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Level 3
posted May 12, 2021 3:03:16 PM

Addition to Payment Plan

Hello,

 

A family member started an installment agreement last year that is mostly paid off. This year is still challenging and she wants to add a chunk of 2020's tax due to the plan. Question is, what's the best way of doing this, preferably without defaulting (which apparently occurs when a new balance comes due)? I can't seem to find whether the IRS is still automatically adding new balances to existing payment plans, as for 2019. Thanks!

0 2 485
2 Replies
Employee Tax Expert
May 12, 2021 3:41:14 PM

She will need to log in to her account with the IRS and make the changes.  See the section titled How do I review or revise an existing plan?

 

IRS site to apply for installment plan or change an existing plan 

 

 

Level 3
May 13, 2021 10:50:38 PM

We couldn't see anything very useful on that site. Only modification of payment amount and payment date. No option to request addition of a new balance. So wondering if anyone knows if IRS is still automatically rolling new balances into existing payment plans ( bullet point #3 here). Thanks.