Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRA. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA to a Xxxx XXX, or rolled over an eligible employer-sponsored retirement plan to a Xxxx XXX, 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 Xxxx XXX conversion or an employer-sponsored retirement planrollover.
Appears in 7 contracts
Samples: Ach Agreement, Ach Agreement, Ach 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 Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRA. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA to a Xxxx XXX, XXX or rolled over an eligible employer-employer- sponsored retirement plan to a Xxxx XXX, 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 Xxxx XXX conversion or an employer-employer- sponsored retirement planrolloverplan rollover.
Appears in 7 contracts
Samples: pdf4pro.com, www.steadfastreits.com, www.firsttrustretirement.com
Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRA. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA to a Xxxx XXX, or rolled over an eligible employer-sponsored retirement plan to a Xxxx XXX, 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 Xxxx XXX conversion or an employer-sponsored retirement planrolloverplan rollover.
Appears in 4 contracts
Samples: Individual Retirement Custodial Account Agreement, cdn.b12.io, Ach Agreement
Recharacterizations. If you make a contribution to a Traditional IRA XXX and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRAXXX. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA XXX to a Xxxx XXX, or rolled over an eligible employer-sponsored retirement plan to a Xxxx XXX, you may recharacterize the conversion or rollover along with the net income attributable to a Traditional IRAXXX. 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 Xxxx XXX conversion or an employer-sponsored retirement planrollover.
Appears in 3 contracts
Samples: 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 XXX and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRAXXX. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA XXX to a Xxxx XXX, or rolled over an eligible employer-sponsored retirement plan to a Xxxx XXX, you may recharacterize the conversion or rollover along with the net income attributable to a Traditional IRAXXX. 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 Xxxx XXX conversion or an employer-sponsored retirement planrolloverplan rollover.
Appears in 2 contracts
Samples: Adoption Agreement, Individual Retirement Custodial Account Agreement
Recharacterizations. If you make a contribution to a Traditional IRA XXX and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRAXXX. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA XXX to a Xxxx XXX, or rolled over an eligible employer-employer- sponsored retirement plan to a Xxxx XXX, you may recharacterize the conversion or rollover along with the net income attributable to a Traditional IRAXXX. 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 Xxxx XXX conversion or an employer-sponsored retirement planrolloverplan rollover.
Appears in 2 contracts
Samples: Individual Retirement Custodial Account Agreement, 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 Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRA. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA to a Xxxx XXX, or rolled over an eligible employer-sponsored retirement plan to a Xxxx XXX, 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 Xxxx XXX conversion or an employer-sponsored retirement planrolloverplan rollover.
Appears in 1 contract
Samples: Plan Agreement
Recharacterizations. If you make a contribution to a Traditional IRA XXX and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRAXXX. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA XXX to a Xxxx XXX, or rolled over an eligible employer-employer- sponsored retirement plan to a Xxxx XXX, you may recharacterize the conversion or rollover along with the net income attributable to a Traditional IRAXXX. 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 Xxxx XXX conversion or an employer-employer- sponsored retirement planrolloverplan rollover.
Appears in 1 contract
Samples: www.horizontrust.com