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Common questions on filing Form 9465 in Lacerte

by Intuit Updated 6 months ago

Follow these steps to enter Form 9465 in the program:

  1. Go to Screen 80, Installment Agreement (9465).
  2. Under Installment Agreement Request (9465), enter the Amount paid with return (-1= none) (9465, line 8).
  3. Enter the Proposed monthly payment amount (9465, line 9).
  4. Enter the Day of month payment due (1st through 28th) (9465, line 10).
  5. Enter the Most convenient time to call you at home (9465, line 3).
  6. Enter the Most convenient time to call you at work (9465, line 4).
  7. Complete the information under the Automatic Withdrawal Information subsection.
  8. Check any of the applicable boxes.

The amount of payment you’re making with the request from Form 9465, line 8 will be transmitted as the amount to be withdrawn.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 A review of the Client Letter or Filing Instructions will show the appropriate amount that will be withdrawn from the taxpayer's bank account.

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

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

Lacerte Tax

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