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IRS Offer in Compromise Calculator

Calculate offer amount to settle tax debt for less than full amount.

OIC Eligibility

Eligible:Likely Yes
Type:doubt_collectibility
Must: filed all returns, not in bankruptcy, current on estimated taxes.

Collection Potential Calculation

Monthly Income:$ 5000
Expenses:$ 3500
Disposable:$ 1500
Asset Equity:$ 15000
Quick Sale (20% off):$ 12000
IRS allows 20% quick sale discount on asset equity value.

Offer Amounts by Payment Option

OptionMonthsOffer AmountNote
Lump Sum5$ 19500Pay in 5 months, lowest offer
Short-Term24$ 48000Pay over 24 months
Deferred120$ 192000Pay over statute period
Lump sum: lowest offer, pay in 5 months. Longer payment = higher offer.

Offer vs Debt Comparison

Debt:$ 50000
Offer:$ 19500
Savings:$ 30500
Offer should represent reasonable collection potential (RICS).

Application Fee

Fee:$ 186
Waived:No
$186 non-refundable application fee. Waived for low-income taxpayers.

Recommendation

Submit offer around $19500 for lump sum option
IRS typically accepts offers that represent true collection potential.

Success Factors

  • Offer significantly below debt
  • Cannot pay in full

Offer in Compromise Key Points

  • Doubt as to Collectibility: most common
  • Formula: Assets + Future Income
  • Quick sale: 20% discount
  • Lump sum: lowest offer (5 mo)
  • Short-term: 24 months
  • Deferred: statute period
  • $186 application fee
  • Low income: fee waived
  • File Forms 656 + 433-A
  • Process: 12-24 months
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