Form 9465 Generator by Jotform
Owe the IRS more than you can pay right now? Individuals use Form 9465 to ask for a monthly installment agreement. Fill out the form online for free with Jotform and download a ready-to-mail PDF in minutes.
Keep your financial details protected
Form 9465 asks for your Social Security number, your balance due, and bank account details if you choose direct debit. Jotform protects that information with 256-bit SSL encryption and GDPR and CCPA friendly features, and you can turn on encrypted forms for an extra layer of privacy.
Request a payment plan from any device
Start your installment request on a laptop and finish it on your phone if you need to. The form adjusts to any screen, so it's easy to enter your details on a computer, tablet, or mobile device.
Fill it out and download it in minutes
Clear fields guide you through each line, from the amount you owe to the monthly payment you can afford. When you're done, download your completed Form 9465 as a PDF to print, sign, and mail.
Get the official IRS layout
Your answers are placed into the original Form 9465 layout automatically, so the PDF you download looks just like the form the IRS publishes. There's no retyping or lining up text by hand.
FAQ
What is Form 9465 used for?
Form 9465, Installment Agreement Request, is how individuals ask the IRS to let them pay a tax balance in monthly installments instead of all at once. It can cover income tax shown on a return or notice, plus some other balances, such as employment taxes from a sole proprietorship that's no longer operating.
Interest and late payment penalties keep adding up until the balance is paid, so the IRS suggests making your monthly payment as large as you can.
Should I file Form 9465 or apply online?
If you can pay your balance within 180 days, you don't need an installment agreement. Many people with smaller balances can also set up a plan through the IRS Online Payment Agreement tool, which usually has a lower user fee than filing Form 9465 on paper.
Form 9465 makes sense if you'd rather mail your request, want to attach it to your tax return, or don't qualify for the online option. Check the current instructions for the balance limits that apply.
Where do I send Form 9465?
If you're filing it with your tax return, attach Form 9465 to the front of the return. If you're filing it on its own, mail it to the IRS address in the Form 9465 instructions. That address depends on where you live and whether you file certain schedules, such as Schedule C, E, or F.
Is there a fee for an IRS installment agreement?
Yes, the IRS generally charges a user fee to set up an installment agreement. The amount depends on how you apply and how you'll pay, with lower fees for online applications and direct debit payments. Low-income taxpayers may qualify for a reduced or waived fee. Fees change from time to time, so check the current instructions before you file.
How do I fill out Form 9465?
At the top, list the tax form and tax years your balance relates to. In Part I, enter your name, Social Security number, address, and phone numbers, plus your spouse's details if the balance is from a joint return. If you owe taxes from a sole proprietorship you've closed, add the business name and EIN.
Next, enter the total you owe, any payment you're sending with the request, the amount you can pay each month, and the day of the month you'd like to pay. You can add your bank routing and account numbers to pay by direct debit. Part II only applies in certain situations described in the instructions, such as a recent default on an earlier agreement.
Can I fill out Form 9465 for free with Jotform?
Yes. You can fill out Form 9465 online at no cost, then download it as a PDF to print, sign, and send to the IRS. Jotform doesn't submit the form for you, so you stay in control of when and how it's mailed.
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