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IRA CHARACTERIZATION OF CONTRIBUTION IRA Owner Information Asocial Security NumberAddressDate of Birthrate Phone Number ext. Daytime Phone Numbering/State/ZIPRecharacterization Authorization to IRA

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What is recharacterization authorization to ira?

Recharacterization authorization to IRA is a request to change a contribution made to one type of IRA (Traditional, Roth, SEP, or SIMPLE) to a different type of IRA.

Who is required to file recharacterization authorization to ira?

Individuals who have made contributions to an IRA and wish to change the type of IRA those contributions were made to are required to file recharacterization authorization to IRA.

How to fill out recharacterization authorization to ira?

To fill out recharacterization authorization to IRA, individuals must complete Form 8606 and submit it to the IRA custodian along with a written request to recharacterize the contribution.

What is the purpose of recharacterization authorization to ira?

The purpose of recharacterization authorization to IRA is to allow individuals to correct mistakes in IRA contributions, such as making contributions to the wrong type of IRA.

What information must be reported on recharacterization authorization to ira?

Information such as the original contribution amount, the type of IRA it was made to, the desired type of IRA for recharacterization, and any earnings or losses associated with the contribution must be reported on recharacterization authorization to IRA.

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