                                            Digital Asset Amount 
    Type of Digital Asset Virtual Currency Wallet, Exchange  With the Digital Assets such as    Location(s) of Digital Assets        and Value in US 
                             or Digital Currency Exchange  Virtual Currency Exchange or         (Mobile Wallet, Online, and/or     dollars as of today  
                                                                                                External Hardware storage)
                                      (DCE)                                    DCE                                                   (e.g., 1 Bitcoins 
                                                                                                                                     $38,000.00 USD)
14d
                                                                                                                                   $ 
14e
                                                                                                                                   $ 
14f Total Equity (Add lines 14a, 14b, 14d and 14e. Also include any amounts from any attachments to your total equity)             $
AVAILABLE CREDIT  Include all lines of credit and bank issued credit cards.
                                                                                                         Amount Owed                Available Credit
                              Full Name & Address  
             (Street, City, State, ZIP code and Country) of Credit Institution           Credit Limit    As of                      As of
                                                                                                               mmddyyyy                  mmddyyyy
15a

    Acct. No                                                                           $               $                           $ 
15b

    Acct. No                                                                           $               $                           $ 
15c Total Available Credit (Add lines 15a, 15b and amounts from any attachments)                                                   $
16a LIFE INSURANCE  Do you own or have any interest in any life insurance policies with cash value
    Yes                   No  If yes, complete blocks 16b through 16f for each policy.
16b Name and Address of Insurance 
    Company(ies):
16c Policy Number(s)
16d Owner of Policy
16e Current Cash Value                $                                              $                         $ 
16f Outstanding Loan Balance          $                                              $                         $ 
16g Total Available Cash (Subtract amounts on line 16f from line 16e and include amounts from any attachments)                     $
Catalog Number 20312N                                                   www.irs.gov                                 Form 433-A (Rev. 7-2022)



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Form 433-A (Rev. 7-2022)                                                                                                                          Page 3
    Section 4: Personal Asset Information for all Individuals (Foreign and Domestic) (Continued)
  REAL PROPERTY Include all real property owned or being purchased
                                             Purchase Date        Current Fair     Current Loan     Amount of      Date of Final       Equity  
                                               (mmddyyyy)         Market Value     Balance      Monthly Payment        Payment 
                                                                  (FMV)                                               (mmddyyyy) FMV Minus Loan
17a   Property Description
                                                           $                   $                $                                $
     Location (street, city, state, ZIP code, county and country) Lender/Contract Holder Name, Address (street, city, state, ZIP code), and Phone

                                                                                                             Phone                   
17b   Property Description
                                                           $                   $                $                                $
     Location (street, city, state, ZIP code, county and country) Lender/Contract Holder Name, Address (street, city, state, ZIP code), and Phone

                                                                                                             Phone
17c Total Equity (Add lines 17a, 17b and amounts from any attachments)                                                       $
  PERSONAL VEHICLES LEASED AND PURCHASED  Include boats, RVs, motorcycles, all-terrain and off-road vehicles, trailers, etc.

  Description (Year, Mileage, Make/Model,       Purchase/         Current Fair     Current Loan     Amount of      Date of Final       Equity  
                                               Lease Date         Market Value 
  Tag Number, Vehicle Identification Number)   (mmddyyyy)         (FMV)            Balance      Monthly Payment        Payment 
                                                                                                                      (mmddyyyy) FMV Minus Loan
18a  Year                Make/Model
                                                           $                   $                $                                $
     Mileage             License/Tag Number    Lender/Lessor Name, Address (street, city, state, ZIP code and country), and Phone

     Vehicle Identification Number
                                                                                                    Phone
18b  Year                Make/Model
                                                           $                   $                $                                $
     Mileage             License/Tag Number    Lender/Lessor Name, Address (street, city, state, ZIP code and country), and Phone

     Vehicle Identification Number
                                                                                                    Phone
18c Total Equity (Add lines 18a, 18b and amounts from any attachments)                                                       $
  PERSONAL ASSETS  Include all furniture, personal effects, artwork, jewelry, collections (coins, guns, etc.), antiques or other assets. Include  
  intangible assets such as licenses, domain names, patents, copyrights, mining claims, etc.

