Recharacterizations. If you have converted from a SIMPLE IRA to a Xxxx XXX, you may recharacterize the conversion along with net income attributable back to the SIMPLE IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year in which the conversion was completed.
Appears in 8 contracts
Samples: Wealth Management Agreement, Simple Individual Retirement Custodial Account Agreement, Simple Ira Custodial Agreement
Recharacterizations. If you have converted from a SIMPLE IRA to a Xxxx XXX, you may recharacterize the conversion along with net income attributable back to the SIMPLE IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) ), for the year in which the conversion was completed.
Appears in 3 contracts
Samples: Simple Ira Plan Establishment, Custodial Agreement, Adoption Agreement Simple Ira
