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Formulier 9465 Instructies

Instructies voor formulier 9465, aanvraag voor een installatieovereenkomst (Voor gebruik met formulier 9465 (Rev. september 2020))

November 2023

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Department of the Treasury  
Internal Revenue Service  
Instructions for Form 9465  
Installment Agreement Request  
(For use with Form 9465 (Rev. September 2020))  
(Rev. October 2020)  
Section references are to the Internal Revenue Code  
unless otherwise noted.  
installment agreement criteria. The maximum term for a  
streamlined agreement is 72 months. In certain  
circumstances, you can have longer to pay or you can  
establish an agreement for an amount that is less than the  
amount of tax you owe.  
However, before requesting a payment plan, you  
should consider other alternatives, such as getting a bank  
loan or using available credit, which may be less costly. If  
you have any questions about this request, call  
800-829-1040.  
Future Developments  
For the latest developments related to Form 9465 and its  
instructions, such as legislation enacted after they were  
published, go to IRS.gov/Form9465.  
What's New  
Clarification and expansion of terms of Form 9465 in-  
stallment agreements. Additional text has been added  
to Form 9465 regarding your payment of the tax and your  
provision of updated financial information when  
Use Form 9465 if you’re an individual:  
Who owes income tax on Form 1040 or 1040-SR,  
Who is or may be responsible for a Trust Fund  
Recovery Penalty,  
Who owes employment taxes (for example, as reported  
Termination. We have added text clarifying when the  
IRS may terminate the installment agreement. See What  
on Forms 941, 943, or 940) related to a sole proprietor  
business that is no longer in operation, or  
Who owes an individual shared responsibility payment  
under the Affordable Care Act (this payment won’t be  
assessed for months beginning after December 31,  
2018). See section 5000A.  
Reminder  
Reduced user fees for certain installment agree-  
ments. Beginning January 1, 2019, the user fee is $10 for  
installment agreements reinstated or restructured through  
an online payment agreement (OPA). You must have  
established the reinstatement or restructuring of the  
installment agreement through an OPA to qualify for the  
reduced user fee. Low-income taxpayers may be  
reimbursed this fee under certain conditions. See  
agreement, later.  
Apply online at reduced fee. If the total amount you  
owe isn't more than $50,000 (including any amounts you  
owe from prior years), you don't need to file Form 9465;  
you can request an installment agreement online for a  
reduced fee. For more information, see Applying online for  
Waiver and reimbursement of user fees for low-in-  
come taxpayers. For installment agreements entered  
into by taxpayers with adjusted gross income, for the most  
recent tax year available, at or below 250% of the federal  
poverty guidelines, the IRS will waive or reimburse user  
fees if certain conditions are met. For details, see User fee  
Don’t use Form 9465 if:  
You can pay the full amount you owe within 120 days (if  
you plan to pay the taxes, interest and penalties due in full  
within 120 days, you can save the cost of the set up  
You want to request a payment plan online, including  
an installment agreement (see Applying online for an  
Your business is still operating and owes employment  
or unemployment taxes. Instead, call the telephone  
number on your most recent notice to request an  
installment agreement.  
Guaranteed installment agreement. You’re eligible for  
a guaranteed installment agreement if the tax you owe  
isn’t more than $10,000 and:  
During the past 5 tax years, you (and your spouse if  
filing a joint return) have timely filed all income tax returns  
and paid any income tax due, and haven’t entered into an  
installment agreement for the payment of income tax;  
You agree to pay the full amount you owe within 3 years  
and to comply with the tax laws while the agreement is in  
effect; and  
You’re financially unable to pay the liability in full when  
due.  
Can you pay in full within 120 days? If you can pay the  
full amount you owe within 120 days, you can avoid  
paying the fee to set up an installment agreement. You  
can apply for a short-term payment plan if you can pay in  
full within 120 days by using the OPA application at  
IRS.gov/OPA or calling the IRS at 800-829-1040.  
