How do I obtain a copy of my installment agreement plan online?
June 3, 2019 12:58 PM last updated June 03, 2019 12:58 PM Connect with an expert
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49 RepliesCall the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday
You can view details of your current payment plan (type of agreement, due dates, and amount you need to pay) by logging into the Online Payment Agreement tool using the Apply/Revise button below.
There's nowhere on that page to see your present agreement.
March 25, 2020 8:12 AM@defines wrote:There's nowhere on that page to see your present agreement.
You can view details of your current payment plan (type of agreement, due dates, and amount you need to pay) by logging into the Online Payment Agreement tool using the Apply/Revise button below.
You can use the Online Payment Agreement tool to make the following changes:
You can log into the Online Payment Agreement tool using the Apply/Revise button below.
Log in to the Online Payment Agreement tool using the Apply/Revise button below. 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. If you are unable to make the minimum required payment amount, you will receive directions for completing a Form 433-F Collection Information Statement (PDF) and how to submit it.
If your plan has lapsed through default and is being reinstated, you may incur a reinstatement fee.
March 25, 2020 8:27 AM New MemberI need to get a copy of the installment agreement I have with IRS. I pay 150.00 monthly and need a copy right away
August 25, 2020 5:03 AMThe answer right above you has the info you need.
August 25, 2020 5:07 AMThe instructions in the answer are not followable. It mentions calls to action that don't exist on the page it specifies.
August 25, 2020 6:27 AM@defines wrote:The instructions in the answer are not followable. It mentions calls to action that don't exist on the page it specifies.
Did you click on the blue button Apply/Revise as Individual
August 25, 2020 6:33 AM New MemberThe problem with the reply or answer is not necessarily the instructions, but that the mortgage companies (guessing the original question is the same) want a copy of the payment plan that includes all the years and information regarding the plan. Not just date and amount. The IRS does not offer anywhere online this information and when you call to ask, they act as though they have no idea what you are talking about. There is a huge disconnect between what is available and what banks want. Guessing it is just a way for banks to disqualify your loan.
September 17, 2020 6:36 AM@DoninGA wrote:
@defines wrote:The instructions in the answer are not followable. It mentions calls to action that don't exist on the page it specifies.
Did you click on the blue button Apply/Revise as Individual
No. That button does not exist. What a patronizing response.
September 17, 2020 6:40 AM@jhane2020 wrote:The problem with the reply or answer is not necessarily the instructions, but that the mortgage companies (guessing the original question is the same) want a copy of the payment plan that includes all the years and information regarding the plan. Not just date and amount. The IRS does not offer anywhere online this information and when you call to ask, they act as though they have no idea what you are talking about. There is a huge disconnect between what is available and what banks want. Guessing it is just a way for banks to disqualify your loan.
This is correct. Eventually I put my loan officer on hold and called the IRS who chewed out the loan officer. We bought the house 2 weeks later.
September 17, 2020 6:42 AMOk so I can get to this site, click that blue button that you circled here. But on the following page there is literally no options to be able to review my payment plan nor download a copy of any kind of file.
It directly jumps me to the step for changing my future payment information without even reviewing the current information.
I too, need this for a mortgage, and cannot for the life of me find what I need.
September 22, 2020 2:11 PM@mitch87 Then you will need to contact the IRS and speak directly to an agent since the website did not give you what you needed.
Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday
When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line.
So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead.
Then press 1 for "form, tax history, or payment".
Then press 3 "for all other questions."
Then press 2 "for all other questions."
- When it asks you to enter your SSN or EIN to access your account information, don't enter anything.
- After it asks twice, you will get another menu.
Press 2 for personal or individual tax questions.
Then press 4 for all other inquiries
It should then transfer you to an agent.
