DavidD66
Expert Alumni

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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