California installment agreement form 2026

1. Click ‘Get Form’ to open the California Installment Agreement form in our editor.
2. Begin by entering your personal information, including your name, address, and Social Security Number (SSN) in the designated fields. If applicable, include your spouse's details.
3. In Box 1, specify the monthly payment amount you intend to pay. Ensure this amount aligns with your financial capabilities.
4. In Box 2, select a payment date that falls no later than the 28th of each month. This is crucial for timely processing.
5. If your tax liability exceeds $10,000 or if the installment period exceeds 36 months, initial the box indicating financial hardship.
6. Sign and date the form at the bottom to certify that you agree to all conditions outlined in the agreement.
7. For electronic funds transfer (EFT), complete the EFT Authorization section with your bank details and select whether it’s a checking or savings account.

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