This information will be used by plan administrators and IRA trustees to accept contributions as rollover contributions and to report these contributions as rollover contributions. The IRS may also use the information to determine if a taxpayer meets the requirements for a waiver of the 60-day requirement.
The latest form for Waiver of 60-Day Rollover Requirement expires 2021-05-31 and can be found here.
Document Name |
---|
Supporting Statement A |
Supplementary Document |
Supplementary Document |
Supplementary Document |
Supplementary Document |
Supplementary Document |
Approved without change |
Reinstatement without change of a previously approved collection | 2021-09-09 | |
Approved with change |
Reinstatement without change of a previously approved collection | 2020-10-16 | |
Approved without change |
Extension without change of a currently approved collection | 2017-02-27 | |
Approved without change |
New collection (Request for a new OMB Control Number) | 2016-08-17 |