does form 9465 installment agreement automatically get sent to the IRS when I efile clients return? I filled in everything I was suppossed to at the form.

[jh77]

does form 9465 installment agreement automatically get sent to the IRS when I efile clients return? I filled in everything I was suppossed to on the form.  Just making sure it is efiled and we don't have to mail.  Thank you. 

[Just-Lisa-Now- · Accepted solution]

It gets sent but they wont process it for multiple months, its a much better option to EF without it, and let them create an online IRS account and apply for the agreement once the return has posted to their IRS Account (once they get a bill, then they know its posted to their account and an agreement can be applied for).

If youre sure you want to send it, be careful with any balance due amounts, I saw a report of someone that they pulled the entire balance due instead of just a small payment they were expecting.

[jh77]

Thank you very much!!

[Skylane]

I usually tell my clients to send what they can with the return, then make subsequent payments on line at direct pay… eventually they’ll get  letter and they can call collections directly and work out the balance and hopefully avoid the installment plan fee.