FORM 9465 INSTALLMENT

Forum|Forum|2 years ago
November 14, 2023
2 replies
24 views

Hi to all folks.

New client should have an amended for 2022, he already had 9465 in original return. Now after amending he owes $300 and want to pay immediately, on the other side; he paid his first installment $325 and $700 along with original return.

My question is: I made the same original return which included 9465, can I delete it since he already paid $1025 and want to pay $300 the money he owes? I think IRS after checking the amended will send whatever can be for adjustment.

I am hoping someone can help me.

ProSeries Professional

This topic has been closed for replies.

Best answer by sjrcpa

AFAIK, the 9465 is not part of the 1040, even if it was efiled at the same time.

So I don't think you need to do anything regarding it with the 1040X.

HOPE2Author

Level 7

any help please

D

Dusty2

Level 6

So, if I understand correctly. After filing an amended return your client owes $300 and he is on an installment plan.

If this is correct then all your client has to do is pay the $300 and the installment plan will be completed.

Dusty

HOPE2Author

Level 7

Thanks Dusty but it is not what I said.

Client filed original return 2022 ( not with me) and has been made for him a 9465 and he paid almost $1200.

But now amended return is coming for him and his total owes is $300 after amending. He wants to pay $300 when I e-file it.

I made original return for him till to make Amended including 9465. I think I can delete 9465 in amending by typing explanation in part III on 1040-X?

sjrcpaAnswer

Level 15

AFAIK, the 9465 is not part of the 1040, even if it was efiled at the same time.

So I don't think you need to do anything regarding it with the 1040X.

The more I know the more I don’t know.

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