Waiver of 60-Day Rollover Requirement

ICR 201701-1545-013

OMB: 1545-2269

Federal Form Document

Forms and Documents
Document
Name
Status
Supplementary Document
2017-01-23
Supplementary Document
2017-01-23
Supplementary Document
2017-01-23
Supporting Statement A
2017-01-23
IC Document Collections
IC ID
Document
Title
Status
222572
Modified
ICR Details
1545-2269 201701-1545-013
Historical Active 201607-1545-035
TREAS/IRS
Waiver of 60-Day Rollover Requirement
Extension without change of a currently approved collection   No
Regular
Approved without change 06/05/2017
Retrieve Notice of Action (NOA) 02/27/2017
In accordance with 5 CFR 1320, the request is approved.
  Inventory as of this Action Requested Previously Approved
06/30/2020 36 Months From Approved 06/30/2017
150 0 150
450 0 450
0 0 0

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.

US Code: 26 USC 408 Name of Law: Individual retirement accounts
   US Code: 26 USC 402 Name of Law: Taxability of beneficiary of employees' trust
  
None

Not associated with rulemaking

  81 FR 79097 11/10/2016
82 FR 12026 02/27/2017
No

1
IC Title Form No. Form Name
Waiver of 60-Day Rollover Requirement

  Total Approved Previously Approved Change Due to New Statute Change Due to Agency Discretion Change Due to Adjustment in Estimate Change Due to Potential Violation of the PRA
Annual Number of Responses 150 150 0 0 0 0
Annual Time Burden (Hours) 450 450 0 0 0 0
Annual Cost Burden (Dollars) 0 0 0 0 0 0
No
No

$0
No
No
No
No
No
Uncollected
Roger Kuehnle 202 317-4148

  No

On behalf of this Federal agency, I certify that the collection of information encompassed by this request complies with 5 CFR 1320.9 and the related provisions of 5 CFR 1320.8(b)(3).
The following is a summary of the topics, regarding the proposed collection of information, that the certification covers:
 
 
 
 
 
 
 
    (i) Why the information is being collected;
    (ii) Use of information;
    (iii) Burden estimate;
    (iv) Nature of response (voluntary, required for a benefit, or mandatory);
    (v) Nature and extent of confidentiality; and
    (vi) Need to display currently valid OMB control number;
 
 
 
If you are unable to certify compliance with any of these provisions, identify the item by leaving the box unchecked and explain the reason in the Supporting Statement.
02/27/2017


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