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    How can I stop an automatic withdrawal and convert to an Installment agreement?

    taxmanbrian
    Level 3
    ‎03-29-2022 03:44 PM

    How can I stop an automatic withdrawal from occurring on April 14, 2022 and convert the client to an Installment Agreement?

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    taxmanbrian
    Level 3
    ‎03-29-2022 04:36 PM

    Lisa - Thank you-never had this happen before.  Relayed it to the client and it worked perfectly.  Automatic system that verified her payment, SS#, bank account and then "assured" her of the payment cancellation.

    Brian

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    3 Comments 3
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎03-29-2022 03:56 PM

    The 8879 has the number to call to stop payment on a direct debit thats been scheduled.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎03-29-2022 03:56 PM
    Have the client wait for the first bill from IRS, then they can complete the installment agreement application.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    0 Cheers
    taxmanbrian
    Level 3
    ‎03-29-2022 04:36 PM

    Lisa - Thank you-never had this happen before.  Relayed it to the client and it worked perfectly.  Automatic system that verified her payment, SS#, bank account and then "assured" her of the payment cancellation.

    Brian







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