Skip to content

Opening book details…

Can I read Waiver of 60-Day Rollover Requirement on EtoBox?

Waiver of 60-Day Rollover Requirement by Paulo Ney de Souza is a document available to read on EtoBox.

What is Waiver of 60-Day Rollover Requirement about?

Rev. Proc. 2016-47 provides guidance on waivers of the 60-day rollover requirement for retirement plan distributions, allowing taxpayers to self-certify eligibility for a waiver under certain conditions. The procedure outlines the circumstances under which a taxpayer can claim a waiver, the responsibilities of plan administrators and IRA trustees, and the implications of self-certification. It is effective from August 24, 2016, and modifies previous revenue procedures regarding rollover contributions.

Author
Paulo Ney de Souza
Language
EN