Manually Monitored Installment Agreement

 

IRS Definition

The types of installment agreements (IAs) listed below must be manually monitored ensuring compliance with the terms of the IA:

  • IAs calling for variable amounts (For example, a taxpayer with seasonal income and payment amounts vary from season to season.)
  • IAs secured from more than one person at different addresses paying on the same liability
  • IAs secured from the secondary taxpayer only
  • Certain other IAs

More from H&R Block

Most installment agreements are not manually monitored. They are run through computerized IRS systems. But certain situations require that the Centralized Case Processing Unit manually monitor an installment agreement. The most common scenarios are when an irregular payment schedule is set up, when there is a pending innocent spouse claim or when each spouse on a joint liability has a different type of agreement such as one is in currently not collectible status and the other is in an installment agreement.

Centralized Case Processing monitors the installment agreement to ensure payments are made as required and that all future tax returns are filed and paid by the deadline.

Learn about payment options when you owe the IRS and how to address an unpaid tax bill.

Get help from an IRS expert

H&R Block’s experts can solve any IRS problem, no matter how complex.

Make an appointment

Or call 855-536-6504

Related Information

What To Do If You Can’t Pay Your Taxes

Learn about the different options when you can't pay or still owe money from a past return from the tax experts at H&R Block.

Don’t Believe These Myths About the IRS Offer in Compromise

Learn about the IRS option to "settle" tax debt, called the offer in compromise. Get the facts from the tax experts at H&R Block.

The Top 10 Consequences of Tax Debt

Learn what to do when you can’t pay your taxes – to avoid these 10 consequences of tax debt. Get the facts from the tax experts at H&R Block.

Private: The Four Types of IRS Penalty Relief – and How to Know What’s Best for You

Get the facts from H&R Block about the four types of IRS penalty relief, and which IRS penalty relief option may be best for your situation.

Power of Attorney: It’s How Your Tax Pro Deals with the IRS For You

Learn the three main benefits of engaging a power of attorney to research your IRS account and resolve your tax problems. Get the facts from the experts at H&R Block.