======================================================================== NOT LEGAL ADVICE. NOT TAX ADVICE. Excite Tax is not a law firm, and no one at Excite Tax is an attorney. These templates are general information. Sharing them is not legal advice or tax advice, and it creates no attorney-client relationship and no preparer-client relationship with Excite Tax. Before you send anything, check the current IRS instructions for your notice or form; forms, deadlines and addresses change. For free or low-cost help, contact a Low Income Taxpayer Clinic (https://www.taxpayeradvocate.irs.gov/litc) or the Taxpayer Advocate Service (https://www.taxpayeradvocate.irs.gov/). ======================================================================== INSTALLMENT AGREEMENT REQUEST CHECKLIST From: https://excite-tax.vercel.app/templates/installment-agreement-checklist Official sources were read on 2026-09-23; check them again before you use this template. Replace every [BRACKETED] field. Delete any line that does not apply. ------------------------------------------------------------------------ IRS PAYMENT PLAN CHECKLIST Step 1 — Know the balance [ ] Total owed (tax + penalties + interest): $[AMOUNT], per [notice CP___ dated ___ / online account on ___] [ ] Every required return is filed: [YES / list missing returns and file them first] Step 2 — Pick the route [ ] Individual (including sole proprietor or independent contractor), owe $50,000 or less → apply online (Online Payment Agreement) [ ] Individual, can pay in full within 180 days and owe less than $100,000 → short-term plan online [ ] Business still operating that owes employment or other business taxes → call the number on the notice or 800-829-4933 [ ] Individual who cannot or will not apply online → Form 9465 by mail Step 3 — Numbers to have ready [ ] Monthly payment you can afford: $[AMOUNT] (larger payments mean less interest) [ ] Payment day of the month: [1st–28th] [ ] For direct debit (lower setup fee): bank routing number [_________] and account number [_________] [ ] If owed is over $25,000 and up to $50,000 on Form 9465: direct debit or payroll deduction (Form 2159), or a Form 433-F [ ] If owed is over $50,000: Form 433-F, Collection Information Statement, with documents Step 4 — After approval [ ] Keep every future return filed and paid on time; note the plan's due date in [CALENDAR] [ ] Save the acceptance letter dated [DATE] and the plan terms Notes: [ANYTHING THE AGENT SAID, WITH DATE, TIME AND ID NUMBER] ------------------------------------------------------------------------ WHAT TO ATTACH - Form 433-F with supporting documents, if the balance is over $50,000 or the monthly payment is below what the IRS calculates. - Form 2159, if you choose payroll deduction. - Nothing, for most online applications; have the bank routing and account numbers ready for direct debit. WHERE TO SEND IT (check the current official instructions) - If the return is already filed or you are answering a notice, Form 9465 is filed by itself with the service center listed in its instructions. Source: https://www.irs.gov/instructions/i9465 - For a Utah resident not filing Schedule C, E or F for the plan years, that address is Department of the Treasury, Internal Revenue Service, 310 Lowell St., Stop 830, Andover, MA 01810. Source: https://www.irs.gov/instructions/i9465 - A Utah resident filing Form 1040 with Schedule C, E or F for those years uses Department of the Treasury, Internal Revenue Service, P.O. Box 9941, Stop 5500, Ogden, UT 84409. Source: https://www.irs.gov/instructions/i9465 SOURCES - IRS — Low Income Taxpayer Clinics: https://www.irs.gov/advocate/low-income-taxpayer-clinics (retrieved 2026-09-23) - IRS — Instructions for Form 9465 (07/2024): https://www.irs.gov/instructions/i9465 (retrieved 2026-09-23) - IRS — Online payment agreement application: https://www.irs.gov/payments/online-payment-agreement-application (retrieved 2026-09-23) - IRS — Payment plans; installment agreements: https://www.irs.gov/payments/payment-plans-installment-agreements (retrieved 2026-09-23)