Recharacterizations Sample Clauses
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Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a ▇▇▇▇ ▇▇▇ along with net income attributable, you may elect to treat the original contribution as having been made to the ▇▇▇▇ ▇▇▇. The same methodology applies when recharacterizing a contribution from a ▇▇▇▇ ▇▇▇ to a Traditional IRA. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA to a ▇▇▇▇ ▇▇▇, or rolled over an eligible employer-sponsored retirement plan to a ▇▇▇▇ ▇▇▇, you may recharacterize the conversion or rollover along with the net income attributable to a Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made or conversion or rollover completed. However, effective for tax years beginning after December 31, 2017, you may not recharacterize a ▇▇▇▇ ▇▇▇ conversion or an employer-sponsored retirement planrollover.
Recharacterizations. If you have converted from a SIMPLE IRA to a ▇▇▇▇ ▇▇▇, you may recharacterize the conversion along with net income attributable back to the SIMPLE IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year in which the conversion was completed.
Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a ▇▇▇▇ ▇▇▇ along with net income attributable, you may elect to treat the original contribution as having been made to the ▇▇▇▇ ▇▇▇. The same methodology applies when recharacterizing a contribution from a ▇▇▇▇ ▇▇▇ to a Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions), for the year for which the original contribution was made. You may not recharacterize a ▇▇▇▇ ▇▇▇ conversion or an employer-sponsored retirement plan rollover.
Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a ▇▇▇▇ ▇▇▇ along with net income attributable, you may elect to treat the original contribution as having been made to the ▇▇▇▇ ▇▇▇. The same methodology applies when recharacterizing a contribution from a ▇▇▇▇ ▇▇▇ to a Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made. You may not recharacterize a ▇▇▇▇ ▇▇▇ conversion.
Recharacterizations. You may not recharacterize a ▇▇▇▇ ▇▇▇ conversion back to a SIMPLE IRA.
Recharacterizations. If you make a contribution to a Traditional ▇▇▇ and later recharacterize either all or a portion of the original contribution to a ▇▇▇▇ ▇▇▇ along with net income attributable, you may elect to treat the original contribution as having been made to the ▇▇▇▇ ▇▇▇. The same methodology applies when recharacterizing a contribution from a ▇▇▇▇ ▇▇▇ to a Traditional ▇▇▇. If you have converted from a Traditional ▇▇▇ to a ▇▇▇▇ ▇▇▇ you may recharacterize the conversion along with net income attributable back to a Traditional ▇▇▇. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made or conversion completed.
Recharacterizations. If you make a contribution to a Traditional ▇▇▇ and later recharacterize either all or a portion of the original contribution to a ▇▇▇▇ ▇▇▇ along with net income attributable, you may elect to treat the original contribution as having been made to the ▇▇▇▇ ▇▇▇. The same methodology applies when recharacterizing a contribution from a ▇▇▇▇ ▇▇▇ to a Traditional ▇▇▇. For tax years beginning before January 1, 2018, if you have converted from a Traditional ▇▇▇ to a ▇▇▇▇ ▇▇▇ you may recharacterize the conversion along with net income attributable back to a Traditional ▇▇▇. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made or conversion completed. However, effective for tax years beginning after December 31, 2017, you may not recharacterize a ▇▇▇▇ ▇▇▇ conversion.
Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a ▇▇▇▇ ▇▇▇ along with net income attributable, you may elect to treat the original contribution as having been made to the ▇▇▇▇ ▇▇▇. The same methodology applies when recharacterizing a contribution from a ▇▇▇▇ ▇▇▇ to a Traditional IRA. If you have converted from a Traditional IRA to a ▇▇▇▇ ▇▇▇ you may recharacterize the conversion along with net income attributable back to the Traditional IRA. If you have rolled over an eligible employer-sponsored retirement plan to a ▇▇▇▇ ▇▇▇, you may recharacterize the rollover amount along with net income attributable to a Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions), for the year for which the original contribution was made or conversion completed.
Recharacterizations. A contribution that constitutes a recharacterization of a prior IRA or ▇▇▇▇ ▇▇▇ contribution for a particular tax year must be made by the deadline for filing the Depositor’s income tax return (including extensions) for such tax year. For these purposes, conversion contributions that cross taxable years are treated as having been made in the earlier taxable year.
Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a ▇▇▇▇ ▇▇▇ along with net income attributable, you may elect to treat the original contribution as having been made to the ▇▇▇▇ ▇▇▇. The same methodology applies when recharacterizing a contribution from a ▇▇▇▇ ▇▇▇ to a Traditional IRA. If you have converted from a Traditional IRA to a ▇▇▇▇ ▇▇▇ you may recharacterize the conversion along with net income attributable back to the Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions), for the year for which the original contribution was made or conversion completed.