What Makes the IRS Say ‘Yes’ to a 60‑Day Waiver Request?

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Options for Clients Who Missed the 60-Day Rollover Deadline

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$10,000 Rollover Lessons From the IRS

Clients who miss their 60-day rollover deadline may be tempted to ask the IRS for an exception through a private letter ruling. However, as of 2016, they will have to pay a $10,000 fee with no guarantee of a favorable result. Here’s a look at three defenses that did not work with some tips for keeping clients compliant.

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