Federal Installment Agreement Request
Extracted from PDF file 2018-federal-form-9465.pdf, last modified December 2018
Installment Agreement Request9465 Form (Rev. December 2018) Department of the Treasury Internal Revenue Service Installment Agreement Request ▶ Go to www.irs.gov/Form9465 for instructions and the latest information. ▶ If you are filing this form with your tax return, attach it to the front of the return. ▶ See separate instructions. OMB No. 1545-0074 Tip: If you owe $50,000 or less, you may be able to avoid filing Form 9465 and establish an installment agreement online, even if you haven’t yet received a tax bill. Go to www.irs.gov/OPA to apply for an Online Payment Agreement. Part I This request is for Form(s) (for example, Form 1040 or Form 941) ▶ Enter tax year(s) or period(s) involved (for example, 2016 and 2017, or January 1, 2017 to June 30, 2017) 1a ▶ Your first name and initial Last name Your social security number If a joint return, spouse’s first name and initial Last name Spouse’s social security number Current address (number and street). If you have a P.O. box and no home delivery, enter your box number. Apt. number City, town or post office, state, and ZIP code. If a foreign address, also complete the spaces below (see instructions). Foreign province/state/county Foreign country name 1b If this address is new since you filed your last tax return, check here 2 Name of your business (must no longer be operating) 3 . . . . . . Foreign postal code . . . . . . . . . . . ▶ Employer identification number (EIN) 4 Your home phone number 5 6 Best time for us to call Your work phone number Ext. Enter the total amount you owe as shown on your tax return(s) (or notice(s)) . . . . . . . . If you have any additional balances due that aren’t reported on line 5, enter the amount here (even if the amounts are included in an existing installment agreement) . . . . . . . . . . . . 7 8 9 10 Add lines 5 and 6 and enter the result . . . . . . . . . . . . . . . Enter the amount of any payment you’re making with this request. See instructions Amount owed. Subtract line 8 from line 7 and enter the result . . . . . . . Divide the amount on line 9 by 72 and enter the result . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Best time for us to call 5 6 7 8 9 10 11a Enter the amount you can pay each month. Make your payment as large as possible to limit interest and penalty charges, as these charges will continue to accrue until you pay in full. If you have an existing installment agreement, this amount should represent your total proposed monthly payment amount for all your liabilities. If no payment amount is listed on line 11a, a payment will be determined for you by dividing the balance due on line 9 by 72 months . . . . . . . 11a $ b If the amount on line 11a is less than the amount on line 10 and you’re able to increase your payment to an amount that is equal to or greater than the amount on line 10, enter your revised monthly payment 11b $ • If you can’t increase your payment on line 11b to more than or equal to the amount shown on line 10, check the box. Also, complete and attach Form 433-F, Collection Information Statement . . . . . . . . . . . . . . . . . . . • If the amount on line 11a (or 11b, if applicable) is more than or equal to the amount on line 10 and the amount you owe is over $25,000 but not more than $50,000, then you don’t have to complete Form 433-F. However, if you don’t complete Form 433-F, then you must complete either line 13 or 14. • If the amount on line 9 is greater than $50,000, complete and attach Form 433-F. 12 12 Enter the date you want to make your payment each month. Don’t enter a date later than the 28th If you want to make your payments by direct debit from your checking account, see the instructions and fill in lines 13a and 13 13b. This is the most convenient way to make your payments and it will ensure that they are made on time. ▶ a Routing number ▶ b Account number I authorize the U.S. Treasury and its designated Financial Agent to initiate a monthly ACH debit (electronic withdrawal) entry to the financial institution account indicated for payments of my federal taxes owed, and the financial institution to debit the entry to this account. This authorization is to remain in full force and effect until I notify the U.S. Treasury Financial Agent to terminate the authorization. To revoke payment, I must contact the U.S. Treasury Financial Agent at 1-800-829-1040 no later than 14 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payments of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payments. c 14 Low-income taxpayers only. If you’re unable to make electronic payments through a debit instrument by providing your banking information on lines 13a and 13b, check this box and your user fee will be reimbursed upon completion of your installment agreement. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . If you want to make payments by payroll deduction, check this box and attach a completed Form 2159 . Your signature Date For Privacy Act and Paperwork Reduction Act Notice, see instructions. . . . . . . Spouse’s signature. If a joint return, both must sign. Date Cat. No. 14842Y Form 9465 (Rev. 12-2018) Form 9465 (Rev. 12-2018) Page 2 Part II Additional information. Complete this part only if all three conditions apply: 1. you defaulted on an installment agreement in the past 12 months, 2. you owe more than $25,000 but not more than $50,000, and 3. the amount on line 11a (or 11b, if applicable) is less than line 10. Note: If you owe more than $50,000, complete and attach Form 433-F, Collection Information Statement. 15 In which county is your primary residence? 16a Marital status: Single. Skip question 16b and go to question 17. Married. Go to question 16b. b Do you share household expenses with your spouse? Yes. No. 17 How many dependents will you be able to claim on this year’s tax return?. . . . . . . . . 17 18 How many people in your household are 65 or older? . . . . . . . . . . . . . . 18 19 How often are you paid? Once a week. Once every two weeks. Once a month. Twice a month. 20 What is your net income per pay period (take home pay)? . . . . . . . . . . . . . . 20 $ . Note: Complete lines 21 and 22 only if you have a spouse and meet certain conditions (see instructions). If you don’t have a spouse, go to line 23. 21 How often is your spouse paid? Once a week. Once every two weeks. Once a month. Twice a month. 22 What is your spouse’s net income per pay period (take home pay)? . . . . . . . . . . . 22 $ 23 How many vehicles do you own? . . . . . . . . . . . 23 24 How many car payments do you have each month? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 25a Do you have health insurance? Yes. Go to question 25b. No. Skip question 25b and go to question 26a. b Are your health insurance premiums deducted from your paycheck? Yes. Skip question 25c and go to question 26a. No. Go to question 25c. c How much are your monthly health insurance premiums? . . . . . . . . . . . . . . 25c $ 26a Do you make court-ordered payments? Yes. Go to question 26b. No. Go to question 27. b Are your court-ordered payments deducted from your paycheck? Yes. Go to question 27. No. Go to question 26c. c How much are your court-ordered payments each month? . . . . . . . . . 27 . . . . Not including any court-ordered payments for child and dependent support, how much do you pay for child or dependent care each month? . . . . . . . . . . . . . . . . . . . 26c $ 27 $ Form 9465 (Rev. 12-2018)
Form 9465 (Rev. December 2018)
More about the Federal Form 9465 Corporate Income Tax
We last updated the Installment Agreement Request in December 2018, and the latest form we have available is for tax year 2018. This means that we don't yet have the updated form for the current tax year. Please check this page regularly, as we will post the updated form as soon as it is released by the Federal Internal Revenue Service. You can print other Federal tax forms here.
Other Federal Corporate Income Tax Forms:
|Form Code||Form Name|
|Form 941||Employer's Quarterly Federal Tax Return|
|Form 9465||Installment Agreement Request|
|Form 1120-H||U.S. Income Tax Return for Homeowners Associations|
|990 (Schedule O)||Supplemental Information to Form 990 or 990-EZ|
|Form 4562||Depreciation and Amortization (Including Information on Listed Property)|
The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 9465 from the Internal Revenue Service in December 2018.
About the Corporate Income Tax
The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.
Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).
Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.
Historical Past-Year Versions of Federal Form 9465
We have a total of seven past-year versions of Form 9465 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
Form 9465 (Rev. December 2018)
Form 9465 (Rev. January 2018)
Form 9465 (Rev. December 2013)
Form 9465 (Rev. December 2013)
Form 9465 (Rev. December 2013)
Form 9465 (Rev. December 2012)
Form 9465 (Rev. December 2011)
While we do our best to keep our list of Federal Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.