General Instructions  
Purpose of Form  
Use Form 9465 to request a monthly installment  
agreement (payment plan) if you can’t pay the full amount  
you owe shown on your tax return (or on a notice we sent  
you). Most installment agreements meet our streamlined  
Applying online for an installment agreement and  
other payment plans. If your balance due isn’t more  
Oct 09, 2020  
Cat. No. 58607N  
   
than $50,000, you can apply online for a payment plan  
instead of filing Form 9465. To do that, go to IRS.gov/  
OPA. If you establish your installment agreement using  
the OPA application, the user fee that you pay will be  
lower than it would be otherwise.  
Applicable Fee  
Using the online Not using the online  
payment application payment application  
Payment Method  
Direct debit  
$31*  
$107*  
Check, money order,  
credit card, or debit  
card  
$149**  
$225**  
Bankruptcy or offer-in-compromise. If you’re in  
bankruptcy or we have accepted your  
offer-in-compromise, don’t file this form. Instead, call  
800-829-1040 to get the number of your local IRS  
Insolvency function for bankruptcy or Technical Support  
function for offer-in-compromise.  
* Low-income taxpayers should see User fee waivers and reimbursements,  
later.  
** Low-income taxpayers should see Reduced installment agreement user  
fee and User fee waivers and reimbursements, later.  
How the Installment Agreement  
Works  
Note. If you request a payroll deduction agreement using  
Form 2159, your user fee will be $225. If you’re a  
low-income taxpayer, see Reduced installment  
agreement user fee, later, for more details.  
We will usually let you know within 30 days after we  
receive your request whether it is approved or denied.  
However, if this request is for tax due on a return you filed  
after March 31, it may take us longer than 30 days to  
reply. If we approve your request, we will send you a  
notice detailing the terms of your agreement and  
requesting a user fee.  
If the total amount you owe isn’t more than  
$50,000 (including any amounts you owe from  
TIP  
prior years), then you may request an installment  
agreement online and pay a lower fee. For more  
Each month, we will send you a notice showing the  
remaining amount you owe, and the due date and amount  
of your next payment. But if you choose to have your  
payments automatically withdrawn from your checking  
account (also known as a direct debit), you won’t receive  
a notice. Your checking account statement is your record  
of payment. We will send you an annual statement  
showing the amount you owed at the beginning of the  
year, all payments made during the year, and the amount  
you owe at the end of the year.  
Reduced installment agreement user fee. If you  
establish an installment agreement that is not paid by  
direct debit, you may qualify to pay a reduced fee of $43  
or for a reimbursement of your fee if you are a low-income  
taxpayer, as defined below. See User fee waivers and  
reimbursements next. The IRS will let you know whether  
you qualify for the reduced fee. If the IRS doesn’t say you  
qualify for the reduced fee, you can request that the IRS  
consider you for “low-income” status using Form 13844,  
Application For Reduced User Fee For Installment  
Agreements.  
User fee waivers and reimbursements. For installment  
agreements entered into on or after April 10, 2018, by  
low-income taxpayers, defined next, the IRS will waive or  
reimburse the user fees if certain conditions are met. If  
you’re a low-income taxpayer and you agree to make  
electronic payments through a debit instrument by  
entering into a direct debit installment agreement (DDIA),  
the IRS will waive the user fees for the installment  
agreement. See Lines 13a, 13b, and 13c, later, for further  
details. If you’re a low-income taxpayer and you’re unable  
to make electronic payments through a debit instrument  
by entering into a DDIA, the IRS will reimburse the user  
fee that you paid for the installment agreement upon  
completion of the installment agreement. See Line 13c,  
later, for more details.  
By approving your request, we agree to let you pay the  
tax you owe in monthly installments instead of  
immediately paying the amount in full. In return, you agree  
to make your monthly payments on time. You also agree  
to meet all your future tax obligations. This means that you  
must have enough withholding or estimated tax payments  
so that your tax obligation for future years is paid in full  
when you timely file your return. Your request for an  
installment agreement will be denied if any required tax  
returns haven’t been filed. Any refund will be applied  
against the amount you owe. If your refund is applied to  
your balance, you’re still required to make your regular  
monthly installment payment.  
