Mastering IRS Installment Agreements: A Complete Guide

Are you struggling to determine which IRS payment plan is right for your client? Navigating the complex world of IRS collections can be difficult, but understanding the specific types of installment agreements (IAs) available is key to achieving the best results.

In this comprehensive video, based on expert insights from Tax Mentor, we dive deep into the various options offered by the IRS to resolve tax debt. Whether you are an Enrolled Agent, CPA, or Attorney, this guide will help you evaluate qualification criteria and streamline your resolution process.

What You’ll Learn in This Video:
The Three Major IA Types: A detailed breakdown of Simple Installment Agreements (SIA), Non-Simple Installment Agreements (NSIA), and Partial Pay Installment Agreements (PPIA).

Compliance Requirements: Why your client must be filed for the current year plus the prior five years to even be considered compliant.

Understanding the CSED: Learn how the Collection Statute Expiration Date dictates the terms of repayment and how to calculate payments that satisfy the debt before it becomes unenforceable.

Financial Disclosure (CIS): When is a Collection Information Statement (Form 433-A, 433-B, or 433-F) required, and how does it change the outcome for your client?.
Key Resources Mentioned:
Form 9465: The standard Installment Agreement Request
.
Form 433-D: Establishing Direct Debit Installment Agreements (DDIA)
.
Form 2159: Setting up Payroll Deduction Agreements
.
IRS Online Payment Agreement (OPA): A guide to using the digital application system.

Disclaimer: The information in this video is for informational and educational purposes only and does not constitute legal advice or opinion
. Always verify specific case facts as IRS policies and IRM guidelines can change.

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Видео Mastering IRS Installment Agreements: A Complete Guide канала DIY Tax Planning