Educational Resource

IRS Tax Resolution Glossary

Understanding IRS terminology is the first step to resolving your tax issues. Our glossary explains complex tax terms in plain English.

Collection Actions

Federal Tax Lien

In Plain English:

A government claim on your property because you owe taxes. It affects everything you own until the debt is resolved.

A legal claim by the federal government against a taxpayer's property when they neglect or fail to pay a tax debt. The lien attaches to all of the taxpayer's property, including real estate, personal property, and financial assets.

Example:

After John ignored multiple IRS notices, a federal tax lien was filed against his home, making it difficult to sell or refinance.

IRS Reference: IRC § 6321

Related:Notice of Federal Tax LienTax LevySubordination

Notice of Federal Tax Lien (NFTL)

In Plain English:

The public filing that tells others (banks, credit bureaus, buyers) that the IRS has a claim on your property.

A public document filed with state or local authorities that alerts creditors that the government has a legal right to your property. Unlike the lien itself, the NFTL makes the lien public record.

IRS Reference: IRC § 6323

Related:Federal Tax LienLien ReleaseLien Withdrawal

Tax Levy

In Plain English:

When the IRS actually takes your money or property - not just claims it. They can take money from your paycheck, bank account, or sell your belongings.

A legal seizure of property to satisfy a tax debt. Unlike a lien which is a claim against property, a levy actually takes the property. Levies can be applied to wages, bank accounts, Social Security benefits, and other income or assets.

Example:

The IRS issued a levy on Mary's bank account, freezing $15,000 to apply toward her tax debt.

IRS Reference: IRC § 6331

Related:Bank LevyWage GarnishmentContinuous Levy

Wage Garnishment

In Plain English:

When the IRS takes money directly from your paycheck, every pay period, until your debt is paid.

A continuous levy on wages, salary, and other income. Unlike a regular levy, a wage garnishment remains in effect until the tax debt is paid, the levy is released, or the collection period expires.

IRS Reference: IRC § 6331(e)

Related:Tax LevyForm 668-WLevy Release

Bank Levy

In Plain English:

When the IRS freezes and takes money from your bank account. You have 21 days to try to get the money back before the bank sends it to the IRS.

A one-time seizure of funds from a bank account. When the IRS serves a levy on a bank, the bank must hold the funds for 21 days before sending them to the IRS, giving the taxpayer time to resolve the issue.

IRS Reference: IRC § 6332(c)

Related:Tax LevyForm 668-A21-Day Holding Period

Subordination

In Plain English:

Getting the IRS to step back in line, letting another lender (like your mortgage company) go first, so you can refinance or sell.

When the IRS agrees to make its federal tax lien secondary to another creditor's interest, typically to allow refinancing of a mortgage or sale of property.

IRS Reference: IRC § 6325(d)

Related:Federal Tax LienDischargeForm 14134

Discharge of Lien

In Plain English:

Removing the IRS lien from one specific property (like a house you're selling) while it stays on your other stuff.

Removal of a federal tax lien from specific property while the lien remains attached to other property. Often used to facilitate the sale of real estate.

IRS Reference: IRC § 6325(b)

Related:Federal Tax LienSubordinationForm 14135

Lien Withdrawal

In Plain English:

The IRS erasing their public notice completely, as if they never filed it. Better for your credit than just a release.

The IRS removing the public Notice of Federal Tax Lien as if it was never filed. This is different from a release, which acknowledges the lien existed.

IRS Reference: IRC § 6323(j)

Related:Notice of Federal Tax LienLien ReleaseForm 12277

Resolution Options

Offer in Compromise (OIC)

In Plain English:

A deal with the IRS to pay less than you owe. The IRS accepts if they believe it's the most they can realistically collect from you.

An agreement between a taxpayer and the IRS that settles the taxpayer's tax liabilities for less than the full amount owed. The IRS generally approves an OIC when the amount offered represents the most the IRS can expect to collect within a reasonable period of time.

Example:

After losing his job, David's $50,000 tax debt was settled through an Offer in Compromise for $8,500.

IRS Reference: IRC § 7122

Related:Reasonable Collection PotentialDoubt as to CollectibilityForm 656

Installment Agreement

In Plain English:

A monthly payment plan to pay off your tax debt over time instead of all at once.

A payment plan with the IRS that allows taxpayers to pay their tax debt over time. Various types exist including guaranteed, streamlined, and partial pay installment agreements, each with different qualification requirements.

Example:

Instead of paying $24,000 upfront, Susan set up an installment agreement to pay $400 per month for 60 months.

IRS Reference: IRC § 6159

Related:Streamlined Installment AgreementPartial Pay Installment AgreementForm 9465

Currently Not Collectible (CNC)

In Plain English:

A pause on IRS collection when you truly can't afford to pay. The debt doesn't go away, but the IRS stops trying to collect for now.

A status the IRS assigns to taxpayer accounts when collecting the tax debt would create an economic hardship. While in CNC status, the IRS suspends most collection activity, though the debt remains and penalties and interest continue to accrue.

Example:

After becoming disabled, Tom's account was placed in Currently Not Collectible status, stopping all IRS collection calls.

IRS Reference: IRM 5.16.1

Related:Economic HardshipCollection Statute Expiration DateForm 433-A

Innocent Spouse Relief

In Plain English:

Protection from your spouse's tax problems if you didn't know about them and it wouldn't be fair to hold you responsible.

Relief from joint tax liability for a spouse or former spouse when certain conditions are met, typically when one spouse was unaware of the other's tax understatement.

IRS Reference: IRC § 6015

Related:Equitable ReliefSeparation of LiabilityForm 8857

Penalties

Penalty Abatement

In Plain English:

Getting IRS penalties reduced or removed. You might qualify if you have a good reason for the issue or if it's your first offense.

The removal or reduction of IRS penalties. Common bases for abatement include reasonable cause, first-time penalty abatement (FTA), and administrative waiver.

IRS Reference: IRM 20.1

Related:First-Time Penalty AbatementReasonable CauseForm 843

First-Time Penalty Abatement (FTA)

In Plain English:

A one-time forgiveness of penalties if you've had a clean record with the IRS for the past three years.

An administrative waiver that provides relief from failure-to-file, failure-to-pay, and failure-to-deposit penalties for taxpayers with a clean compliance history for the prior three years.

IRS Reference: IRM 20.1.1.3.6.1

Related:Penalty AbatementReasonable CauseClean Compliance History

Financial Terms

Reasonable Collection Potential (RCP)

In Plain English:

The IRS formula to figure out what you can actually afford to pay. It looks at what you own and what you'll earn.

The IRS calculation of what they can reasonably collect from a taxpayer, used to evaluate Offer in Compromise applications. RCP equals the realizable value of assets plus future income potential.

IRS Reference: IRM 5.8.4

Related:Offer in CompromiseForm 433-AForm 433-B

IRS Forms

Power of Attorney (Form 2848)

In Plain English:

A form that lets a tax professional handle your IRS matters for you - receive your notices, talk to the IRS, and represent you.

Authorization for a qualified representative (attorney, CPA, enrolled agent) to act on behalf of a taxpayer before the IRS, including receiving confidential tax information.

IRS Reference: Form 2848 Instructions

Related:Enrolled AgentForm 8821CAF Number

Need Help Understanding Your Situation?

Our licensed tax professionals can explain how these terms apply to your specific case and help you find the best path forward.