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IRS Form 9465 – Installment Agreement Request – TaxAct

If a taxpayer is unable to pay the full balance due, they may request a monthly payment plan by filing Form 9465, Installment Agreement Request. The IRS generally recommends paying as much of the outstanding tax liability as possible before requesting an installment agreement for the remaining balance.

Form 9465 is available in all versions of TaxAct and may be filed independently, even if the taxpayer’s individual income tax return has already been submitted.

Note that filing Form 9465 does NOT guarantee requests for a payment plan. The IRS will contact you to approve or deny your installment plan request.

For guidance on completing Form 9465 within TaxAct, see the Form 9465 – Installment Agreement Request (Before Filing Return) FAQ.

Print Form 9465

Online

From within your TaxAct return (Online), click the Print Center dropdown, then click Custom Print.
In the Forms and Schedules section, click the checkbox next to Federal Form 9465 – [name].
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.

Desktop

From within your TaxAct return (Desktop), click File in the upper menu bar, then click Custom Print.
In the Forms and Schedules section, click the checkbox next to Federal Form 9465 – [name].
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.

Frequently Asked Questions

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?

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

When completing Form 9465, Installment Agreement Request, taxpayers who elect to make monthly payments through Electronic Funds Withdrawal (EFW) will be prompted to enter their banking information within the Form 9465 interview.

During the federal e-file process, select Mail a Check on the Federal Balance Due Options screen. Do not select the direct withdrawal payment option for the balance due.
Do not enter banking information under the Direct Withdrawal payment method during e-filing. Doing so will authorize the IRS to withdraw the entire balance due in a single transaction rather than establishing the requested installment agreement. Banking information for the installment plan should be entered only through the Form 9465 interview.
TaxAct will provide Federal E-File Instructions for review and printing during the filing process. Advise taxpayers that filing Form 9465 does not guarantee approval of an installment agreement. The IRS will notify the taxpayer whether the request has been approved or denied.
Retain Form 1040-V, Payment Voucher, with the taxpayer’s records. If the IRS denies the installment agreement request, Form 1040-V may be used to submit payment of the balance due. The voucher should not be mailed unless payment is required following IRS correspondence. See E-Filing – Direct Debit Not Set Up print instructions for Form 1040-V, Payment Voucher

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