I just sent the following to Vanguard
" According to the new IRS Notice 2020-23, as long as you took the distribution on or after February 1, 2020, you have an extension until July 15 to complete your 60-day rollover. You must also have not already completed a 60-day rollover in the last year. " Since I'm not 72 yet, can I return distribution via this Rollover rule where the distribution was not an RMD? If so, please inform me what form I would use to do this.
Are you saying the answer is yes and it is not COVID-affect dependent and not RMD-dependent.?
Sorry, I'm not very good at wading through IRS notice gobbledygook.
To do it, do I just write a letter of instruction and mail in a check for deposit ?
