Common use of Recharacterizations Clause in Contracts

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.

Appears in 35 contracts

Sources: Traditional Individual Retirement Custodial Account Agreement, Traditional Individual Retirement Custodial Account Agreement, Traditional Ira 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. The deadline for completing a recharacterization recharacteri zation is your tax filing deadline (including any extensions) for the year for which the original contribution was made. You may not recharacterize a ▇▇▇▇ ▇▇▇ conversion.

Appears in 5 contracts

Sources: Traditional and Roth Ira Plan Agreement & Disclosure, Ira Plan Agreement & Disclosure, Traditional and Roth Ira Plan Agreement & Disclosure

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 attributableincome, you may elect to treat the original contribution as having been made to the ▇▇▇▇ ▇▇▇. The same methodology applies when recharacterizing You can also recharacterize 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 Your may not recharacterize a ▇▇▇▇ ▇▇▇ conversion.

Appears in 1 contract

Sources: Traditional 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.conversion.‌‌‌‌‌‌‌‌‌‌‌‌‌‌‌‌

Appears in 1 contract

Sources: Individual Retirement Trust Account Agreement

Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution contribu- tion 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.

Appears in 1 contract

Sources: Traditional Ira Custodial Document

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 ▇▇▇▇ ▇▇▇ conversionmade or conversion completed.

Appears in 1 contract

Sources: Traditional and Roth Ira Plan Agreement & Disclosure