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How to request an installment agreement using Form 9465 in ProConnect Tax

by Intuit•4• Updated 2 months ago

If the taxpayer can't pay the total tax currently due but would like to pay the tax due through Form 9465, Installment Agreement Request, use the steps below to request an installment agreement in Intuit ProConnect.

Follow these steps to request an installment agreement:

Open the client return.
From the left of the screen, select Miscellaneous Forms and choose Installment Agreement (9465).
Under the Installment Agreement Request (9465) section, enter the Amount paid with return (-1=none) (9465, line 8).
Enter the Proposed monthly payment amount (9465, line 9).
Enter the Day of month payment due (1st through 28th) (9465, line 10).
Enter the Most convenient time to call you at home (9465, line 3).
Enter the Most convenient time to call you at work (9465, line 4).
Complete the information under the Automatic Withdrawal Information subsection.
Check any of the applicable boxes.

Additional information

Per the IRS Instructions for Form 9465:

"Guaranteed installment agreement.You’re eligible for a guaranteed installment agreement if the tax you owe isn’t more than $10,000 and:

During the past 5 tax years, you (and your spouse if filing a joint return) have timely filed all income tax returns and paid any income tax due, and haven’t entered into an installment agreement for the payment of income tax;
You agree to pay the full amount you owe within 3 years and to comply with the tax laws while the agreement is in effect; and
You’re financially unable to pay the liability in full when due."

Will the IRS withdraw the entire tax due amount from the Form 1040 if Form 9465 is e-filed with the return?

The amount of payment you’re making with the request from Form 9465, line 8 will be transmitted as the amount to be withdrawn.

The E-file Summary may say that the amount to be paid with the return is the full tax due from the Form 1040, page 2, but the electronic file shows the correct amount from the Form 9465. A review of the Client Letter or Filing Instructions will show the appropriate amount that will be withdrawn from the taxpayer's bank account.

How long will it take for the IRS to accept or reject the request?

The IRS will usually let the client know whether the request was approved or denied within 30 days of receiving it.

What are the criteria for filing Form 9465?

Refer to this IRS resource for information about the criteria for Form 9465.

Troubleshooting diagnostic ref # 905

The following critical diagnostic is generating:

Installment agreements request cannot be e-filed when the amount of tax due on the return is greater than $50,000. Ref. 905

This diagnostic will generate when Form 9465 is included with the return, and the tax due is over $50,000. Form 9465 Installment Agreement request is a form included for e-file; however, if the taxpayer (Single or MFJ) owes more than $50,000, the form cannot be electronically filed and must be mailed to the IRS.

Per the 9465 Instructions,

If the amount you owe is greater than $50,000, you must complete Form 433-F and mail it with this form. You can download Form 433-F at IRS.gov or order it by calling 1-800-TAX-FORM.

Follow these steps to e-file the return without Form 9465 and mail Form 9465 separately:

Go to the Input Return tab.
On the left-side menu, select Miscellaneous Forms.
Click on Installment Agreement (9465).
Delete all entries.
On the left-side menu, select General.
Click on Misc. Info. / Direct Deposit.
On the left-side menu, select Direct Deposit of Refund/ Electronic Payment.
Uncheck the box Electronic payment of balance due (if selected).
Review and e-file the return.

After the return has been successfully e-filed:

Go back to the section, Miscellaneous Forms, and then go to the screen, Installment Agreement (9465).
Re-enter the information to generate Form 9465.

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