Use IRS Form 9465 Installment Agreement Request to request a monthly installment plan if you can't pay your full tax due amount. The IRS encourages you to pay a portion of the amount you owe and then 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:
- Sign in to your TaxAct Online return.
- Click Print Center down the left to expand, then click Custom Print.
- Click to expand the FEDERAL Forms folder, then click to expand the Forms and Schedules folder.
- Click Federal Form 9465*.
- Click Print, 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. You must pay your TaxAct product fees in order to activate the print option. If you see "Federal is not paid - no forms available to print" and/or "[state] is not paid - no forms available to print" messages, click the View/Pay your return fees link directly above the Number of Copies box. To activate the ability to print, pay the TaxAct product fees and then continue through the print steps. This is not a prompt to pay your tax bill.
- Click Forms in the top left corner.
- Click to expand the Federal Forms folder, then click to expand the Forms and Schedules folder.
- Scroll down and double-click Form 9465 - Installment Agreement Request.
- Click the Printer icon in the toolbar.
In the print dialog box that appears, you can 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 IRS Apply Online for a Payment Plan webpage 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 webpage.
- 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, select Mail a Check on the screen titled E-Filing - Federal Balance Due Options. 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 Form 1040-V needs to be mailed, keep it with your records. Mail Form 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.
Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.