How do I apply for a waiver of the 60-day period?

If you do not qualify for an automatic waiver, you can apply to the IRS for a waiver of the 60-day rollover requirement. To apply for a waiver, you must submit a request for a letter ruling under the appropriate IRS revenue procedure. This revenue procedure is generally published in the first Internal Revenue Bulletin of the year. You must also pay a user fee with the application.

In determining whether to grant a waiver, the IRS will consider all relevant facts and circumstances, including:

Please contact one of our IRA Experts at 800-472-0646 for more information.

Contact Us Today

Going Solo 401k The Checkbook IRA Turning Retirement Funds Into Start-Up Dreams In God We Trust - In Roth We Prosper

Solo 401k In A Nutshell Self-Directed IRA In A Nutshell How To Use Retirement Funds To Purchase Cryptocurrencies In A Nutshell