                                                Purchase/         Current Fair     Current Loan     Amount of      Date of Final       Equity  
                                               Lease Date         Market Value     Balance      Monthly Payment        Payment   FMV Minus Loan
                                               (mmddyyyy)         (FMV)                                               (mmddyyyy)
19a  Property Description
                                                           $                   $                $                                $
     Location (street, city, state, ZIP code, county and country) Lender/Lessor Name, Address (street, city, state, ZIP code), and Phone

                                                                                                    Phone                           
19b  Property Description
                                                           $                   $                $                                $
     Location (street, city, state, ZIP code, county and country) Lender/Lessor Name, Address (street, city, state, ZIP code), and Phone

                                                                                                    Phone
19c Total Equity (Add lines 19a, 19b and amounts from any attachments)                                                      $

Catalog Number 20312N                                             www.irs.gov                                          Form 433-A (Rev. 7-2022)



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Form 433-A (Rev. 7-2022)                                                                                                                               Page 4
                          If you are self-employed, sections 6 and 7 must be completed before continuing.
Section 5: Monthly Income and Expenses (Foreign and Domestic) 
Monthly Income/Expense Statement (For additional information, refer to Publication 1854.)
     Total Income (Amounts reported in U.S. dollars)                Total Living Expenses (Amounts reported in U.S. dollars)          IRS USE ONLY
                   Source                  Gross Monthly                    Expense Items 6                        Actual Monthly     Allowable Expenses
20   Wages (Taxpayer) 1                    $                        35   Food, Clothing and Misc. 7              $ 
21   Wages (Spouse) 1                      $                        36   Housing and Utilities 8                 $
22   Interest - Dividends                  $                        37   Vehicle Ownership Costs 9               $
23   Net Business Income 2                 $                        38   Vehicle Operating Costs 10              $
24   Net Rental Income 3                   $                        39   Public Transportation 11                $ 
25   Distributions (K-1, IRA, etc.) 4      $                        40   Health Insurance                        $
26   Pension (Taxpayer)                    $                        41   Out of Pocket Health Care Costs 12      $
27   Pension (Spouse)                      $                        42   Court Ordered Payments                  $
28   Social Security (Taxpayer)            $                        43   Child/Dependent Care                    $ 
29   Social Security (Spouse)              $                        44   Life Insurance                          $
30   Child Support                         $                        45   Current year taxes (Income/FICA) 13     $
31   Alimony                               $                        46   Secured Debts (Attach list)             $
       Other Income (Specify below) 5                               47   Delinquent State or Local Taxes         $ 
32                                         $                        48   Other Expenses (Attach list)            $
33                                         $                        49   Total Living Expenses (add lines 35-48) $
34   Total Income (add lines 20-33)        $                        50   Net difference (Line 34 minus 49)       $
1   Wages, salaries, pensions, and social security: Enter gross monthly wages and/or salaries. Do not deduct tax withholding or allotments taken out of 
    pay, such as insurance payments, credit union deductions, car payments, etc. To calculate the gross monthly wages and/or salaries:
    If paid weekly - multiply weekly gross wages by 4.3. Example: $425.89 x 4.3 = $1,831.33
    If paid biweekly (every 2 weeks) - multiply biweekly gross wages by 2.17. Example: $972.45 x 2.17 = $2,110.22
    If paid semimonthly (twice each month) - multiply semimonthly gross wages by 2. Example: $856.23 x 2 = $1,712.46
2   Net Income from Business: Enter monthly net business income. This is the amount earned after ordinary and necessary monthly business 
    expenses are paid. This figure is the amount from page 6, line 89. If the net business income is a loss, enter “0”. Do not enter a negative 
    number. If this amount is more or less than previous years, attach an explanation. 
3   Net Rental Income: Enter monthly net rental income. This is the amount earned after ordinary and necessary monthly rental expenses are 
    paid. Do not include deductions for depreciation or depletion. If the net rental income is a loss, enter “0.” Do not enter a negative number.
4   Distributions: Enter the total distributions from partnerships and subchapter S corporations reported on Schedule K-1, and from limited 
    liability companies reported on Form 1040, Schedule C, D or E. Enter total distributions from IRAs if not included under pension income.
5   Other Income: Include agricultural subsidies, unemployment compensation, gambling income, oil credits, rent subsidies, sharing economy 
    income from providing on-demand work, services or goods (e.g., Uber, Lyft, AirBnB, VRBO) and income through digital platforms like an app or 
    website (e.g., YouTube, TikTok), etc. Recurring capital gains from the sale of securities including cryptocurrency and non-fungible tokens.
6   Expenses not generally allowed:   We generally do not allow tuition for private schools, public or private college expenses, charitable 
    contributions, voluntary retirement contributions or payments on unsecured debts. However, we may allow the expenses if proven that they are 
    necessary for the health and welfare of the individual or family or the production of income. See Publication 1854 for exceptions.
7   Food, Clothing and Miscellaneous:  Total of food, clothing, housekeeping supplies, and personal care products for one month. The miscellaneous 
    allowance is for expenses incurred that are not included in any other allowable living expense items. Examples are credit card payments, bank fees 
    and charges, reading material, and school supplies.
8   Housing and Utilities: For principal residence: Total of rent or mortgage payment. Add the average monthly expenses for the following: 
    property taxes, homeowner’s or renter’s insurance, maintenance, dues, fees, and utilities. Utilities include gas, electricity, water, fuel, oil, 
    other fuels, trash collection, telephone, cell phone, cable television and internet services.
9   Vehicle Ownership Costs: Total of monthly lease or purchase/loan payments.
10   Vehicle Operating Costs: Total of maintenance, repairs, insurance, fuel, registrations, licenses, inspections, parking, and tolls for one month.
11   Public Transportation: Total of monthly fares for mass transit (e.g., bus, train, ferry, taxi, etc.)
12   Out of Pocket Health Care Costs: Monthly total of medical services, prescription drugs and medical supplies (e.g., eyeglasses, hearing aids, etc.)
13   Current Year Taxes: Include state and Federal taxes withheld from salary or wages, or paid as estimated taxes.
Certification: Under penalties of perjury, I declare that to the best of my knowledge and belief this statement of assets, liabilities, and other  
                 information is true, correct, and complete.
Taxpayer's Signature                                        Spouse's signature                                            Date

