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.
Appears in 8 contracts
Sources: Customer Account Agreement, Roth Ira Account Application & Agreement, Roth Ira Account Application & 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. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA to a ▇▇▇▇ ▇▇▇, ▇ or rolled over an eligible employer-employer- sponsored retirement plan to a ▇▇▇▇ ▇▇▇, you may recharacterize the conversion or rollover along with the net income attributable back to a 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 or rollover completed. However, effective for tax years beginning after December 31, 2017, you may not recharacterize a ▇▇▇▇ ▇▇▇ conversion or an employer-employer- sponsored retirement planrolloverplan rollover.
Appears in 7 contracts
Sources: Ira Prototype Plan Agreement, Ira Prototype Plan Agreement, Ira Prototype Plan 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. 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 planrolloverplan rollover.
Appears in 6 contracts
Sources: Roth Individual Retirement Custodial Account Agreement, Roth Ira Account Application & Agreement, Roth Ira Account Application & 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▇▇▇. 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.
Appears in 3 contracts
Sources: Roth Individual Retirement Custodial Account Agreement, 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▇▇▇. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA ▇▇▇ to a ▇▇▇▇ ▇▇▇, or rolled over an eligible employer-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 planrolloverplan rollover.
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▇▇▇. 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 planrolloverplan rollover.
Appears in 1 contract
Sources: Roth Individual Retirement Account Application/Adoption 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. 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 planrolloverplan rollover.
Appears in 1 contract
Sources: Roth Ira Plan 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▇▇▇. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA ▇▇▇ to a ▇▇▇▇ ▇▇▇, or rolled over an eligible employer-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-employer- sponsored retirement planrolloverplan rollover.
Appears in 1 contract
Sources: Roth Individual Retirement Account Custodial Agreement