Internal Revenue Service · Federal form
Fill out Form 9465
Installment Agreement Request Rev. September 2020
From IRS: Use Form 9465 to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return (or on a notice the IRS sent you). Source
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When not to use this form. Do not use Form 9465 if you can pay the full amount you owe within 180 days, if you want to request a payment plan online, or if your business is still operating and owes employment or unemployment taxes (call the number on your most recent notice instead). Source
Facts from the official source
Quoted or closely restated from the IRS's own pages and PDFs, checked .
| Fact | What the source says | Source |
|---|---|---|
| Issued by | Internal Revenue Service, U.S. Department of the Treasury | About Form 9465 (IRS) |
| Edition | Rev. September 2020 | Form 9465 (Rev. September 2020), official PDF Form 9465, page 1 footer; header reads "(Rev. September 2020)". |
| Current revision | The IRS links the Rev. September 2020 PDF (f9465.pdf) as the current revision. | About Form 9465 (IRS) About Form 9465, "Current revision" section. |
| Where to file | Attach Form 9465 to the front of your return and send it to the address in your tax return booklet. If you have already filed your return or are responding to a notice, file Form 9465 by itself with the IRS Service Center address in the instructions’ table that applies to you. | Instructions for Form 9465 (Rev. July 2024), PDF Instructions for Form 9465 (Rev. July 2024), page 4, "Where To File" (address tables on pages 3 and 4). |
| User fee | Fees in effect as of July 1, 2024, not using the online payment application: $107 by direct debit, or $178 by check, money order, credit card or debit card (online: $22 and $69). Low-income taxpayers: see the instructions. | Instructions for Form 9465 (Rev. July 2024), PDF Instructions for Form 9465 (Rev. July 2024), page 2, "Installment agreement user fees" (fee table). |
| Collection Information Statement | If the amount on line 9 is greater than $50,000, complete and attach Form 433-F. | Form 9465 (Rev. September 2020), official PDF Form 9465 (Rev. September 2020), page 1, line 11b. |
| Signatures | If it is a joint return, both spouses must sign. | Form 9465 (Rev. September 2020), official PDF Form 9465 (Rev. September 2020), page 1, signature line. |
| Direct debit approval | The direct debit from your checking account will not be approved unless you (and your spouse if filing a joint return) sign Form 9465. | Instructions for Form 9465 (Rev. July 2024), PDF Instructions for Form 9465 (Rev. July 2024), page 6, Lines 13a, 13b, and 13c, Caution. |
| When not to use this form | Do not use Form 9465 if you can pay the full amount you owe within 180 days, if you want to request a payment plan online, or if your business is still operating and owes employment or unemployment taxes (call the number on your most recent notice instead). | Instructions for Form 9465 (Rev. July 2024), PDF Instructions for Form 9465 (Rev. July 2024), page 1, "Who should not use this form?". |
| Bankruptcy or offer in compromise | If you are in bankruptcy or have a pending or accepted offer in compromise, do not file this form; call 800-829-1040 instead. | Instructions for Form 9465 (Rev. July 2024), PDF Instructions for Form 9465 (Rev. July 2024), page 2, "Bankruptcy or offer in compromise". |
| Official instructions | Instructions for Form 9465 (Rev. July 2024), for use with Form 9465 (Rev. September 2020). | Instructions for Form 9465 (Rev. July 2024), PDF Instructions for Form 9465 (Rev. July 2024), page 1, title. |
| Online payment agreement | If you owe $50,000 or less, you may be able to set up an installment agreement online at www.irs.gov/OPA instead of filing Form 9465, with a lower user fee. | Form 9465 (Rev. September 2020), official PDF Form 9465 (Rev. September 2020), page 1, Tip. |
What is on the form
- Part I, header
- Form number(s) and tax year(s) or period(s) the request covers. Form 9465, page 1
- Part I, lines 1a to 4
- Names, social security numbers, current address (and whether it is new), business name and EIN, and phone numbers with best time to call. Form 9465, page 1
- Part I, lines 5 to 11b
- Amount owed, additional balances, payment made with the request, amount owed after it, line 9 divided by 72, and the proposed monthly payment. Form 9465, page 1
- Part I, lines 12 to 14 and signatures
- Monthly payment date, direct debit routing and account numbers, low-income checkbox, payroll deduction checkbox, and your and your spouse’s signatures and dates. Form 9465, page 1
- Part II: Additional Information
- Lines 15 to 27: county of residence, marital status, dependents, household members 65 or older, pay frequency and net income (yours and spouse’s), vehicles and car payments, health insurance, court-ordered payments, and child or dependent care costs. Form 9465, page 2
Checked by PDF Tower: the official PDF has 2 pages and 66 fillable fields (42 text, 24 checkbox or radio), 113 KB. SHA-256 ee30ea90c10ccdcf…, computed .
Edition and revisions
- Edition on this page: Rev. September 2020.
- Recent developments (IRS): None at this time. Source
- All revisions at IRS
Sources
- About Form 9465 (IRS) Retrieved .
- Form 9465 (Rev. September 2020), official PDF Retrieved .
- Instructions for Form 9465 (Rev. July 2024), PDF Retrieved .
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