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.
Appears in 7 contracts
Sources: Roth Ira Custodial Account Agreement, Ira Prototype Agreement and Disclosure Statement, Custodial 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. If you have converted from a Traditional IRA to a ▇▇▇▇ ▇▇▇ ▇, you may recharacterize the conversion along with net income attributable back to the a Traditional IRA. The deadline for completing complet- ing a recharacterization is your tax filing deadline (including any extensions), ) for the year for which the original contribution was made or conversion completed.
Appears in 2 contracts
Sources: Wealth Management Agreement, 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. If you have converted from a Traditional IRA to a ▇▇▇▇ ▇▇▇ you may recharacterize the conversion along with net income attributable back to the 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.
Appears in 1 contract
Sources: Traditional Ira, Rollover, or Sep Account Agreement