What Makes the IRS Say ‘Yes’ to a 60‑Day Waiver Request?
Apr 28, 2016
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Clients who miss the 60-day window for an IRA rollover may want to ask the IRS to make an exception. Although an IRS private letter ruling now carries a $10,000 fee and doesn’t guarantee a win for clients, here are six cases where the IRS granted requests to waive the IRA rollover deadline.