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Refund Inquiries

Question: Can I receive a tax refund if I am currently making payments under an installment agreement or payment plan for a prior year's federal taxes?

Answer:

No.  As a condition of your installment agreement, any refund due to you in a future year will be applied against the amount that you owe.

  • The IRS will automatically apply the refund to the taxes owed.
  • You must continue making your installment agreement payments as scheduled and in full, because your refund is not applied toward your regular monthly payment; therefore any payments due under the installment agreement must still be made in full.
  • Regardless of whether you are participating in an installment agreement or other payment arrangement with the IRS, you may not get all of your refund if you owe certain past-due amounts, such as federal tax, state tax, a student loan, or child support. For more information on these non-IRS refund offsets, you can contact the Bureau of Fiscal Service (BFS) at a toll-free number 800-304-3107.

Additional Information:


Category: IRS Procedures
Subcategory: Refund Inquiries

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The OMB number for this study is 1545-1432.
If you have any comments regarding this study, please write to:
IRS, Tax Products Coordinating Committee
SE:W:CAR:MP:T:T:SP
1111 Constitution Avenue NW
Washington, DC 20224