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This document is used to request an installment agreement with the IRS to pay federal taxes owed over time. It includes sections for personal information, tax details, and bank information for payments.
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How to fill out form 9465

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How to fill out Form 9465

01
Obtain Form 9465 from the IRS website or your tax professional.
02
Fill out the top section with your personal information, including name, address, and Social Security number.
03
Specify the tax year for which you are requesting the payment plan.
04
Indicate the amount you owe to the IRS.
05
Choose your preferred payment plan: monthly payment amount and whether you are applying for a short-term or long-term plan.
06
Sign and date the form.
07
Submit the completed form to the address specified in the instructions.

Who needs Form 9465?

01
Individuals who owe federal taxes and cannot pay the full amount by the due date.
02
Taxpayers who need to request a monthly installment payment plan for their tax balance.
03
Those who have received a notice from the IRS about their tax debt and wish to set up a payment agreement.
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We can terminate your installment agreement if: You do not make monthly installment payments as agreed. You do not pay any other federal tax debt when due. You do not provide financial information when requested.
Most taxpayers qualify for an IRS payment plan (or installment agreement) and can use the Online Payment Agreement (OPA) to set it up to pay off an outstanding balance over time. Once taxpayers complete the online application, they receive immediate notification of whether the IRS has approved their payment plan.
If you don't qualify for an IA through OPA, you may also request an IA by submitting Form 9465, Installment Agreement Request, with the IRS. When you request an IA using the form, generally, you'll receive a response from the IRS within 30 days notifying you of whether the IA request was approved or rejected.
The following form types can be e-filed through the MeF Platform: Corporations (Forms 1120, 1120-F and 1120-S) Employment Tax (Forms 940, 940-PR, 941, 941-PR, 941-SS, 943, 943-PR, 944, and 945) 94x Online Signature PIN Registration. Exempt Organizations (Forms 990, 990-EZ, 990-N, 990-PF, 990-T, 1120-POL and 4720)
The user fee for requesting an installment agreement using Form 9465 is $225 with payment by check and $107 with payment by direct debit from your checking account. To qualify for a lower user fee, you can request an installment agreement using the IRS Online Payment Agreement tool.
If you don't qualify for an IA through OPA, you may also request an IA by submitting Form 9465, Installment Agreement Request, with the IRS. When you request an IA using the form, generally, you'll receive a response from the IRS within 30 days notifying you of whether the IA request was approved or rejected.
Below are the options you can choose from, including the costs associated with each method: Check, money order, or credit card: $149 for online payment, $225 for mail. Direct debit: $31 for online payment, $107 for mail. Payroll deduction installment agreement: $120.
Most taxpayers qualify for an IRS payment plan (or installment agreement) and can use the Online Payment Agreement (OPA) to set it up to pay off an outstanding balance over time. Once taxpayers complete the online application, they receive immediate notification of whether the IRS has approved their payment plan.
Form-9465 can be sent to the IRS alongside your tax return, both electronically or via snail mail. Save the trees and your printing costs by setting up your installment agreement online. You'll receive a faster notification of approval too.
The IRS might deny a payment plan if you have incomplete tax filings, owe for multiple periods, or lack consistent compliance with tax laws.

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Form 9465 is an application used by taxpayers to request an installment agreement with the Internal Revenue Service (IRS) for paying their federal tax liabilities over time.
Any taxpayer who cannot pay their tax balance in full by the due date and wishes to set up a payment plan with the IRS is required to file Form 9465.
To fill out Form 9465, taxpayers should provide their personal information, including name, address, Social Security number, the amount owed, and propose a monthly payment amount along with checking the desired payment method.
The purpose of Form 9465 is to formalize an agreement between the taxpayer and the IRS to allow the taxpayer to pay off their outstanding tax debt in installments rather than in a lump sum.
The information that must be reported on Form 9465 includes the taxpayer's personal details, the total tax amount owed, the amount the taxpayer can pay monthly, and the preferred payment method or date for future payments.
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