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mavericknyc20
Returning Member

Help! I need proof of payment plan for taxes owed 2020 for mortgage

hey

 

So still going through the underwriting process and the loan officer is asking for proof of payment plan for 2020. I entered a payment plan last month and agreed to direct debit from bank account. I got my acceptance letter from IRS notifying me they accepted it my monthly payment amount and what day of the month. The loan officers did not accept this. They also won't accept proof of payments coming from my bank account or my tax transcript! 

 

They want something that states my name, balance owed, monthly payment, and year all on one page. For the life of me I cannot get this document anywhere and I'm closing very soon. I read here someone was able to get the IRS to fax them a letter but I been calling them for a few days now and they just say they cannot fax documents. 

 

When I log onto my IRS account and view my OPA agreement it does not state full balance or years owed just my monthly payment and due date. I been sweeping everywhere and I'm at a loss. Any clue how to solve this? 

I feel like my only resolution is if the IRS can get me something. Has anyone had any luck getting faxed or anything like this? Please help! 

3 Replies
DaveF1006
Employee Tax Expert

Help! I need proof of payment plan for taxes owed 2020 for mortgage

I am sorry I can't be more help than this but unfortunately we can only comment on tax matters. There does seem to be disconnect between what the mortgage lenders want and what the IRS is willing to provide. 

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Mike9241
Level 6

Help! I need proof of payment plan for taxes owed 2020 for mortgage

If you had applied for a payment plan and the IRS accepts it then they will mail you a copy of the plan and/or you should be able to access it online ... once you click on then apply/revise plan button (https://sa.www4.irs.gov/opa/individual/pages/indi.xhtml) you will either log in or set up an account.

 

 

mavericknyc20
Returning Member

Help! I need proof of payment plan for taxes owed 2020 for mortgage

wrong... you clearly did not correctly read what I wrote. 

 

this option is not possible man. thanks though. cant access full date online (including balance due)

 

when I click revise button it says error has occurred. 

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