Appleby Posted January 6, 2004 Posted January 6, 2004 Examples of IRS responses to requests for waiver of the 60-day limit on rollovers. PLR 200401025 PLR 200401024 PLR 200401023 Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
BPickerCPA Posted January 9, 2004 Posted January 9, 2004 I just want to point out that one should not assume that the IRS always responds positively to these requests (extension of 60 day rollover period). The taxpayer who is told that the IRS will not respond positively has the right to withdraw the request, rather than have the IRS go on record as responding negatively. So (and I don't have any first hand knowledge that this has ever happened) it is posible that the IRS has turned down some or many requests. Barry Picker, CPA/PFS, CFP New York, NY www.BPickerCPA.com
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now