https://ttlc.intuit.com/community/taxes/discussion/ira-question/01/2955151#M1079005 <P>Can I roll over an IRA that's was distributed to me over 60 days ago? I heard that I can if I use a Self Certification proceedure or something like that.&nbsp; The Equity Trust Co disburst the IRA check to me in December 2022 and I cashed it into my Truist MM Account.&nbsp; A 2022 -1099R was sent to me also.</P><P>&nbsp;</P><P>Thanks,</P><P>&nbsp;</P><P>Ken</P> Mon, 23 Feb 2026 20:51:09 GMT Porsche993 2026-02-23T20:51:09Z https://ttlc.intuit.com/community/taxes/discussion/ira-question/01/2955151#M1079005 <P>Can I roll over an IRA that's was distributed to me over 60 days ago? I heard that I can if I use a Self Certification proceedure or something like that.&nbsp; The Equity Trust Co disburst the IRA check to me in December 2022 and I cashed it into my Truist MM Account.&nbsp; A 2022 -1099R was sent to me also.</P><P>&nbsp;</P><P>Thanks,</P><P>&nbsp;</P><P>Ken</P> Mon, 23 Feb 2026 20:51:09 GMT https://ttlc.intuit.com/community/taxes/discussion/ira-question/01/2955151#M1079005 Porsche993 2026-02-23T20:51:09Z https://ttlc.intuit.com/community/taxes/discussion/re-ira-question/01/2955175#M1079013 <P><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;">Yes, it is possible to use a Self Certification. This is not done through your tax return.&nbsp;</SPAN></P> <P>&nbsp;</P> <P><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;">Here is more information from the</SPAN><A href="https://www.irs.gov/retirement-plans/accepting-late-rollover-contributions" target="_blank"><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;"> IRS</SPAN></A><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;"> 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.</SPAN></P> <P>&nbsp;</P> <H2><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;"><STRONG>Additional resources</STRONG></SPAN></H2> <UL> <LI><A href="https://www.irs.gov/newsroom/new-procedure-helps-people-making-ira-and-retirement-plan-rollovers" target="_blank"><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;"><U>New Procedure Helps People Making IRA and Retirement Plan Rollovers</U></SPAN></A></LI> <LI><A href="https://www.youtube.com/watch?v=fWkExFld6Yw&amp;feature=youtu.be" target="_blank"><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;"><U>YouTube video - IRA/Retirement Plan 60-Day Rollover Waivers</U></SPAN></A><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;"> (.57 secs.)</SPAN></LI> <LI><A href="https://www.gpo.gov/fdsys/pkg/CFR-2012-title26-vol5/pdf/CFR-2012-title26-vol5-sec1-401a31-1.pdf" target="_blank"><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;"><U>Treas. Regs. Section 1.401(a)(31)-1, Q&amp;A 14</U></SPAN></A><SPAN style="background-color:transparent;color:rgb(0,89,156);font-family:Arial, Helvetica, sans-serif;font-size:14px;">PDF</SPAN></LI> <LI><A href="https://www.irs.gov/irb/2014-17_IRB#RR-2014-9" target="_blank"><SPAN style="font-family:Arial, Helvetica, sans-serif;font-size:14px;"><U>Revenue Ruling 2014-9</U></SPAN></A></LI> </UL> Wed, 15 Mar 2023 12:40:11 GMT https://ttlc.intuit.com/community/taxes/discussion/re-ira-question/01/2955175#M1079013 PattiF 2023-03-15T12:40:11Z