Form 9465, Installment Agreement Request Instructions
This form contains 66 fields organized into 26 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Address Change Notification | ||
| New Address | Checkbox |
Check this box if the current address is different from the address provided on your last tax return.
|
| Amount Owed Calculation | ||
| Total Amount Owed | Number |
Enter the total amount you owe as displayed on your tax return(s) or any notices you have received.
|
| Additional Balances Due | Number |
Enter any additional amounts you owe that are not already included in line 5, even if these amounts are part of an existing installment agreement.
|
| Combined Balance Due | Number |
Enter the sum of the amounts from line 5 and line 6.
|
| Payment with Request | Number |
Enter the amount of any payment you are submitting with this installment agreement request.
|
| Net Amount Owed | Number |
Enter the remaining balance after subtracting the payment amount on line 8 from the combined balance on line 7.
|
| Business Information | ||
| Business Name | Text |
Enter the full name of your business, especially if it is no longer operating.
|
| Employer Identification Number (EIN) | Text |
Enter your Employer Identification Number (EIN).
|
| City, State, and ZIP Code | ||
| City, State, and ZIP Code | Text |
Provide the city, town or post office, state, and ZIP code for your current address.
|
| Court-Ordered Payment Details | ||
| Yes | Checkbox |
Check this box if you make court-ordered payments.
|
| No | Checkbox |
Check this box if you do not make court-ordered payments.
|
| Yes | Checkbox |
Check this box if your court-ordered payments are deducted directly from your paycheck. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| No | Checkbox |
Check this box if your court-ordered payments are not deducted directly from your paycheck. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Monthly Court-Ordered Payment Amount | Number |
Please provide the total amount of your court-ordered payments each month. Fill only if 'Yes', 'No' is 'Yes' and 'No' respectively.
Depends on:
Yes, No
|
| Current Address | ||
| Street Address or P.O. Box | Text |
Please provide your current street address, including the number and street name. If you have a P.O. box and do not receive home delivery, enter your P.O. box number here.
|
| Apartment Number | Text |
Enter your apartment, suite, unit, or building number, if applicable.
|
| Direct Debit Information | ||
| Routing Number | Text |
Enter the routing number of the financial institution from which payments will be debited.
|
| Account Number | Text |
Enter the account number of the financial institution from which payments will be debited.
|
| Foreign Address | ||
| Foreign Country Name | Text |
Enter the full name of the foreign country for the foreign address. Fill only if 'City, State, and ZIP Code' is a foreign address.
Depends on:
City, State, and ZIP Code
|
| Foreign Province/State/County | Text |
Enter the province, state, or county for the foreign address. Fill only if 'City, State, and ZIP Code' is a foreign address.
Depends on:
City, State, and ZIP Code
|
| Foreign Postal Code | Text |
Enter the postal code for the foreign address. Fill only if 'City, State, and ZIP Code' is a foreign address.
Depends on:
City, State, and ZIP Code
|
| Health Insurance Details | ||
| Yes | Checkbox |
Check this box if you have health insurance.
|
| No | Checkbox |
Check this box if you do not have health insurance.
|
| Yes | Checkbox |
Check this box if your health insurance premiums are deducted directly from your paycheck. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| No | Checkbox |
Check this box if your health insurance premiums are not deducted directly from your paycheck. Fill only if 'Yes' is 'Yes'.
Depends on:
Yes
|
| Monthly Health Insurance Premiums | Number |
Enter the total amount of your monthly health insurance premiums. Fill only if 'Yes', 'No' is 'Yes' and 'No' respectively.
Depends on:
Yes, No
|
| Home Phone Number | ||
| Home Phone Number | Text |
Provide your primary home telephone number.
|
| Best Time to Call (Home) | Time |
Indicate the most suitable time of day for us to contact you at your home phone number.
|
| Marital and Household Expense Status | ||
| Single | Checkbox |
Check this box if your marital status is single. If checked, skip question 16b and go to question 17.
|
| Married | Checkbox |
Check this box if your marital status is married. If checked, proceed to question 16b.
|
| Yes | Checkbox |
Check this box if you share household expenses with your spouse. Fill only if 'Married' is selected.
Depends on:
Married
|
| No | Checkbox |
Check this box if you do not share household expenses with your spouse. Fill only if 'Married' is selected.
Depends on:
Married
|
| Monthly Child or Dependent Care Payments | ||
| Monthly Child or Dependent Care Payments | Text |
Enter the total dollar amount you pay each month for child or dependent care, excluding any court-ordered payments for child or dependent support. Enter in dollars and cents (for example, 250.00), without commas.
|
| Monthly Payment Calculation | ||
| Line 9 divided by 72 | Number |
Enter the result of dividing the amount on line 9 by 72.0.
|
| Proposed Monthly Payment | Number |
Enter the amount you can pay each month.
|
| Revised Monthly Payment | Number |
Enter your revised monthly payment if you can increase the amount on line 11a to be equal to or greater than the amount on line 10. Fill only if 'Line 9 divided by 72', 'Proposed Monthly Payment' amount on line 11a is less than the amount on line 10 and you're able to increase your payment.
