Instructions for Form 9465 (Rev July 2024)-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out your personal information in the designated fields, including your name, address, and Social Security Number (SSN). Ensure accuracy as this information is crucial for processing your request.
3. In Line 5, enter the total amount owed as indicated on your tax return. If there are additional amounts not reflected, include them in Line 6.
4. Calculate the total amount due by summing Lines 5 and 6, and record this in Line 7. It’s advisable to pay as much as possible upfront to minimize interest and penalties.
5. For monthly payment proposals, indicate your desired payment amount in Line 11a. If you can increase this amount, update it in Line 11b accordingly.
6. If opting for direct debit payments, complete Lines 13a and 13b with your bank details. This method may qualify you for reduced administrative fees.
7. Review all entries for accuracy before submitting. Once completed, save your form and submit it through our platform for a streamlined process.

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