Collection Information Statement for Individuals and Sole Proprietorships RO-1062

As part of the Offer in Compromise Process, individual taxpayers must complete, print and mail the Collection Information Statement for Individuals (Form RO-1062), with sections 1 through 10 completed.

If a taxpayer is Self-Employed, sections 1 through 12 must be completed. Form RO-1062 is used to obtain current financial information necessary for determining how an individual can satisfy an outstanding tax liability.

The web fill form located on this page is for completing an Offer in Compromise only.

If you are requesting an exception to the installment agreement plan or were instructed to complete form RO-1062 to request an installment payment plan, please visit Installment Payment Agreements.