Depends on:
Proposed Monthly Payment, Line 9 divided by 72
|
| Unable to Increase Monthly Payment | Checkbox |
Check this box if you are unable to increase your payment on line 11b to an amount that is more than or equal to the amount shown on line 10. You will also need to complete and attach Form 433-F, Collection Information Statement. Fill only if 'Line 9 divided by 72', 'Revised Monthly Payment' you can't increase your payment on line 11b to more than or equal to the amount shown on line 10.
Depends on:
Revised Monthly Payment, Line 9 divided by 72
|
| Monthly Payment Date | ||
| Payment Day | Text |
Enter the day of the month you want to make your payment, ensuring it is not later than the 28th.
|
| Number of Dependents | ||
| Number of Dependents | Text |
Enter the total number of dependents you will claim on this year's tax return.
|
| Number of Household Members 65 or Older | ||
| Household Members 65 or Older | Text |
Enter the total number of people in your household who are 65 years old or older.
|
| Number of Monthly Car Payments | ||
| Number of Car Payments | Text |
Enter the total number of car payments you make each month.
|
| Number of Vehicles Owned | ||
| Number of vehicles you own | Text |
Enter the total number of vehicles you own. Provide a whole number (for example, enter 0 if you own none).
|
| Payment Method Options | ||
| Low-income taxpayer unable to make electronic payments | Checkbox |
Check this box if you are a low-income taxpayer unable to make electronic payments via debit instrument and wish to have your user fee reimbursed.
|
| Payroll deduction payments | Checkbox |
Check this box if you want to make payments by payroll deduction and will attach a completed Form 2159.
|
| Personal Payment Information | ||
| Once a week | Checkbox |
Check this box if you receive your payment once a week.
|
| Once every 2 weeks | Checkbox |
Check this box if you receive your payment once every two weeks.
|
| Once a month | Checkbox |
Check this box if you receive your payment once a month.
|
| Twice a month | Checkbox |
Check this box if you receive your payment twice a month.
|
| Net Income Per Pay Period | Number |
Provide your net income received per pay period (take home pay).
|
| Primary Residence County | ||
| Primary Residence County | Text |
Enter the county in which your primary residence is located.
|
| Primary Taxpayer Information | ||
| Primary Taxpayer First Name and Initial | Text |
Please provide the primary taxpayer's first name and initial.
|
| Primary Taxpayer Last Name | Text |
Please provide the primary taxpayer's last name.
|
| Primary Taxpayer Social Security Number | Text |
Please provide the primary taxpayer's social security number.
|
| Spouse's Information | ||
| Spouse's First Name and Initial | Text |
Provide your spouse's first name and middle initial if you are filing a joint return.
|
| Spouse's Last Name | Text |
Provide your spouse's last name if you are filing a joint return.
|
| Spouse's Social Security Number | Text |
Enter your spouse's Social Security Number if you are filing a joint return.
|
| Spouse's Payment Information | ||
| Once a week. | Checkbox |
Check this box if you have a spouse and your spouse is paid once a week when reporting pay frequency for the installment agreement request. Fill only if 'Married' is selected.
Depends on:
Married
|
| Once every 2 weeks. | Checkbox |
Check this box if your spouse is paid once every two weeks. Fill only if 'Married' is selected.
Depends on:
Married
|
| Once a month. | Checkbox |
Check this box if your spouse is paid once a month. Fill only if 'Married' is selected.
Depends on:
Married
|
| Twice a month | Checkbox |
Check this box when your spouse is paid twice a month to report their pay frequency for the installment agreement request. Fill only if 'Married' is selected.
Depends on:
Married
|
| Spouse's Net Income Per Pay Period | Number |
Enter the total net income your spouse receives per pay period after taxes and other deductions. Fill only if 'Married' is selected.
Depends on:
Married
|
| Tax Form and Period Information | ||
| Requested Form(s) | Text |
Provide the tax form number(s) for which this installment agreement is requested.
|
| Tax Year(s) or Period(s) | Text |
Enter the tax year(s) or period(s) that are involved in this installment agreement request.
|
| Work Phone Number | ||
| Work Phone Number | Text |
Please provide your work phone number.
|
| Extension | Text |
Please enter your work phone extension, if applicable.
|
| Best Time to Call | Time |
Please indicate the best time for us to call you at your work phone number.
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