Installment agreement user fees. We charge a user  
fee to set up an installment agreement. The amount of the  
user fee can vary depending on whether you use the  
online payment application and how you propose to make  
your monthly payments. For details, see the table below.  
Definition of low-income taxpayer. A low-income  
taxpayer is a taxpayer with adjusted gross income, for the  
most recent tax year available, at or below 250% of the  
federal poverty guidelines. For more information on how  
to determine if your adjusted gross income is at or below  
250% of the federal poverty guidelines, see the  
instructions for Form 13844.  
Which payment method qualifies a low-income tax-  
payer for a waiver of the user fee? If you’re a  
low-income taxpayer and agree to make payments  
through a direct debit (from a checking account), you  
-2-  
Instructions for Form 9465 (Rev. 10-2020)  
 
qualify for a waiver of the installment agreement user fee.  
A low-income taxpayer who is unable to make electronic  
payments through a debit instrument by entering into a  
DDIA is eligible to receive a reimbursement of the reduced  
$43 user fee upon completion of the installment  
The IRS will waive or reimburse the fee for low-income  
taxpayers if certain conditions are met. See User fee  
By approving your request, we agree to let you pay the  
tax you owe in monthly installments instead of  
agreement. See Line 13c, later, for further details.  
immediately paying the amount in full. In return, you agree  
to make your monthly payments on time. You agree to  
provide updated financial information when requested.  
The only payment option that will qualify the  
low-income taxpayer for a waiver of the  
!
CAUTION  
installment agreement user fee is their agreement  
You also agree to meet all your future tax obligations.  
This means that you must have enough withholding or  
estimated tax payments so that your tax obligation for  
future years is paid in full when payment is due. And you  
agree to timely file your return.  
to make electronic payments through a debit instrument  
by entering into a DDIA. See Lines 13a, 13b, and 13c,  
later, for more details.  
Other costs. You will be charged interest and a late  
payment penalty on any tax not paid by its due date, even  
if your request to pay in installments is granted. Interest  
and any applicable penalties will be charged until the  
balance is paid in full. But see Topic 653, IRS Notices and  
Bills, Penalties, and Interest Charges, at IRS.gov/  
TaxTopics/TC653 for additional information. To limit  
interest and penalty charges, file your return on time and  
pay as much of the tax as possible with your return or  
notice. All payments received under the installment  
agreement will be applied to your account in the best  
interests of the United States.  
What happens if the taxpayer doesn’t comply with  
the terms of the installment agreement? If you don’t  
make your payments on time or don’t pay a balance due  
on a return you file later, you will be in default on your  
agreement and we may terminate the agreement. Before  
we terminate the agreement, you may be entitled to file an  
appeal under the Collection Appeals Program (CAP). We  
may take enforcement actions, such as filing an NFTL or  
an IRS levy action, to collect the entire amount you owe.  
To ensure that your payments are made timely, you  
should consider making them by direct debit. See Lines  
Note. The shared responsibility payment (SRP) amount  
that you owe is the assessed payment for not having  
minimum essential health coverage for you and, if  
applicable, your dependents per section 5000A. The SRP  
won’t be assessed for months beginning after December  
31, 2018. However, even after that date, you may  
continue to owe SRP assessed for months that began  
before December 31, 2018. The SRP amount that you  
owe isn’t subject to penalties or to Notice of Federal Tax  
Lien (NFTL) or levy enforcement actions. However,  
interest will continue to accrue until you pay the total SRP  
balance due. We may apply your federal tax refunds to  
the SRP amount that you owe until it’s paid in full.  
Payment methods. You can make your payments by  
direct debit, check or money order, credit card, debit card,  
or one of the other accepted payment methods. To be  
charged a lower fee, you may want to set up an OPA  
and/or agree to make your payments by direct debit. For  
more information on the accepted payment methods, go  
An installment agreement may be terminated if  
you provide materially incomplete or inaccurate  
!
