[WSBAPT] IRS Waiver of 60-day rollover period

[John J. Sullivan]

I obtained a PLR for a client where BECU told him he had to transfer the proceeds of a CD to an outside checking account rather than roll it over. 

John Sullivan

Sent from my iPhone

> On Jan 25, 2016, at 9:38 AM, Ashley Raymond <ashleyraymondlaw at gmail.com> wrote:
> 
> 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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