Waiver of 60-Day Rollover Requirement

OMB 1545-2269

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 A
Supplementary Document
Supplementary Document
Supplementary Document
Supplementary Document
Supplementary Document

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