Skip to main content
March 8, 2025
Question

I accidentally didn't rollover my IRA withdrawal to my new IRA when I switched jobs in September. Can I do it now so I don't need to pay the penalty?

  • March 8, 2025
  • 1 reply
  • 0 views
No text available

1 reply

March 8, 2025

Did you receive a 1099-R for the distribution?  Unfortunately, if you miss the 60 day window, you can request a waiver, but in general they are very difficult to obtain.  See FAQs relating to waivers of the 60-day rollover requirement.