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