CAUTION  
information in response to an IRS request for a  
financial update or if you provide such information to  
obtain the installment agreement. For more information  
about what you need to do if your installment agreement is  
terminated, go to IRS.gov/CP523.  
Note. We may have filed an NFTL against your property.  
If so, you may be able to get the notice of lien withdrawn.  
To learn more about lien withdrawals and to see if you  
An NFTL may be filed to protect the government’s  
interests until you pay in full. However, an NFTL  
!
CAUTION  
generally isn’t filed with a Guaranteed Installment  
Agreement or Streamlined Installment Agreement, but can  
be in certain situations. We won’t file an NFTL for the  
individual shared responsibility payment under the  
Affordable Care Act.  
For details on how to pay, see your tax return  
instructions, visit IRS.gov, or call 800-829-1040.  
You may be entitled to file an appeal through the  
Collection Appeals Program (CAP) before and after the  
NFTL is filed. You are entitled to file an appeal through  
Collection Due Process (CDP) after an NFTL is filed.  
Requests to modify or terminate an installment  
agreement. After an installment agreement is approved,  
you may submit a request to modify or terminate an  
installment agreement. You may modify your payment  
amount or due date by going to IRS.gov/OPA. You may  
also call 800-829-1040 to modify or terminate your  
agreement.  
Generally, the fee is $89 to modify your installment  
agreement ($43 if you are a low-income taxpayer).  
However, starting January 1, 2019, the user fee is $10 for  
installment agreements reinstated or restructured through  
an OPA. This user fee applies only if the reinstatement or  
restructuring of the installment agreement was  
established through an OPA.  
IRS collection process and taxpayer rights. For  
additional information on the IRS collection process and  
what to do if you cannot pay your taxes in full, see Pub.  
594, The IRS Collection Process. You can find more  
information about the collection process, taxpayer rights,  
and appealing a collection decision at IRS.gov/  
Instructions for Form 9465 (Rev. 10-2020)  
-3-  
   
Where To File  
For all taxpayers living outside the 50 states, for any tax year  
for which the installment agreement is being requested  
Attach Form 9465 to the front of your return and send it to  
the address shown in your tax return booklet. If you have  
already filed your return or you’re filing this form in  
response to a notice, file Form 9465 by itself with the  
Internal Revenue Service Center using the address in the  
table below that applies to you.  
IF you live in . . .  
THEN use this address . . .  
A foreign country, American  
Samoa, the Commonwealth of the  
Northern Mariana Islands, Guam,  
Puerto Rico (or are excluding  
income under section 933), the  
U.S. Virgin Islands, or use an  
APO or FPO address, or file Form  
2555 or 4563, or are a dual-status  
alien  
Department of the Treasury  
Internal Revenue Service  
3651 South I-H 35  
5501AUSC  
For all taxpayers except those filing Form 1040 or 1040-SR with  
Schedule(s) C, E, or F for any tax year for which this installment  
agreement is being requested  
Austin, TX 78741  
IF you live in . . .  
THEN use this address . . .  
Alaska, Arizona, Colorado,  
Connecticut, Delaware, District of  
Columbia, Hawaii, Idaho, Illinois,  
Maine, Maryland, Massachusetts,  
Montana, Nevada, New  
For all taxpayers who are bona fide residents of the  
Commonwealth of the Northern Mariana Islands, Guam,  
Puerto Rico, or the U.S. Virgin Islands, see Pub. 570, Tax  
Guide for Individuals With Income From U.S.  
Possessions.  
