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Retirement tax questions
IRA custodians may now rely on an individual’s self-certification to accept late rollover contributions, unless they have actual knowledge contrary to the certification. You must present them with the Model Letter contained in Rev. Proc. 2016-47 (or a certification that is substantially similar in all material respects),
Rev. Proc. 2016-47 - with Model Letter
FAQs: Waivers of the 60-Day Rollover Requirement)
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February 3, 2020
2:43 PM
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