What Information Do I Need to Use the Online Payment Agreement (OPA)?
If you received a bill from the IRS (balance due notice), you will need the following to apply online:
- Your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).
- Your Personal Identification Number (PIN), if already established. If you have not already established a PIN, you will need an IRS notice that displays your Caller Identification Number (Caller ID) in order to do so. If you do not have either you will need to call the IRS.
- When applying for a monthly payment plan, you may need additional information about your income and expenses to determine the amount of your monthly installment payment (rent or mortgage statements, pay stubs, utility bills, etc.). With this information, you can calculate a monthly payment that will fit into your budget. In some cases, OPA will provide a payment calculator to assist you in determining an appropriate payment amount. You will also need to select the day of the month you want your monthly payment to be due.
If you owe but have NOT yet received a bill from the IRS, you will need the following information to establish a pre-assessed agreement on current year returns:
The balance due shown on the return
Taxpayer identification number
Spouse’s taxpayer identification number (if applicable)
Date of birth
Adjusted Gross Income from last year’s income tax return
Total tax from last year’s income tax return