Pat W
Level 3

I requested an installment plan for a client last year using Form 9465, and the IRS sent her a Form 433-D to fill out instead. The client will need an installment plan for their 2020 taxes, as well. But I can't find a 433-D in ProSeries. Do I just fill out the Form 9465 again and fill in the remaining old balance on Line 6?

And why don't clients pay estimated taxes when you give them vouchers?!?

 

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