Get the free Installment Agreement Request - IRS Tax Attorney

Form (Rev. January 1996) 9465 Installment Agreement Request OMB No. 1545-1350 Department of the Treasury Internal Revenue Service See instructions below and on back. Note: Do not file this for m if

How to fill out installment agreement request

1. Determine your eligibility: Before filling out an installment agreement request, it is important to understand if you qualify for one. Generally, an installment agreement is suitable for individuals or businesses who are unable to pay their tax liability in full.
2. Gather necessary information: To complete the installment agreement request, you will need to provide your basic personal or business information, including your name, address, Social Security number or Employer Identification Number (EIN), and contact details.
3. Determine your proposed payment amount: Decide on the monthly payment amount that you can afford to pay towards your tax debt. This should be a realistic amount that takes into consideration your current financial situation.
4. Complete Form 9465: The installment agreement request is typically submitted using IRS Form 9465. You can obtain this form from the IRS website or request a copy by calling their toll-free number. Fill out all the required fields accurately, ensuring that the information provided matches your tax records.
5. Provide supporting documents: Depending on your specific situation, you may be required to include additional documents along with your installment agreement request. These may include financial statements, proof of income, or any other documentation that supports your request for an installment agreement.
6. Determine the type of installment agreement: Decide on the type of installment agreement that suits your needs best. The IRS offers different options, such as a guaranteed installment agreement, streamlined installment agreement, or a partial payment installment agreement. Consider consulting with a tax professional to determine the most suitable option for your circumstances.
7. Review and submit your request: Carefully review all the information provided on the installment agreement request form, ensuring its accuracy and completeness. Sign and date the form before submitting it to the IRS. You can either mail it to the address indicated in the instructions or submit it electronically, depending on the available options.

Who needs an installment agreement request?

1. Individuals with tax liabilities: If you are an individual taxpayer and unable to pay your tax debt in full, you may need to submit an installment agreement request to the IRS.
2. Businesses with tax liabilities: Businesses that are unable to pay their tax liability in full can also benefit from submitting an installment agreement request.
3. Self-employed individuals with estimated tax payments: If you are self-employed and make estimated tax payments throughout the year, but find it challenging to pay in full, an installment agreement request may be necessary.
4. Individuals experiencing financial hardships: Those facing financial hardships, such as unexpected medical expenses or loss of income, might need to request an installment agreement to manage their tax debt.

Note: It is advisable to consult with a tax professional or seek guidance from the IRS directly when filling out an installment agreement request to ensure accuracy and compliance with the applicable guidelines.

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What is installment agreement request?

An installment agreement request is a formal request made by a taxpayer to the Internal Revenue Service (IRS) to pay their tax liabilities in monthly installments over a specified period of time.

Who is required to file installment agreement request?

Any taxpayer who is unable to pay their tax liabilities in full and on time may be eligible to file an installment agreement request.

How to fill out installment agreement request?

To fill out an installment agreement request, taxpayers must complete and submit Form 9465 (Installment Agreement Request) or use the online payment agreement application on the IRS website.

What is the purpose of installment agreement request?

The purpose of an installment agreement request is to provide taxpayers with a manageable way to pay their tax debts over time without experiencing financial hardship.

What information must be reported on installment agreement request?

The installment agreement request must include the taxpayer's personal information, tax liabilities, proposed monthly payment amount, and details of their financial situation.