Wednesday, June 3, 2020

IRS Extends QI/WP/WT Certification Due Date

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Qualified Intermediaries News June 3, 2020

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Issue Number:    2020-06


IRS Extends QI/WP/WT Certification Due Date


If you are a QI/WP/WT with a periodic certification due date of July 1, 2020, please check your online account for a revised date to submit either your periodic certification or an application to waive the periodic review requirement.  The due date for these certifications or waiver requests is extended until December 15, 2020, without the need to file a request for extension with the IRS.

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