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dr58lj15
Level 3
September 21, 2026
Question

What is the best way to set up an installment agreement for the current and past year balances?

  • September 21, 2026
  • 2 replies
  • 18 views

I have a client that owes for 2024 and 2025.   They have the exact balance for 2024 and 2025 with Penalties and accrued interest.  Can I complete a 9465 in Intuit for the previous balance and current balance with the penalties and interest?    If so, should I e-file this as a 1040X amendment since 2024 and 2025 have already been accepted by the IRS?   

2 replies

sjrcpa
sjrcpa
Level 15
September 21, 2026

Not a 1040X. Do it online at irs.gov if it qualifies.

The more I know the more I don’t know.
    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    September 21, 2026

    Have them create a personal IRS online account and they can apply for it right online, DO NOT USE a 1040X for this.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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