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Offer In Compromise Pre-Qualifier

Enter information about your location, household and tax debt.

Street

City

State State is required to select a county.

ZIP or Postal code

County

County is required.

Total members of household Household members are required.

Total members of household 65 years or older

Total CDTFA tax debt (whole dollars)

Enter information about your assets (in whole dollars). Your equity is the value of your asset minus what you still owe on the asset.

Total bank balance

Home market value

Home loan balance

The Vehicle Equity field is required. Enter 0 if none.

Vehicle # Equity

Retirement account equity (401k, IRA, etc.)

Other real property equity

Other asset equity (airplane, motorcycle, recreational vehicles, etc.)

Stocks, bonds and other investments, etc.

Miscellaneous

Enter information about your monthly household income (in whole dollars).

Gross wages including Social Security, pensions, unemployment, etc

Interest and dividends

Distributions from partnerships, sub-S corporations, etc.

Net rental income

Net business income

Child support received

Alimony received

Additional Income

Enter information about your typical month's household expenses (in whole dollars). Maximum allowances for expenses are determined based on your location and number of members of your household. We estimate and include expenses for your food, clothing, miscellaneous items and out of pocket medical expenses.

Rent or mortgage and utilities

Total vehicles owned

Reporting Vehicle Expenses is required. Enter 0 if none and remove any blank fields.

Vehicle # loan or lease payment

Vehicle operating costs

Public transportation costs

Health insurance premiums

Life insurance premiums

Federal, state and local taxes

Court-ordered payments

Child/dependent care costs

The proposal generated by this application can be based on tax debt, equity and monthly income. Allowable monthly expenses could be displayed based on the information provided. The specific formulations and eligibility requirements are pending. Below are some basic calculations using the data you entered.

Proposal Summary

Total CDTFA tax debt (whole dollars)

Total Available Equity

Equity Type	Your Entry	OIC Calculated Equity
Total bank balance
Home equity (Home Market value minus home loan balance)
Vehicle 1 equity
Vehicle 2 equity
Retirement account equity
Other real property equity (rental, business, land, timeshare, etc.)
Other assets equity (air plane, motorcycle, recreational vehicle etc.)
Stocks, Bonds, Money Market, CDs, other investments, etc.
Miscellaneous equity (art, coins, gun collection etc.)
Total Equity

Monthly Income

Allowable Monthly Expenses

Expense Type	Your Entry	Allowable
Food, clothing, and miscellaneous	---
Rent or mortgage and utilities
Vehicle operating costs (gas, repairs, etc.)
Public transportation costs
Out-of-pocket medical expenses	---
Health insurance premiums
Life insurance premiums
Federal, state and local taxes
Court-ordered payments (child support, alimony)
Child/dependent care costs
Total Expenses

Total Remaining Income

Offer Amount

You have reported expenses of $0, and we have allowed $877. $0 $0.

You may be eligible for an offer in compromise if you submit the following offer:

This is your estimated payment option based on the information you provided. Enter this option in your official

Prepare Your Offer In Compromise

Review and complete any required forms and submit an offer for consideration that is consistent with your ability to pay. The amount offered must be more than zero. We make our final decision based on your completed paperwork and our associated investigation.

Consider Exceptional Circumstances

If you believe you have exceptional circumstances that would justify repayment of an amount less than the offer amount shown above, file an OIC so we have a full description of your circumstances. We make our final decision based on your completed paperwork and our associated investigation. Once completed, you can discuss your situation with us.

Mail your OIC application and supporting documents to the following address:

California Department of Tax and Fee Administration
Offer in Compromise Section (MIC 52)
P.O. Box 942879
Sacramento, Ca 94279
916-322-7931

You have reported expenses of $0, and we have allowed $877. $0 $0.

You may be eligible for an offer in compromise. Please contact our office at 916-322-7931 to discuss your financial situation.

Prepare Your Offer In Compromise

You may be eligible for an offer in compromise. Please review and complete form CDTFA-490 and submit a reasonable offer for consideration. Your offer must be more than 0. We make our final decision based on your completed paperwork and our associated investigation. If you do not have sufficient cash to pay for your offer, you may need to consider borrowing money from a bank, friends and/or family.

Currently Not Collectible

If we determine you cannot currently pay any of your tax debt, we may temporarily suspend collection until your financial condition improves. You must prepare your offer in compromise form, provide support to substantiate your income and expenses, and submit them to the Offer in Compromise Section. Being classified as currently not collectible does not mean that the debt goes away. It means that CDTFA has determined that you cannot afford to pay the debt at this time. Penalties and interest will continue to be added to the debt.

Offer in Compromise Form

California Department of Tax and Fee Administration
Offer in Compromise Section
P.O. Box 942879
Sacramento, Ca 94279
916-322-7931

You are not eligible for an offer in compromise.

You do not qualify for an offer in compromise based on the information provided:

You do not have any tax debt.

If you believe this to be in error, please click the "Previous" button below and re-check your data inputs.

If your data is correct, and you believe you have exceptional circumstances, such as serious illness, where paying your taxes in full might impair your ability to provide for yourself and your family, please review Publication 56, and call the Offer in Compromise section at 916-322-7931, or complete the CDTFA-490 and submit your offer.

You may qualify for an installment agreement , which allows you to make monthly payments toward your debt.