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Form 9465 (Rev. December 2013) Department of the Treasury Internal Revenue Service Installment Agreement Request Information about Form 9465 and its separate instructions is at www.irs.gov/form9465.

How to fill out installment agreement request

How to fill out installment agreement request

1. Step 1: Gather all necessary financial information such as income, expenses, assets, and debts.
2. Step 2: Download Form 9465, Installment Agreement Request, from the IRS website.
3. Step 3: Fill out personal and contact information accurately.
4. Step 4: Provide your Social Security number or Individual Taxpayer Identification Number (ITIN).
5. Step 5: Indicate the tax years and types of tax you owe.
6. Step 6: Determine the monthly amount you can afford to pay towards your tax debt.
7. Step 7: Choose a payment method - electronic funds withdrawal, check, money order, or payroll deduction.
8. Step 8: Sign and date the form.
9. Step 9: Attach any required documents like a financial statement or supporting materials.
10. Step 10: Mail the completed form and attachments to the appropriate IRS address based on your state of residence.

Who needs installment agreement request?

1. Individual taxpayers who cannot pay their full tax liability by the due date.
2. Taxpayers who are facing financial hardship and unable to settle their tax debts immediately.
3. Self-employed individuals or small business owners who owe taxes.
4. Anyone who wants to avoid IRS collection actions such as levies or garnishments.
5. Taxpayers who prefer to manage their tax debt through structured monthly payments.

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What is installment agreement request?

An installment agreement request is a formal arrangement between a taxpayer and the IRS to pay off a tax debt in smaller, more manageable amounts over time.

Who is required to file installment agreement request?

Taxpayers who are unable to pay their full tax debt at once are required to file an installment agreement request.

How to fill out installment agreement request?

Taxpayers can fill out an installment agreement request by completing Form 9465 and submitting it to the IRS.

What is the purpose of installment agreement request?

The purpose of an installment agreement request is to provide taxpayers with a way to pay off their tax debt over time without facing immediate financial hardship.

What information must be reported on installment agreement request?

Information such as personal details, tax debt amount, proposed payment plan, and financial statements must be reported on an installment agreement request.