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Returning Member
posted Apr 4, 2022 3:19:18 PM

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.

1 4 1563
4 Replies
Expert Alumni
Apr 4, 2022 3:32:03 PM

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.

Returning Member
Apr 4, 2022 3:44:18 PM

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.

Expert Alumni
Apr 4, 2022 3:56:12 PM

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.  

Level 1
Apr 17, 2023 7:59:34 PM

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