IRS Form 9465 - Installment Agreement Request - TaxAct

IRS Form 9465 Installment Agreement Request is used to request a monthly installment plan if you cannot pay the full amount you owe shown on your federal tax return. It is highly recommended that you pay a portion of the amount you owe and request an installment for the remaining balance. Form 9465 is available in all versions of TaxAct®.

You can file Form 9465 by itself, even if you've already filed your individual tax return.

To print and mail Form 9465:

  1. Sign in to your TaxAct Online return
  2. Click the Print Center heading in the left column then click Custom
  3. In the Forms and Schedules box select Federal Form 9465
  4. Click the blue Print button and then click the PDF link. The item will appear in a PDF read-only format. At that time you can click the printer icon on the screen to actually print, or close the window without printing.

Note. If the Payment Option screen appears after you click Print in Step 6 above, you have not yet paid for your use of the product. To activate the ability to print, pay the product fees and then continue through the print steps.

  1. Click the Forms button in the top left corner
  2. Expand the Federal Forms folder and then expand the Forms and Schedules folder
  3. Scroll down and double click Form 9465 - Installment Agreement Request 
  4. Click on the Printer icon in the toolbar 

In the print dialog box that appears you are able to choose if you wish to send the output to a printer or a PDF document. 

Where do I send the form?

The mailing address to use varies based on the taxpayer's location. Please consult the Form 9465 Instructions (under the Where to File heading) to find the IRS Service Center mailing address for your location.

Can I apply for an installment plan online, or do I have to mail something?

You can apply for a payment agreement online directly through the IRS. The Apply Online for a Payment Plan page is designed to help you determine eligibility and walk you through the online application process. 

Note. The IRS charges a fee for installment agreements, as well as interest on the unpaid balance. You may also incur a late penalty. More information is available at the IRS Additional Information no Payment Plans page.

Additional Information

  • If you choose to set up monthly Electronic Funds Withdrawals for your installment request during the entry of your information for Form 9465, you will be prompted to enter your banking information. When you proceed through the electronic filing steps, choose Mail a Check on the E-Filing - Federal Balance Due Options screen. In the event the IRS does not approve the installment request, mail the Form 1040-V voucher to submit payment. Until you hear from the IRS that the Form 1040-V needs to be mailed, keep it with your records. Mail the 1040-V only if your installment request is denied.
  • Do NOT enter your banking information under the Direct Withdrawal selection, because that will result in the entire amount being withdrawn all at once. You were prompted to enter the banking information in the Q&A section for Form 9465 earlier in the process.
  • In the filing steps, you will be prompted to view and/or print the Federal E-File Instructions. Note that 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.

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