Last Updated : January 14, 2009
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9465

Form 9465

Installment Agreement Request

If taxpayer cannot full pay tax liability in a lump sum amount, the IRS offers a payment by installment option. An installment agreement would allow taxpayer to make a series of payments over time. Installment agreements may be set up in various ways:

  • Direct Debit from bank account,
  • Payroll Deduction from employer or
  • Regular Installment Agreement

If taxpayer enters into an installment agreement, his/her payment amount should be based on ability to pay and should be an amount that can be maintained over the duration of the installment agreement.

Taxpayer needs to specify the amount he/she can pay and the day (1st-28th) he/she wishes to make payment each month. The IRS will respond to taxpayer’s request, usually within 30 days, to advise that:

  • Request is approved
  • Request is denied or
  • Additional information is needed.

If the agreement is approved, a one-time user fee will be charged. The user fee is $105 for regular installment agreements and $52 for agreements to be paid by way of direct debit from taxpayer’s bank account. Taxpayers with income at or below certain levels can apply for a reduced user fee of $43.

Line 1:
In this line, enter the taxpayer’s name, address, SSN, and other details of the taxpayer. Enter the name of Spouse and SSN if filing status of taxpayer is married filing jointly.

Line 2:
Check the box on line 2 if address entered on line 1 is other than entered on last year tax return.

Line 3:
Enter on this line taxpayer’s telephone number at home and workplace, also enter the best time to call the taxpayer at home and workplace.

Line 5:
Enter the taxpayer’s bank information on this line.

Line 6:
Enter on this line, employer name and address of the taxpayer.

Line 9:
Amount on this line will come from respective line of the respective form. If the total amount you owe is more than $25,000 (including any amount you owe from prior years) you are required to complete and attach Form 433-F.

Line 10:
Even if you cannot pay the full amount you owe now, you should pay as much as possible to limit penalty and interest charges.

Line 11:
You should try to make your payments large enough so that your balance due will be paid off by the due date of your next tax return.

Line 12:
Enter the date the taxpayer wants to make payment on each month. The date can be on or after 1st of the month, but no later than the 28th of the month.

Lines 13a and 13b:
To pay by electronic funds withdrawal from taxpayer’s account at a bank or other financial institution, fill in lines 13a and 13b. Check with financial institution to make sure that an electronic funds withdrawal is allowed and to get the correct routing and account numbers.

Routing Number:
Enter the taxpayer’s routing number. It must be nine digits, the first two digits of the routing number must be 01 through 12 or 21 through 32.

Account Number:
Enter the taxpayer’s account number. It can be up to 17 characters (both numbers and letters). Include hyphens but omit spaces and special symbols. Do not include the check number in this field.

Supported States

Supported States

Federal CA CO CT GA
IL MD MI NC NM NJ
NY OH PA SC VT
     

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