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Common questions on filing Form 9465 in Lacerte

by Intuit• Updated 3 weeks ago

Follow these steps to enter Form 9465 in the program:

Go to Screen 80, Installment Agreement (9465).
Under Installment Agreement Request (9465), 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.

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The amount of payment you’re making with the request from Form 9465, line 8 will be transmitted as the amount to be withdrawn.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 A review of the Client Letter or Filing Instructions will show the appropriate amount that will be withdrawn from the taxpayer's bank account.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.

Filing Form 9465 Separately

Step 1: To e-file the return without Form 9465 and file Form 9465 separately:

Go to Screen 80, Installment Agreement Request.
Remove all entries from Screen 80.
Go to Screen 3, Miscellaneous Information.
Scroll down to the Direct Deposit of Refund/ Electronic Payment section.
Uncheck the box, Electronic payment of balance due (if selected).
E-file the Individual Return.

Step 2: After the Individual return has been successfully e-filed:

Go to Screen 80, Installment Agreement Request.
Re-enter the information to generate Form 9465.
Check the box, Not filing with Form 1040 (separate filing instructions).
Go to Screen 5.1, Invoice, Letter, Filing Instructions.
Scroll down to the Filing Instructions section.
Enter a 1 in the field Filing instructions: 1 = yes, 2 = no [O].
Check the box, Installment Agreement Request (9465).

This will generate separate filing instructions for Form 9465. These instructions will appear within the Forms view, Filing Instructions.

Please visit the IRS website for a list of addresses for filing Form 9465

Lacerte Tax 2023

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