Easily Replace Date to the Tax Agreement

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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How do I replace my tax documents?

You can request a free transcript of previous years tax returns (the current tax years as well as your returns for the previous three tax years) from the IRS by mailing Form 4506 or 4506-T, by using the Services online Order a Transcript system () or by phoning the

Can I get a second installment agreement with the IRS?

The IRS typically only allows taxpayers to have one active payment plan at a time. If you have multiple tax balances, you may be able to consolidate them into a single payment plan by contacting the IRS and negotiating a new installment agreement that includes all your outstanding tax liabilities.

What happens if IRS rejects installment agreement?

What if the IRS rejects my request for an installment agreement? The IRS does reject requests for payment plans sometimes if this happens to you, you have the right to appeal. You must request an appeal within 30 days of the rejection by submitting Form 9423, Collection Appeals Request.

How do I change my year end date with the IRS?

File Form 1128 to request a change in tax year.

How do I amend an existing IRS installment agreement?

You can make any desired changes by first logging into the Online Payment Agreement tool. 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.

Will I get a refund if I already have an IRS installment agreement?

Can I receive a tax refund if I am currently making payments under an installment agreement or payment plan for another federal tax period? No, one of the conditions of your installment agreement is that the IRS will automatically apply any refund (or overpayment) due to you against taxes you owe.

What happens if I dont agree with changes made to my tax return?

Use Form 12203, Request for Appeals ReviewPDF, the form referenced in the letter you received to file your appeal or prepare a brief written statement. List the disagreed item(s) and the reason(s) you disagree with IRS proposed changes from the examination (audit).

How do I contact the IRS about a payment plan?

You may also request a payment plan by calling the toll-free number on your bill, or if you dont have a bill, call us at 800-829-1040 (individuals) or 800-829-4933 (businesses).

Can I add new tax debt to existing installment agreement?

If you are assessed taxes you are unable to pay in a future tax year, you can add that new balance to your existing agreement. This does not constitute a second agreement. You will be charged interest and penalties by the IRS on the full amount of your past-due balance until it is resolved completely.

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Replace Date to the Tax Agreement