IRS Makes Late Rollovers Easier
Generally, distributions from a qualified retirement plan that are eligible for rollover must be rolled over within 60 days of the date on which the distribution occurs. If a taxpayer did not complete the rollover within 60 days, the taxpayer previously had to request a private letter ruling from the IRS to receive additional time […]
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3 min read
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Tagged: 60 days, distributions, IRS, private letter ruling, qualified retirement plan, rollover, self-certification
AM
Anne M. Meyer
Partner