Meeting/Event Information

The Basics of Installment Agreements

Understanding the Definition and Purpose of Installment Agreements, Identifying the Different Types of Installment Agreements, and Evaluating Eligibility Criteria for Installment Agreements

2 hour

online #: 7WJAF-T-00340-25-O

Learning Objectives

1. Understanding the Definition and Purpose of Installment Agreements:
Define what an installment agreement is and explain its purpose as a payment plan with the IRS that allows taxpayers to pay their owed taxes over an extended period.

 2. Identifying the Different Types of Installment Agreements:
Describe the various types of installment agreements available, including Short-Term Payment Plans, Guaranteed Installment Agreements, Streamlined Installment Agreements, and Non-Streamlined Installment Agreements. Highlight the specific criteria and conditions for each type.

 3. Evaluating Eligibility Criteria for Installment Agreements:
Assess the eligibility requirements for each type of installment agreement. Understand the factors that determine eligibility, such as the amount of tax owed, previous compliance with tax filings, and the maximum allowable repayment period.

If you have any questions, please contact Rita Musser, EA, NTPI Fellow at  937-320-1040.