Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday
Or go to this IRS website - https://www.irs.gov/payments/online-payment-agreement-application
You can view details of your current payment plan (type of agreement, due dates, and amount you need to pay) by logging into the Online Payment Agreement tool using the
Apply/Revise button
below.
@defines wrote:
There's nowhere on that page to see your present agreement.
You can view details of your current payment plan (type of agreement, due dates, and amount you need to pay) by logging into the Online Payment Agreement tool using the Apply/Revise button below.
You can use the Online Payment Agreement tool to make the following changes:
You can log into the Online Payment Agreement tool using the Apply/Revise button below.
Log in to the Online Payment Agreement tool using the Apply/Revise button below. On the first page, you can revise your current plan type, payment date, and amount. Then submit your changes.
If your new monthly payment amount does not meet the requirements, you will be prompted to revise the payment amount. If you are unable to make the minimum required payment amount, you will receive directions for completing a Form 433-F Collection Information Statement (PDF) and how to submit it.
If your plan has lapsed through default and is being reinstated, you may incur a reinstatement fee.
I need to get a copy of the installment agreement I have with IRS. I pay 150.00 monthly and need a copy right away
Thank you
Jerry Piercy
The instructions in the answer are not followable. It mentions calls to action that don't exist on the page it specifies.
@defines wrote:
The instructions in the answer are not followable. It mentions calls to action that don't exist on the page it specifies.
You went to this IRS website - https://www.irs.gov/payments/online-payment-agreement-application#heading003
Did you click on the blue button
Apply/Revise as Individual
The problem with the reply or answer is not necessarily the instructions, but that the mortgage companies (guessing the original question is the same) want a copy of the payment plan that includes all the years and information regarding the plan. Not just date and amount. The IRS does not offer anywhere online this information and when you call to ask, they act as though they have no idea what you are talking about. There is a huge disconnect between what is available and what banks want. Guessing it is just a way for banks to disqualify your loan.
@DoninGA wrote:
@defines wrote:The instructions in the answer are not followable. It mentions calls to action that don't exist on the page it specifies.
You went to this IRS website - https://www.irs.gov/payments/online-payment-agreement-application#heading003
Did you click on the blue button
Apply/Revise as Individual
No. That button does not exist. What a patronizing response.
@jhane2020 wrote:The problem with the reply or answer is not necessarily the instructions, but that the mortgage companies (guessing the original question is the same) want a copy of the payment plan that includes all the years and information regarding the plan. Not just date and amount. The IRS does not offer anywhere online this information and when you call to ask, they act as though they have no idea what you are talking about. There is a huge disconnect between what is available and what banks want. Guessing it is just a way for banks to disqualify your loan.
This is correct. Eventually I put my loan officer on hold and called the IRS who chewed out the loan officer. We bought the house 2 weeks later.
Ok so I can get to this site, click that blue button that you circled here... But on the following page there is literally no options to be able to review my payment plan nor download a copy of any kind of file.
It directly jumps me to the step for changing my future payment information without even reviewing the current information.
I too, need this for a mortgage, and cannot for the life of me find what I need.
@mitch87 Then you will need to contact the IRS and speak directly to an agent since the website did not give you what you needed.
Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday
When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line.
So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead.
Then press 1 for "form, tax history, or payment".
Then press 3 "for all other questions."
Then press 2 "for all other questions."
- When it asks you to enter your SSN or EIN to access your account information, don't enter anything.
- After it asks twice, you will get another menu.
Press 2 for personal or individual tax questions.
Then press 4 for all other inquiries
It should then transfer you to an agent.
@defines wrote:
Cool button. It doesn't do what you say it does.
Then you will need to contact the IRS and speak directly to an agent since the website did not give you what you needed.
Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday
When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line.
So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead.
Then press 1 for "form, tax history, or payment".
Then press 3 "for all other questions."
Then press 2 "for all other questions."
- When it asks you to enter your SSN or EIN to access your account information, don't enter anything.
- After it asks twice, you will get another menu.
Press 2 for personal or individual tax questions.
Then press 4 for all other inquiries
It should then transfer you to an agent.
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.
If you already set up a plan online you should already have a log in.
If you're an individual taxpayer, you can view:
You can also:
Please note:
What a circus. People here insisting you can get info on the web site that you can't. The IRS insisting this document doesn't exist and that they don't send faxes, then faxing me exactly the document that "doesn't exist".
If it doesn't exist then YOU did not set one up ... in the FILE tab, if you choose the payment plan, you were instructed to go online at the IRS site to set one up (new method this year ... the 9465 is no longer being sent with your tax return). So if YOU did not do this then one has not been started so you can do so now... use the links in the other answers and start with setting up an account.
Incorrect. I have had this account setup for years and have used many features on the web site. My payment plan was established 2 years ago and the information described has never been accessible on that site. The IRS agent thought it was funny that this was the advice I got here.
Ok ... so this is an OLD payment agreement and not a new one for a 2019 balance due ... would have been nice if you had mentioned that in the beginning.
Now... if the IRS web site says you can log in and check on your account then they are providing false information. If you are on a payment plan already then you should be able to access info thru the IRS site as they clearly state in their instructions. If they cannot help you then what can a DIY income tax program and some helpful non TT employees on this public forum possibly do for you.... you are asking the wrong folks for help with this situation.
Per the IRS web site :
If you're an individual taxpayer, you can view:
You can also:
Please note: