<div dir="ltr">Most of the time leniency is given if the Client can demonstrate they were receiving wrong advice, such as in John's instance.  In my research of the same issue (I did it a couple of years ago now and have not revisited or updated the research) the IRS takes a rather hard-line approach to the Client making the mistake and putting the funds into their personal name instead of properly rolling it over.<div><br></div><div>If you find out differently, I would love to know what you find.</div></div><div class="gmail_extra"><br clear="all"><div><div class="gmail_signature"><br>Paul H. Grant - JD, LL.M<br><br>Planning with Purpose, Inc<br>Lynnwood, WA 98036<br>425-939-9948<br><a href="http://www.planningwithpurposeinc.com" target="_blank">www.planningwithpurposeinc.com</a><br><br>Estate Planning. Business Planning. Wealth Succession.<br><div style="display:inline"></div><div style="display:inline"></div><div style="display:inline"></div></div></div>
<br><div class="gmail_quote">On Mon, Jan 25, 2016 at 9:38 AM, Ashley Raymond <span dir="ltr"><<a href="mailto:ashleyraymondlaw@gmail.com" target="_blank">ashleyraymondlaw@gmail.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="ltr">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.<br><br><br clear="all"><div><div><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div><font size="2"><span style="font-family:arial,helvetica,sans-serif"><b>Ashley Raymond, J.D., LL.M.<br></b></span></font></div><div><span style="color:rgb(102,102,102)"><font size="2"><span style="font-family:arial,helvetica,sans-serif">Ashley Raymond, PLLC<b><br></b></span></font></span></div><div><span style="color:rgb(102,102,102)"><font size="2"><span style="font-family:arial,helvetica,sans-serif">651 Strander Blvd, Suite 215<br></span></font></span></div><div><span style="color:rgb(102,102,102)"><font size="2"><span style="font-family:arial,helvetica,sans-serif">Tukwila, WA 98188<b><br></b></span></font></span></div><span style="color:rgb(102,102,102)">Ph: <a href="tel:425-496-7495" value="+14254967495" target="_blank">425-496-7495</a> | Fax: <a href="tel:425-406-6331" value="+14254066331" target="_blank">425-406-6331</a></span><br></div><font size="2"><span style="font-family:arial,helvetica,sans-serif"></span></font><div style="text-align:center"><div style="text-align:left"><div style="text-align:left"><font size="2"><span style="font-family:arial,helvetica,sans-serif"><a href="mailto:ashley@ashleyraymondlaw.com" target="_blank">ashley@ashleyraymondlaw.com</a></span></font><br></div><font size="2"><span style="font-family:arial,helvetica,sans-serif"></span></font></div><font size="2"><span style="font-family:arial,helvetica,sans-serif"><br></span></font><div style="text-align:left"><font size="2"><span style="font-family:arial,helvetica,sans-serif">Bellevue Office:<br></span></font></div><div style="text-align:left"><span style="color:rgb(102,102,102)"><font size="2"><span style="font-family:arial,helvetica,sans-serif">110 110th Ave NE, Suite 100<br></span></font></span></div><div style="text-align:left"><font size="2"><span style="font-family:arial,helvetica,sans-serif"><span style="color:rgb(102,102,102)">Bellevue, WA 98004   </span>                      <br></span></font></div></div><font size="2"><span style="font-family:arial,helvetica,sans-serif"><span style="color:rgb(102,102,102)"></span></span></font><div><font size="2"><span style="font-family:arial,helvetica,sans-serif"><br></span></font></div><font size="1"><span style="font-family:arial,helvetica,sans-serif"><span style="color:rgb(0,0,255)"><a href="http://ashleyraymondlaw.com" target="_blank">Website</a> | <a href="http://facebook.com/ashleyraymondlaw" target="_blank">Facebook</a> <span style="color:rgb(0,0,0)">| </span><a href="http://linkedin.com/in/ashleyr" target="_blank">Linkedin</a></span> | <a href="http://www.avvo.com/attorneys/98188-wa-ashley-raymond-1441776.html" target="_blank">Avvo</a></span></font></div></div></div></div></div></div></div></div></div></div></div>
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