IRS Form 9465 - Installment Agreement Request - TaxAct

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.

If you need help filling out Form 9465, go to our Form 9465 - Installment Agreement Request (Before Filing Return) FAQ.

To print Form 9465:

  1. From within your TaxAct return (Online), click the Print Center dropdown, then click Custom Print.
  2. In the Forms and Schedules section, click the checkbox next to Federal Form 9465 - [name].
  3. Click Print, then click the PDF link that is provided for printing. Click the print icon, then click Print in the dialog box that appears.

Note. If you see a message indicating you have not paid, you will need to click the View/Pay your return fees link which will direct you through the Paper Filing steps. Continue through the screens until you have processed the payment for your product fees, then repeat the steps to print.

  1. From within your TaxAct return (Desktop), click File in the upper menu bar, then click Custom Print.
  2. In the Forms and Schedules section, click the checkbox next to Federal Form 9465 - [name].
  3. Click Print, and a print dialog box appears so you can choose what printer to use and more options. Click Ok when you are ready to print.

Where do I send the form?

The mailing address to use varies based on the taxpayer's location. Go to the IRS Instructions for Form 9465 (in the "Where to File" section) 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 on Payment Plans webpage.

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, 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.

Related Links

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.