When this form may come up
Requesting a monthly IRS payment plan when you cannot pay the full balance at once.
- You owe federal tax shown on a return or IRS notice.
- You need to request monthly payments by paper form instead of using the IRS online payment agreement tool.
- You want to propose a payment amount and payment date.
Documents to gather before using it
IRS forms are easier to complete when the facts and supporting documents are organized first.
- Most recent IRS balance notices
- Tax years included in the balance
- Proposed monthly payment amount
- Bank information if requesting direct debit
Important caution
Some taxpayers can apply online faster, and some business payroll tax situations require different handling.
Related tax problems
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