Check Sheet required By IRS on financial statements
To expedite the resolution on accounts in the Large Dollar Unit, please have the following information available when contacting ACS.
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Valid F2848 covering all tax periods
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Explain in detail why the taxpayer is not able to full pay or borrow to full pay
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Completed Form 433- A, B or F
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Copies of delinquent tax returns and /or ASFR returns
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Three months of current pay stubs for both TP/TPW
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Three months of current bank statements (all accounts)
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Value of all property and/or available equity
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Investment income
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Value of 401K/Retirement
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Year make of vehicles, value, equity, balance owed, and monthly payments
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Employer’s information including work number
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Number of individual’s living in the house hold
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Secured loan(s) – amount of loan and remaining balance(s)
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Life insurance policies, (whole or term), any borrowing ability? And/or value of policy
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Profit and Loss statements for self-employed taxpayers
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Commission statement
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Substantiation of Court ordered payments
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Substantiation of payments being made
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Spouse’s income and source with name/address/phone number
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Out-of-pocket medical expenses
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Pension income and/or Social Security income
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Rental income
Additional information and /or documentation may be needed to determine disposition of the account.