Skip to main content
Level 4
June 26, 2026
Question

Installment Agreement

  • June 26, 2026
  • 3 replies
  • 40 views

I have efiled  many clients tax returns with a 9465 Installment Agreement Three of them received IRS letters asking for the full balance due. I thought when the form was filed electronically, it would be accepted. How do I advise me clients to handle the IRS letter for the full balance due? I told them to call the telephone number on the IRS letter. Is there another number to call that would give better advise. This is the first time in over 30 years that a client of mine has received such a letter, as if the IRS is not allowing the Installment Agreement. Any advice would be greatly appreciated.. 

3 replies

Intuit Community Champion
June 27, 2026

It is probable an over lap. I always have my clients apply on line with the IRS directly as it is immediately excepted, or rejected.  

Just-Lisa-Now-
Intuit Community Champion
June 27, 2026

it takes months and months and months for installment agreements to be processed when you send along with the return.  I dont even send them that way anymore, it just takes too long.  Have them wait for the first bill from IRS, then they know its posted to their account and they can go online and submit the installment application.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 6
June 29, 2026

Some of my clients have received the same letters and this too is the first time I have had this issue.  The clients have panicked at the letter even though I have tried to assure them the installment agreement takes time to be accepted and months before the first payment is withdrawn.  I had some that chose to pay the balance in full as it was such a headache for them.