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Form 9465 - Installment Agreement Request (Before Filing Return)
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COVID-19 Update:

The IRS and the U.S. Treasury department have extended the federal filing and tax payment deadlines to July 15, 2020.

For more information:

You can enter or review information for Form 9465 Installment Agreement Request in TaxAct. See the steps below.

You can set up monthly electronic funds withdrawals for your installment request when you enter your information for Form 9465.

Filing Form 9465 does not guarantee your request for a payment plan. The IRS will contact you to approve or deny your installment plan request.

To enter information for Form 9465:

  1. From within your TaxAct return (Online or Desktop), click Federal. On smaller devices, click the menu icon in the upper left-hand corner, then select Federal
  2. Click Miscellaneous Topics to expand the category and then click IRS installment payment plan request
  3. Click Yes to enter or review data. 
  4. The program will proceed with the interview questions for you to enter or review the appropriate information

To set up monthly e-fund withdrawals:

When you enter your information for Form 9465, you’ll be prompted to enter your banking information. Proceed through the e-filing steps and select mail a check on the e-filing - federal balance due options screen.

Enter banking information in the correct section:

Do not enter your banking information under the direct withdrawal selection, or the entire amount will be withdrawn all at once. You were prompted to enter the banking information in the Q&A section for Form 9465 earlier in the process.

Find the e-filing instructions:

In the filing steps, you’ll be prompted to view and/or print the federal e-file instructions.

If the IRS doesn’t approve your installment request:

Mail the Form 1040-V voucher to submit payment, but only if your installment request is denied. Until you hear from the IRS that the Form 1040-V needs to be mailed, keep it with your records.

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