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Level 2
April 5, 2022

Auto withdrawal

  • April 5, 2022
  • 3 replies
  • 7 views

I prepared a 1040 for a client.  She owed money and wanted auto withdrawal on April 15.  I transmitted the return reflecting her requested date.  A week later she sent me an email stating she wouldn't have the money by then and wanted an installment agreement. How do I cancel the payment and substitute an installment agreement.  Thanks

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    3 replies

    IRonMaN
    Level 15
    April 5, 2022

    Someone needs to call the IRS to try and cancel the payment.  This is the kind of crap I hate and why I tend to avoid doing electronic payments with the return whenever I can.

    Slava Ukraini!
    Level 2
    April 5, 2022

    I agree

    Level 15
    April 5, 2022

    Tell her to call the telephone number on the 8879 to cancel her payment.

    If she can pay it off in a few months, she may not need an Installment Agreement.  Otherwise:

    https://www.irs.gov/payments/online-payment-agreement-application

     

    Level 2
    April 5, 2022

    Thanks

     

    Level 8
    April 6, 2022

    Tell her she has to call IRS to make the change. Make sure she has a copy of the return in front of her when she calls. or get a signed POA and charge her for the extra work