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Offer in Compromise financial worksheet
The original input interface is available for private planning. Unvalidated IRS acceptance predictions and adjusted collection deadlines are not displayed.
Assets
Enter asset values and equity for your own records. IRS valuation rules vary by asset; no blanket discount is applied here.
Include 401(k), IRA, pension values
Market value minus mortgage balance
Value minus loan balance
Jewelry, collectibles, business interests, etc.
Methodology limits and remaining review
Asset-specific valuation, expense treatment and the meaning of collection-potential estimates need qualified review. No estimate should imply a minimum accepted offer or a likelihood of IRS acceptance.
IRS Offer in Compromise guidance