Department of the Treasury  
Internal Revenue Service  
310 Lowell St.  
Hampshire, New Jersey, New  
Mexico, North Dakota, Oregon,  
Rhode Island, South Dakota,  
Tennessee, Utah, Vermont,  
Washington, Wisconsin, Wyoming  
Stop 830  
Andover, MA 01810  
Specific Instructions  
Part I  
Alabama, Florida, Georgia,  
Kentucky, Louisiana, Mississippi,  
North Carolina, South Carolina,  
Texas, Virginia  
Department of the Treasury  
Internal Revenue Service  
P.O. Box 47421  
Line 1a  
Stop 74  
Doraville, GA 30362  
If you’re making this request for a joint tax return, show the  
names and social security numbers (SSNs) in the same  
order as they appear on your tax return.  
Arkansas, California, Indiana,  
Iowa, Kansas, Michigan,  
Minnesota, Missouri, Nebraska,  
New York, Ohio, Oklahoma,  
Pennsylvania, West Virginia  
Department of the Treasury  
Internal Revenue Service  
Stop P-4 5000  
If you have a foreign address, enter the city name on  
the appropriate line. Don’t enter any other information on  
that line, but also complete the spaces below that line.  
Don’t abbreviate the country name. Follow the country’s  
practice for entering the postal code and the name of the  
province, county, or state.  
Kansas City, MO 64999-0250  
For taxpayers filing Form 1040 or 1040-SR with Schedule(s) C,  
E, or F for any tax year for which this installment agreement is  
being requested  
Line 1b  
If the address you provided on line 1a is new since you  
filed your last tax return, check the box on line 1b.  
IF you live in . . .  
THEN use this address . . .  
Connecticut, Maine,  
Massachusetts, New Hampshire,  
New York, Rhode Island, Vermont  
Department of the Treasury  
Internal Revenue Service  
P.O. Box 480  
Stop 660  
Holtsville, NY 11742-0480  
Line 2  
Show the name and employer identification number (EIN)  
of your business (which must no longer be operating).  
Line 5  
Alabama, Arkansas, Georgia,  
Illinois, Indiana, Iowa, Kansas,  
Kentucky, Louisiana, Michigan,  
Minnesota, Mississippi, Missouri,  
Nebraska, New Jersey, North  
Dakota, Ohio, Oklahoma,  
Pennsylvania, South Dakota,  
Tennessee, Texas, West Virginia,  
Wisconsin  
Enter the total amount you owe as shown on your tax  
return(s) or notice(s). The amount you owe could include  
amounts from more than 1 tax year.  
Department of the Treasury  
Internal Revenue Service  
P.O. Box 69  
Stop 811  
Line 6  
Memphis, TN 38101-0069  
If you have additional balances due that are not reflected  
on line 5, list the total here (even if they are included in an  
existing installment agreement). Any adjustments or other  
charges that are not reported on a tax return or notice  
should be listed on this line.  
Alaska, Arizona, California,  
Colorado, Hawaii, Idaho,  
Montana, Nevada, New Mexico,  
Oregon, Utah, Washington,  
Wyoming  
Department of the Treasury  
Internal Revenue Service  
P.O. Box 9941  
Stop 5500  
Ogden, UT 84409  
Line 7  
Add lines 5 and 6 and enter the result.  
District of Columbia, Delaware,  
Florida, Maryland, North Carolina,  
South Carolina, Virginia  
Department of the Treasury  
Internal Revenue Service  
Stop 4-N31.142  
Philadelphia, PA 19255-0030  
-4-  
Instructions for Form 9465 (Rev. 10-2020)  
If the total amount you owe isn’t more than  
$50,000 (including any amounts you owe from  
prior years), you don’t need to file Form 9465; you  
If the amount on line 11a is equal to or greater than the  
amount on line 10 but the amount you owe (line 9) is  
greater than $25,000 but not more than $50,000, you  
must complete either line 13 or 14 if you don’t want to  
complete Form 433-F.  
TIP  
can request an installment agreement online. For more  
If you have defaulted on an installment agreement  
within the last 12 months, the amount you owe is greater  
than $25,000 but not more than $50,000, and the amount  
on line 11a (11b, if applicable) is less than the amount on  
line 10, you must complete Part II on page 2 of Form  
9465.  
