LindaS5247
Expert Alumni

Retirement tax questions

You will have to submit a Certification for Late Rollover Contribution letter to the financial institution that is accepting the rollover. 

 

You can find that letter here, on pages 5 & 6.  You may also be able to get a copy of this letter from your financial institution.

 

The financial institution is not obligated to accept your letter, but if they do it would change the 1099R so that the late rollover would go through as a 60-day rollover. 

 

You can find out more this waiver for the 60-day rollovers here and here

 

Please feel free to come back to TurboTax Community with additional information or questions or click here for help in contacting Turbo Tax Support. 

 

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