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CHARACTERIZATION ELECTION A recharacterization allows you to move a contribution that you originally made to a Roth IRA into a Traditional IRA. Use this form if you want to recharacterize a contribution
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How to fill out a recharacterization allows you
How to fill out a recharacterization allows you
01
Obtain the recharacterization form from your financial institution or brokerage firm.
02
Fill out the form with your personal information, including your name, account number, and the type of contribution you are recharacterizing.
03
Indicate the amount you are recharacterizing and from which account or investment it is coming from.
04
Submit the completed form to your financial institution or brokerage firm for processing.
Who needs a recharacterization allows you?
01
Individuals who have made an excess contribution to a Traditional IRA, Roth IRA, or other qualifying retirement account may need a recharacterization allows to correct the mistake.
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