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archam22
Returning Member

Approved for short term payment plan, how to file on Turbotax?

Is there an option to file taxes owed without setting a payment method through Turbotax Premier since I was approved for the short-term payment plan via IRS before filing? I only see an option  to continue filing if you want form 9465. Do I make a payment for less than the full amount to proceed? Confusing process through the program.

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4 Replies
Cynthiad66
Expert Alumni

Approved for short term payment plan, how to file on Turbotax?

No, you do not have to set up a payment plan through TurboTax.  It is not a filing requirement.  You  can skip that part and proceed to e-file.

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archam22
Returning Member

Approved for short term payment plan, how to file on Turbotax?

Thanks for the response. Sorry, I've never owed before and this is my first time doing this, but I do not see an option to skip the payment screen. Turbotax just tells me to select a payment method if I try to advance. If I choose installment it just sends me in a loop of wanting to file for 9465 to proceed or to back out if I do not.

DawnC
Employee Tax Expert

Approved for short term payment plan, how to file on Turbotax?

You can Continue to Filing there, then choose Mail A Check on the payment screen - then, don't mail the check.   Keep track of your plan through the IRS system - no need to involve TurboTax in that.    That link shows all of your options.  

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Approved for short term payment plan, how to file on Turbotax?

Thank you for your answer!!! Yours is the only one that fit my issue perfectly.

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