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.
Appears in 41 contracts
Sources: Ira Prototype Plan Agreement, Ira Prototype Plan Agreement, Ira Kit Agreement
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.
Appears in 24 contracts
Sources: Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Account Agreement
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 employer‐sponsored retirement plan rollover.
Appears in 7 contracts
Sources: Roth Individual Retirement Custodial Account Agreement, Roth Ira Application, Roth Individual Retirement Custodial Account Agreement
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.
Appears in 5 contracts
Sources: Roth Ira Adoption Agreement, Roth Ira Adoption Agreement, Roth Individual Retirement Custodial Account Agreement
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.. LIMITATIONS AND RESTRICTIONS
Appears in 2 contracts
Sources: Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement
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.
Appears in 1 contract
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.rollover.
Appears in 1 contract