California offer 2026

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  1. Click ‘Get Form’ to open the California Offer in Compromise application in our editor.
  2. Begin with Section 1, Personal Information. Fill in your first name, last name, social security number, and date of birth. Ensure you include details for your spouse or Registered Domestic Partner (RDP) if applicable.
  3. Move to Section 2, Employment or Business Income Information. Provide your employer's name and address, occupation, and how long you've been employed. Repeat this for your spouse/RDP.
  4. In Section 3, General Financial Information, list all bank accounts and their balances. Include details about vehicles and any other assets you own.
  5. Proceed to Section 4 for Asset and Liability Analysis. Summarize your immediate assets and liabilities based on the information provided in previous sections.
  6. Complete Sections 5 through 10 by detailing monthly income and expenses, summarizing three years of income, stating the basis for your offer, identifying sources of funds, specifying the offer amount, and signing the Statement of Agreement.

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