Instructions Draft For Form 9465 - Installment Agreement Request Page 4
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5If the amount on line 10 is less than the amount on line 11 and you
Specific Instructions
are unable to increase your payment to the amount on line 11,
complete and attach Form 433-F.
If the amount on line 10 is equal to or greater than the amount on
Line 1a
line 11 but the amount you owe is greater than $25,000 but not more
than $50,000, you must complete either line 13 or 14, if you do not
If you are making this request for a joint tax return, show the names
want to complete Form 433-F. If you have defaulted on an
and social security numbers (SSNs) in the same order as they
installment agreement within the last 12 months, and the amount
appear on your tax return.
you owe is greater than $25,000 but not more than $50,000, you
DRAFT AS OF
Line 1b
must complete Part II on page 2 of Form 9465.
If the amount on line 9 is greater than $50,000, complete and
If the address you provided on line 1a is new since you filed your last
attach Form 433-F.
tax return, check the box on line 1b.
Line 12
Line 2
You can choose the day of each month your payment is due. This
Show the name and employer identification number of your business
December 5, 2013
can be on or after the 1st of the month, but no later than the 28th of
(must be no longer operating).
the month. For example, if your rent or mortgage payment is due on
the 1st of the month, you may want to make your installment
Line 7
payments on the 15th. When we approve your request, we will tell
Enter the total amount you owe as shown on your tax return(s) (or
you the month and day that your first payment is due.
notice(s)).
If we have not replied by the date you chose for your first
If the total amount you owe is greater than $25,000 but not
payment, you can send the first payment to the Internal Revenue
more than $50,000, you must either: 1) Complete lines 13a
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Service Center at the address shown earlier that applies to you. See
and 13b and agree to make your payments by direct debit,
the instructions for line 8 above for details on what to write on your
CAUTION
or 2) Check box 14 to agree to make your payments by payroll
payment.
deduction, and attach a completed, signed Form 2159, Payroll
Lines 13a and 13b
Deduction Agreement. A payroll deduction agreement is not
available if you file Form 9465 electronically.
Making your payments by direct debit will help ensure that
your payments are made timely and that you are not in
Note: Electronic filing of Form 9465 is not available if the amount
TIP
default of this agreement.
you owe is greater then $50,000.
To pay by direct debit from your checking account at a bank or other
If you do not agree to make your payments by direct debit or payroll
financial institution (such as a mutual fund, brokerage firm, or credit
deduction, complete Form 433-F, Collection Information Statement,
union), fill in lines 13a and 13b. Check with your financial institution
and file it with this form.
to make sure that a direct debit is allowed and to get the correct
If the amount you owe is greater than $50,000, you must complete
routing and account numbers.
Form 433-F, and file it with this form. You can download Form 433-F
Line 13a. The routing number must be nine digits. The first two
at IRS.gov or order it by calling 1-800-TAX-FORM
digits of the routing number must be 01 through 12 or 21 through 32.
(1-800-829-3676).
Use a check to verify the routing number. On the sample check on
If the total amount you owe is not more than $50,000
this page, the routing number is 250250025. But if your check is
(including any amounts you owe from prior years), you do
payable through a financial institution different from the one at which
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not need to file Form 9465; you can request an installment
you have your checking account, do not use the routing number on
agreement online. For more information see Applying online for a
that check. Instead, contact your financial institution for the correct
payment agreement, earlier.
routing number.
Line 13b. The account number can be up to 17 characters (both
Line 8
numbers and letters). Include hyphens but omit spaces and special
symbols. Enter the number from left to right and leave any unused
Even if you cannot pay the full amount you owe now, you should pay
boxes blank. On the sample check below, the account number is
as much as possible to limit penalty and interest charges. If you are
20202086. Do not include the check number.
filing this form with your tax return, make the payment with your
return. For details on how to pay, see your tax return instructions.
Note. We may have filed a Notice of Federal Tax Lien against your
If you are filing this form by itself, such as in response to a notice,
property. If so, you may be able to get the notice of lien withdrawn.
attach a check or money order payable to “United States Treasury.”
To learn more about lien withdrawals and to see if you qualify, visit
Do not send cash. Be sure to include:
IRS.gov and enter "lien withdrawal" in the search box.
Your name, address, SSN/EIN, and daytime phone number.
The direct debit from your checking account will not be
The tax year and tax return (for example, “2012 Form 1040”) for
approved unless you (and your spouse if filing a joint return)
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which you are making this request.
sign Form 9465.
Line 9
Subtract line 8 from line 7 and enter the result.
Line 10
Enter on line 10 the amount you can pay each month. Make your
payments as large as possible to limit interest and penalty charges.
The charges will continue until you pay in full. If no payment amount
is listed on line 10, a payment will be determined for you by dividing
the balance due by 72 months.
Line 11
Divide the amount on line 9 by 72 and enter the result.
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