Waiver of 60-Day Rollover Requirement

OMB 1545-2269

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.

Latest Forms, Documents, and Supporting Material

Document Name
Supporting Statement_1545-2269.docx Supporting Statement A
rp-20-46.pdf Supplementary Document
1545-2269 Waiver rev proc 2020-XX.docx Supplementary Document
Rev__Proc__2016_4.docx Supplementary Document
Rev__Proc__2016_47.docx Supplementary Document
Rev. Proc. 2003-16 (1).pdf Supplementary Document
Waiver of 60-Day Rollover Requirement

All Historical Document Collections

202103-1545-001 Approved without change	Reinstatement without change of a previously approved collection	2021-09-09
201910-1545-012 Approved with change	Reinstatement without change of a previously approved collection	2020-10-16
201701-1545-013 Approved without change	Extension without change of a currently approved collection	2017-02-27
201607-1545-035 Approved without change	New collection (Request for a new OMB Control Number)	2016-08-17