Line 8  
Even if you can’t pay the full amount you owe now, you  
should pay as much as possible to limit the penalty and  
interest charges. If you’re filing this form with your tax  
return, make the payment with your return. For details on  
how to pay, see your tax return instructions.  
If the amount on line 9 is greater than $50,000,  
complete and attach Form 433-F.  
Line 12  
If you’re filing this form by itself, such as in response to  
a notice, attach a check or money order payable to  
“United States Treasury.” Don’t send cash. Be sure to  
include the following.  
You can choose the day of each month your payment is  
due. This can be on or after the 1st of the month, but no  
later than the 28th of the month. For example, if your rent  
or mortgage payment is due on the 1st of the month, you  
may want to make your installment payments on the 15th.  
When we approve your request, we will tell you the month  
and day that your first payment is due.  
Your name, address, SSN/EIN, and daytime phone  
number.  
The tax year and tax return (for example, “2019 Form  
1040”) for which you’re making this request.  
If we haven’t replied by the date you chose for your first  
payment, you can send the first payment to the Internal  
Revenue Service Center at the address shown earlier that  
applies to you. See Line 8, earlier, for details on what to  
write on your payment.  
Line 9  
Subtract line 8 from line 7 and enter the result.  
If the amount you owe on line 9 is greater than  
$50,000, you cannot file Form 9465 electronically.  
!
CAUTION  
If the amount you owe on line 9 is greater than  
Lines 13a, 13b, and 13c  
$50,000, you must complete Form 433-F, Collection  
Information Statement, and file it with this form. You can  
download Form 433-F at IRS.gov/Forms.  
To pay by direct debit from your checking account at a  
bank or other financial institution (such as a mutual fund,  
brokerage firm, or credit union), fill in lines 13a and 13b.  
Check with your financial institution to make sure that a  
direct debit is allowed and to get the correct routing and  
account numbers.  
Generally, if the total amount you owe is greater  
than $25,000 but not more than $50,000, you  
!
CAUTION  
must either (1) complete lines 13a and 13b and  
agree to make payments by direct debit, or (2) check  
box 14 to make your payments by payroll deduction and  
attach a completed, signed Form 2159, Payroll Deduction  
Agreement. A payroll deduction agreement isn’t available  
if you file Form 9465 electronically.  
Making your payments by direct debit will help  
ensure that your payments are made timely and  
you don’t default on this installment agreement.  
TIP  
Low-income taxpayers who complete lines 13a and  
13b will receive a waiver of their installment agreement  
earlier, for more information.  
Line 13a. The routing number must be nine digits. The  
first two digits of the routing number must be 01 through  
12 or 21 through 32. Use a check to verify the routing  
number. On the sample check, the routing number is  
250250025. But if your check is payable through a  
financial institution different from the one at which you  
have your checking account, don’t use the routing number  
on that check. Instead, contact your financial institution for  
the correct routing number.  
Line 13b. The account number can be up to 17  
characters (both numbers and letters). Include hyphens  
but omit spaces and special symbols. Enter the number  
from left to right and leave any unused boxes blank. On  
the sample check, later, the account number is 20202086.  
Don’t include the check number.  
Line 11a  
Enter on line 11a the amount you can pay each month.  
Make your payments as large as possible to limit interest  
and penalty charges. The charges will continue to apply  
until you pay them 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 (or  
11b), a payment will be determined for you by dividing the  
balance due by 72 months.  
Line 11b  
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 proposal on  
line 11b.  
If the amount on line 11a is less than the amount on  
line 10 and you’re unable to increase your payment to the  
amount on line 10, check the box below line 11b and  
complete and attach Form 433-F.  
Instructions for Form 9465 (Rev. 10-2020)  
-5-  
   
The direct debit from your checking account won’t  
be approved unless you (and your spouse if filing  
a joint return) sign Form 9465.  
