Thanks for the reply! Oddly enough, my client only owed about $42k, but the IRS required the 433-D. In any event, I hope ProSeries starts including it as a form that we can fill in for the client instead of the handwritten or misaligned PDF version that you get when you fill it in on the computer. I wasn't looking to e-file the 433-D - I just wanted to be able to fill it out for her to sign and send.  

Thank you! The other person made it seem like I was the only one who couldn't find the answer from "the Google", lol. I now know that it's for balances over $50,000, but oddly enough, my client only owed about $42,000 and the IRS made her file the 433-D. So I don't know what was up with that, and that's what was confusing. My main issue was that it isn't available on ProSeries (like the 9465 is), and that's a bit frustrating. Maybe they'll eventually change that. I get that there probably aren't all that many people whose past due balance goes over $50k, but it would be nice to have it available to provide to the client. While you can fill in the 433-D on the computer in PDF format, it doesn't line up properly and doesn't look very professional... Good luck to you too, and thanks for your compassionate response 🙂

Ooh, I got it to work! On the Schedule L, there were no assets, just liabilities and partners' capital. When I put a zero in the balance sheet for cash, it went away. I guess it didn't like "total assets" being blank, while total liabilities + capital was zero, lol. One of those "duh" moments, for sure. Thank you - your suggestion got me going in the right direction!!

Yes - it tells me that we must complete Schedule L. But I've done that and the error didn't go away. The only items on the balance sheet are a loan from one of the partners and the capital accounts. I entered the special allocation code on the Partners' Liabilities Smart Worksheet, but the red error still exists.

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. 

Thanks –  I saw that same explanation on Google, but the source is pdffiller.com, and I don’t really consider them to be an authoritative source. I was unable to find similar wording on the IRS website.  Prior to this particular situation, I’ve never had a client tell me that they received a form 433-D from the IRS in order to complete their installment plan. Having said that, my research was somewhat limited because it was at the end of a very long day.