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9465 in SureFire

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📚 What This Guide Covers

Use Form 9465 to request a monthly installment plan when you cannot pay the full amount you owe.

📊 Step-by-Step Guide

Step 1: Confirm you need Form 9465

Use Form 9465 when the taxpayer cannot pay the full amount owed shown on the tax return (or on a notice sent to you).

Step 2: Review streamlined agreement expectations

Most installment agreements meet streamlined criteria, with a maximum term of 72 months.

• The maximum term for a streamlined agreement is 72 months.
• In certain circumstances, you can have longer to pay or your agreement can be approved for an amount that is less than the amount of tax you owe.

Step 3: Consider less costly alternatives first

Before requesting an installment agreement, consider other options that may cost less.

Examples include getting a bank loan or using available credit on a credit card.

Step 4: Attach or mail the request based on how you filed

How you submit the return determines how you send this request to the IRS.

• When filing printed returns: this request should be attached to the front of the return before mailing.
• If the return has been previously filed electronically: this request should be printed and mailed alone to the IRS Service Center where the taxpayer would mail a paper return.

Step 5: Get help if you have questions

If you have questions about this request, contact IRS support.

If you have any questions about this request, call 1-800-829-1040.

Tags: federal,form