Pat W
Level 3

Thanks for the information - I've read all of that. I still wish the template was in ProSeries so we could pre-fill it for our client, instead of them receiving a blank form from the IRS to fill out manually. As I said in my initial post, this is the first client I've had who received the 433-D after filing a Form 9465 for an Installment Agreement Request. So, why are some set up directly from the 9465, while other are done using a 433-D?

"The text for this is all over the IRS, but in various places and steps". As I pointed out, I did a quick search at the end of a very long day. 

"If they don't want to do it that way, don't use the form". I didn't say they don't want to do it that way. I simply want to be more helpful to my client, by filling out that form using ProSeries and print it for them to sign and send. 

0 Cheers