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Form 9465 filing instructions

When you submit Form 9465, UltraTax CS prints filing instructions and the 1040-V with the total amount due shown on the tax return.
You can select custom paragraph
18 Form 9465 (FI)
 or
61 Form 9465 Amended (FI)
  on the
Letter
 screen in the
General
 folder to explain how to request an installment agreement using Form 9465, but the default filing instructions will show the total amount due on the return. This is because the installment agreement might not be accepted, or the taxpayer might decide to avoid fees and interest and not file Form 9465.
Select the
Print remittance information to reflect installment agreement
 field on the
9465
 screen in the
Payments
 folder to print the filing instructions and forms in these formats:
  • For paper-filed returns, Form 1040-V (if it isn't suppressed) will print with the
    Amount paid with the tax return or notice
     field on the
    9465
     screen, and the filing instructions will indicate to mail a check for the same amount.
  • For electronically filed returns with no electronic funds withdrawal, the Form 1040-V (if it isn't suppressed) will print with the
    Amount paid with the tax return or notice
     field on the
    9465
     screen, and the filing instructions will indicate to mail a check for the same amount.
    note
    If you e-file a balance due return with no electronic funds withdrawal and you entered bank information on the
    Bank
     screen in the
    General
     folder, go to the
    Electronic filing
     folder then the
    ELF
     screen, then mark the
    Suppress electronic funds withdrawal
     checkbox.
  • For electronically filed returns with an electronic funds withdrawal for the complete amount on Form 9465, Line 8, no Form 1040-V will print and the filing instructions will indicate the electronic funds withdrawal amount. No check is required.
  • For electronically filed returns with an electronic funds withdrawal less than the amount on Form 9465, Line 8, Form 1040-V (if it isn't suppressed) will print with the difference between the electronic funds withdrawal amount entered on the
    ELF
     screen in the
    Amount of tax payment (Force)
     field and the total amount paid with the return entered in the
    Amount paid with the tax return or notice
     field on the
    9465
     screen. The filing instructions will indicate the amount of the electronic funds withdrawal and direct you to mail a check for the amount on Form 1040-V.
    note
    You can use the Form 9465 custom paragraph with this option. This field is automatically selected if you select the
    Approved through Online Payment Agreement Application
     field.

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