Form 9465

[jblynch]

Filed a return with a Form 9465 payment plan that should have been automatically accepted.  The IRS came back and added some penalties and interest that I still need to review.  The client letter made it look like the entire revised/higher balance was all due at the same time.  Considering that the Form 9465 was filed with the return, the question for the client is whether the initial filing was completely voided when the grand total was increased or whether an amended 9465 can be filed.  Or, should I just have the client call the IRS and review the situation as I do not have a POA in place.  Thank you, Jeff Lynch

[sjrcpa]

I suspect the 9465 gets processed separately, and later.

The letter from IRS is probably the standard computer generated tax due plus interest and penalty with no regard for the 9465.

I would have the client start the installment payments as outlined in the 9465. They can also call the IRS.

For future reference, it may be better to have the client request the installment payment plan online.

[judys3]

It's do to the fact the 9465 has not been accepted yet.  I do not like doing them with the return but clients prefer.  I do suggest to them until the agreement is accepted to make payments online.  It does take 2-3 mos for acceptance.