IRS Extends QI/WP/WT Certification Due Date and Certification Link Availability

Internal Revenue Service (IRS) sent this bulletin at 12/26/2023 05:01 PM EST

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Qualified Intermediaries News December 26, 2023

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Issue Number:    2023-18

IRS Extends QI/WP/WT Certification Due Date and Certification Link Availability

If you are a QI/WP/WT with a periodic certification due in 2024, the date to submit either your periodic certification or an application for waiver of the periodic review requirement has been extended.

The due date for entities selecting periodic review years 2021 or 2022 or submitting a waiver application is extended from July 1, 2024, to September 1, 2024, and the due date for entities selecting periodic review year 2023 is extended from December 31, 2024, to March 1, 2025.

These extensions are automatic and do not require the filing of a request for extension with the IRS. Please note that the link to the 2024 Certifications in QAAMS will be available later in 2024.

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