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Get your taxes done using TurboTax
Yes, it is possible to use a Self Certification. This is not done through your tax return.
Here is more information from the IRS about this and the letter that you send to the IRS. Watch the video in additional resources below to get started with the Self Certification procedure.
Additional resources
- New Procedure Helps People Making IRA and Retirement Plan Rollovers
- YouTube video - IRA/Retirement Plan 60-Day Rollover Waivers (.57 secs.)
- Treas. Regs. Section 1.401(a)(31)-1, Q&A 14PDF
- Revenue Ruling 2014-9
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March 15, 2023
5:40 AM