After we review the completed Form 433-A, you may be asked to provide verification for the assets, encumbrances, income and expenses 
reported. Documentation may include previously filed income tax returns, pay statements, self-employment records, bank and investment 
statements, loan statements, bills or statements for recurring expenses, etc.
IRS USE ONLY (Notes)

Catalog Number 20312N                                                    www.irs.gov                                   Form 433-A (Rev. 7-2022)



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Form 433-A (Rev. 7-2022)                                                                                                                   Page 5
                         Sections 6 and 7 must be completed only if you are SELF-EMPLOYED.
Section 6: Business Information (Foreign and Domestic)
51  Is the business a sole proprietorship (filing Schedule C)  Yes, Continue with Sections 6 and 7.                 No, Complete Form 433-B.
    All other business entities, including limited liability companies, partnerships or corporations, must complete Form 433-B.
52a Business Name & Address (if different than 1b)                                                   52b Business Telephone Number
                                                                                                         (            )
53  Employer Identification Number 54 Type of Business                                               55  Is the business a  
                                                                                                         Federal Contractor            Yes     No
56  Business Website (web address)                            57 Total Number of Employees           58  Average Gross Monthly Payroll

59  Frequency of Tax Deposits                                 60 Does the business engage in e-Commerce  
                                                                 (Internet sales) If yes, complete lines 61a and 61b                   Yes     No
PAYMENT PROCESSOR (e.g., PayPal, Authorize.net, Google Checkout, BitPay, Crypto.com, etc.) Include virtual currency wallet, exchange or digital 
currency exchange.
                         Name & Address (Street, City, State, ZIP code, and Country)                                Payment Processor Account 
                                                                                                                               Number

61a

61b
CREDIT CARDS ACCEPTED BY THE BUSINESS
    Credit Card               Merchant Account Number          Issuing Bank Name & Address (Street, City, State, ZIP code, and Country)

62a

62b

62c
63  BUSINESS CASH ON HAND  Include cash that is not in a bank.                                       Total Cash on Hand           $
BUSINESS BANK ACCOUNTS  Include checking accounts, online and mobile (e.g., PayPal) accounts, money market accounts, savings accounts, 
and stored value cards (e.g., payroll cards, government benefit cards, etc.). Report Personal Accounts in Section 4.
                                                                                                                                  Account Balance 
   Type of Account       Full name & Address (Street, City, State, ZIP code, and Country)            Account Number               As of
                         of Bank, Savings & Loan, Credit Union or Financial Institution.
                                                                                                                                       mmddyyyy

64a                                                                                                                               $ 

64b                                                                                                                               $ 
64c Total Cash in Banks (Add lines 64a, 64b and amounts from any attachments)                                                     $
ACCOUNTS/NOTES RECEIVABLE  Include e-payment accounts receivable and factoring companies, and any bartering or online auction accounts. 
(List all contracts separately, including contracts awarded, but not started.) Include Federal, state and local government grants and contracts.
    Accounts/Notes Receivable & Address                       Status (e.g., age,           Date Due  Invoice Number or Government   Amount Due
    (Street, City, State, ZIP code, and Country)              factored, other)          (mmddyyyy)   Grant or Contract Number

65a                                                                                                                               $ 

65b                                                                                                                               $ 

65c                                                                                                                               $ 

65d                                                                                                                               $

65e                                                                                                                               $
65f Total Outstanding Balance (Add lines 65a through 65e and amounts from any attachments)                                        $

Catalog Number 20312N                                         www.irs.gov                                           Form 433-A (Rev. 7-2022)



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Form 433-A (Rev. 7-2022)                                                                                                                            Page 6
BUSINESS ASSETS   Include all tools, books, machinery, equipment, inventory or other assets used in trade or business. Include a list and show the 
value of all intangible assets such as licenses, patents, domain names, copyrights, trademarks, mining claims, etc.

