HI… I’M CECILIA… AND I WORK FOR THE INTERNAL REVENUE SERVICE. DID YOU TRY TO ROLL OVER ALL OR PART OF YOUR INDIVIDUAL RETIREMENT ARRANGEMENT OR RETIREMENT PLAN INTO ANOTHER I-R-A OR PLAN …BUT MISSED THE 60-DAY DEADLINE? AND THIS HAPPENED BECAUSE OF CIRCUMSTANCES BEYOND YOUR CONTROL…SUCH AS AN ERROR COMMITTED BY A FINANCIAL INSTITUTION…. A CHECK THAT WAS MISPLACED AND NEVER CASHED… OR A DISTRIBUTION THAT WAS MISTAKENLY DEPOSITED INTO THE WRONG PLACE? IF SO… YOU COULD BE ELIGIBLE FOR A WAIVER OF THE 60-DAY RULE. AND YOU CAN EVEN SELF-CERTIFY THAT YOU’RE ELIGIBLE BY USING A MODEL LETTER FOUND ON OUR WEB SITE. TO LEARN ALL THE DETAILS… GO TO IRS-DOT-GOV-SLASH ROLLOVERS… SCROLL DOWN TO THE BOTTOM AND CLICK “F-A-Q’S RELATING TO WAIVERS OF THE 60-DAY ROLLOVER REQUIREMENT.”
