Can I attach a form 2016-17 self certification letter for a delayed roll over to e-file my tax return or will I need to print and mail my return with the letter?

Forum|Forum|7 years ago
June 1, 2019
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Best answer by BillM223

Did you mean a "2016-47" self-certification letter? The letter is permitted by the IRS to explain a delay past 60 days in rolling money over to another IRA.

Actually this letter - as seen at https://www.irs.gov/pub/irs-drop/rp-16-47.pdf - needs to be sent to the IRA plan administrator so that they will accept your rollover as a rollover. Why? Because otherwise they may treat your rollover amount as a current year contribution, which you do not want.

The IRS does not need a copy of your letter, although you should certainly keep a copy in your tax files in case a question ever comes up. See Section 3, paragraph .01 at the link above.

BillM223Answer

Level 15

Did you mean a "2016-47" self-certification letter? The letter is permitted by the IRS to explain a delay past 60 days in rolling money over to another IRA.

The IRS does not need a copy of your letter, although you should certainly keep a copy in your tax files in case a question ever comes up. See Section 3, paragraph .01 at the link above.

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