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Level 3
May 12, 2021
Question

Addition to Payment Plan

  • May 12, 2021
  • 1 reply
  • 0 views

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!

    1 reply

    Employee Tax Expert
    May 12, 2021

    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 

     

     

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    optx103Author
    Level 3
    May 14, 2021

    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.