                                               Purchase/          Current Fair      Current Loan             Amount of  Date of Final               Equity  
                                               Lease Date       Market Value             Balance        Monthly Payment    Payment    FMV Minus Loan
                                               (mmddyyyy)            (FMV)                                              (mmddyyyy)
66a    Property Description
                                                                $                   $                   $                             $
       Location (street, city, state, ZIP code, and country)                   Lender/Lessor/Landlord Name, Address (street, city, state, ZIP code), and Phone

                                                                                                             Phone                         
66b    Property Description
                                                                $                   $                   $                             $
       Location (street, city, state, ZIP code, and country)                   Lender/Lessor/Landlord Name, Address (street, city, state, ZIP code), and Phone

                                                                                                             Phone
66c Total Equity (Add lines 66a, 66b and amounts from any attachments)                                                              $
                           Section 7 should be completed only if you are SELF-EMPLOYED
Section 7: Sole Proprietorship Information (lines 67 through 87 should reconcile with business Profit and Loss Statement)
Accounting Method Used:    Cash                Accrual
Use the prior 3, 6, 9 or 12 month period to determine your typical business income and expenses.
Income and Expenses during the period (mmddyyyy)                                                        to (mmddyyyy)
Provide a breakdown below of your average monthly income and expenses, based on the period of time used above.
                 Total Monthly Business Income                                                    Total Monthly Business Expenses  
                 (Amounts reported in U.S. dollars)                                 (Amounts reported in U.S. dollars) (Use attachments as needed)
                 Source                             Gross Monthly                              Expense Items                         Actual Monthly
67   Gross Receipts                            $                               77   Materials Purchased 1                          $ 
68   Gross Rental Income                       $                               78   Inventory Purchased 2                          $
69   Interest                                  $                               79   Gross Wages & Salaries                         $
70   Dividends                                 $                               80   Rent                                           $
71   Cash Receipts not included in lines 67-70 $                               81   Supplies 3                                     $ 
       Other Income (Specify below)                                            82   Utilities/Telephone 4                          $
72                                             $                               83   Vehicle Gasoline/Oil                           $
73                                             $                               84   Repairs & Maintenance                          $
74                                             $                               85   Insurance                                      $ 
75                                             $                               86   Current Taxes 5                                $
                                                                               87   Other Expenses, including installment payments 
76   Total Income (Add lines 67 through 75)    $                                    (Specify)                                      $
                                                                               88   Total Expenses (Add lines 77 through 87)       $
                                                                               89   Net Business Income (Line 76 minus 88) 6       $ 
           Enter the monthly net income amount from line 89 on line 23, section 5. If line 89 is a loss, enter "0" on line 23, section 5.  
                           Self-employed taxpayers must return to page 4 to sign the certification.
1   Materials Purchased: Materials are items directly related to the           5   Current Taxes: Real estate, excise, franchise, occupational, 
production of a product or service.                                                 personal property, sales and employer’s portion of employment 
2   Inventory Purchased: Goods bought for resale.                                   taxes.
3   Supplies: Supplies are items used in the business that are                 6   Net Business Income: Net profit from Form 1040, Schedule C may 
consumed or used up within one year. This could be the cost of                      be used if duplicated deductions are eliminated (e.g., expenses for 
books, office supplies, professional equipment, etc.                                business use of home already included in housing and utility 
4   Utilities/Telephone: Utilities include gas, electricity, water, oil, other      expenses on page 4). Deductions for depreciation and depletion on 
fuels, trash collection, telephone, cell phone and business internet.               Schedule C are not cash expenses and must be added back to the 
                                                                                    net income figure. In addition, interest cannot be deducted if it is 
                                                                                    already included in any other installment payments allowed.
IRS USE ONLY (Notes) 
 
Privacy Act: The information requested on this Form is covered under Privacy Acts and Paperwork Reduction Notices which have already been 
provided to the taxpayer.

Catalog Number 20312N                                                www.irs.gov                                           Form 433-A (Rev. 7-2022)






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