You live with and share household expenses with your  
spouse. Even if only one spouse is liable for the taxes  
owed, the total household income and expenses are  
relevant in determining the liable spouse’s ability to pay  
the taxes owed.  
!
CAUTION  
Sample Check—Lines 13a and 13b  
Paul Maple  
You live in a community property state. In a community  
1234  
15-0000/0000  
Roberta Maple  
SAMPLE  
property state, the income of a non-liable spouse may be  
factored into the other spouse’s ability to pay the taxes  
owed.  
123 Pear Lane  
Anyplace, VA 20000  
PAY TO THE  
ORDER OF  
$
You should complete lines 21 and 22 whether your filing  
status is married filing jointly or married filing separately.  
Routing  
number  
(line 13a)  
Account  
number  
(line 13b)  
DOLLARS  
ANYPLACE BANK  
Anyplace, VA 20000  
Don’t include  
the check number.  
Privacy Act and Paperwork Reduction Act Notice.  
Our legal right to ask for the information on this form is  
sections 6001, 6011, 6012(a), 6109, and 6159 and their  
regulations. We will use the information to process your  
request for an installment agreement. The reason we  
need your name and social security number is to secure  
proper identification. We require this information to gain  
access to the tax information in our files and properly  
respond to your request. You aren’t required to request an  
installment agreement. If you do request an installment  
agreement, you’re required to provide the information  
requested on this form. Failure to provide this information  
may prevent processing your request; providing false  
information may subject you to fines or penalties.  
For  
|:250250025| :202020"'86". 1234  
The routing and account numbers may be in  
different places on your check.  
TIP  
Line 13c. Low-income taxpayers who are unable to  
make electronic payments through a DDIA by providing  
their information on lines 13a and 13b are eligible to  
receive reimbursement of their installment agreement  
user fees. If you’re a low-income taxpayer and you  
checked the box in line 13c, your installment agreement  
user fee will be reimbursed upon completion of your  
installment agreement. See User fee waivers and  
reimbursements, earlier, for more information.  
If you don’t check the box in line 13c (and don’t provide  
the information on lines 13a and 13b), you’re indicating  
that you’re able but choosing not to make electronic  
payments by establishing a DDIA. As such, your user fee  
is not eligible for reimbursement upon completion of your  
installment agreement.  
You aren’t required to provide the information  
requested on a form that is subject to the Paperwork  
Reduction Act unless the form displays a valid OMB  
control number. Books or records relating to a form or its  
instructions must be retained as long as their contents  
may become material in the administration of any Internal  
Revenue law. Generally, tax returns and return  
information are confidential, as required by section 6103.  
However, we may give this information to the Department  
of Justice for civil and criminal litigation, and to cities,  
states, the District of Columbia, and U.S. commonwealths  
and possessions to carry out their tax laws. We may also  
disclose this information to other countries under a tax  
treaty, to federal and state agencies to enforce federal  
nontax criminal laws, or to federal law enforcement and  
intelligence agencies to combat terrorism.  
Line 14  
If you want to make your payments by payroll deduction,  
check the box on line 14 and attach a completed and  
signed Form 2159. Ask your employer to complete and  
sign the employer’s portion of Form 2159.  
If you choose to make your payments by payroll  
deduction, you won’t be able to file Form 9465  
!
CAUTION  
electronically.  
The average time and expenses required to complete  
and file this form will vary depending on individual  
circumstances. For the estimated averages, see the  
instructions for your income tax return.  
Part II  
If you have defaulted on an installment agreement within  
the last 12 months, the amount you owe is greater than  
$25,000 but not more than $50,000, and the amount on  
line 11a (line 11b, if applicable) is less than line 10,  
complete Part II on page 2 of Form 9465.  
If you have suggestions for making this form simpler,  
we would be happy to hear from you. See the instructions  
for your income tax return.  
Lines 21 and 22  
Complete lines 21 and 22 relating to income earned by  
your spouse if you are married and meet either of the  
following conditions.  
-6-  
Instructions for Form 9465 (Rev. 10-2020)