[WSBAPT] IRS Waiver of 60-day rollover period

Ashley Raymond ashleyraymondlaw at gmail.com
Mon Jan 25 09:38:31 PST 2016


Has anyone had luck getting the IRS to grant a waiver of the 60-day IRA
rollover period? I have a PC who really doesn't have an excuse, except for
stupidity (she thought she was putting it into an IRA, when in fact,she
just put it into a CD.) After reviewing the procedure, I'm thinking she
wouldn't qualify but wanted to see if anyone has had experience with one of
these.



*Ashley Raymond, J.D., LL.M.*
Ashley Raymond, PLLC
651 Strander Blvd, Suite 215
Tukwila, WA 98188
Ph: 425-496-7495 | Fax: 425-406-6331
ashley at ashleyraymondlaw.com

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