Strategy 2 – Make a Payment Agreement

There are several strategies to consider when it comes to dealing with IRS debt. Making an online Payment Agreement to full-pay the debt over time is the easiest way to get the IRS off your back.

Online Payment Plan Basics
  • Individuals, including sole practitioners and independent contractors, have two choices.
    • Long-term payment plan – total tax, penalties, and interest is $50,000 or less.
    • Short-term payment plan – total tax, penalties, and interest is $100,000 or less and can be paid in 180 days or less
  • Business Payment Plan comes in only one flavor – the total liability must be $25,000 or less.
  • The wonderful thing about these plans is that you do not have to submit financial information.
  • Approval or disapproval will be almost instantaneous.
  • Go to https://www.irs.gov/payments/online-payment-agreement-application
Paper Payment Plan Basics
  • These plans are a lot harder. You must submit financial information about assets that you own and your cash flow so that the IRS can determine what they think your monthly payments should be.
  • The IRS will suspend counting days on the 10-year Statute of Limitations while they consider the request. This process will probably add a minimum of six months to your time in purgatory.
  • The IRS will reluctantly accept payment plan requests that are less than full-pay provided your financial information supports the lower payment.
The Good and Bad of Payment Plans
  • IRS will suspend collection activities if the plan is approved.
  • A majority of payment agreements end up in default. The more plans that you default, the harder it gets to make future deals. The golden rule here is to call them if you can’t make your payments. Do not wait for them to call you.

Payment Agreements are great if you can afford to make payments. My next post will be about what to do when you cannot afford to pay anything.

Renegotiate your IRS Payment Plan!

I represent taxpayers in Gainesville and the state of Florida who have tax issues with the IRS.

If you are one of the many people hurt by the impact of the Covid-19 virus and have an existing installment payment plan in place, now is the time to renegotiate. If you qualify for the streamlined plans, simply go online to your account using one of these links:

Revising this agreement does not require any additional information submittals if you still qualify under one of the streamlined plans.

If your situation is dire, then you need to contact the IRS and ask for Currently Not Collectable Status. This will require that you fill out a Form 433 regarding your assets and income. The Currently Not Collectable status results in the IRS suspending any collections actions for at least 18 months. Given their current back logs, those currently in this status will probably be given a pass for a much longer period.

Renegotiating now is a much better alternative to simply defaulting.

If you or someone you know has received a Notice of Intent to Levy or some other federal or state tax issue, please feel free to contact me at either (352) 317-5692 or email jim@taxrepgainesville.com.