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CHARACTERIZATION ELECTION A recharacterization allows you to move a contribution that you originally made to a Roth IRA into a Traditional IRA.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

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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What is a recharacterization allows you?

A recharacterization allows you to change a traditional IRA contribution into a Roth IRA contribution or vice versa.

Who is required to file a recharacterization allows you?

Any individual who wants to change the type of IRA contribution they made.

How to fill out a recharacterization allows you?

To fill out a recharacterization, you must complete and submit Form 8606 with the necessary information.

What is the purpose of a recharacterization allows you?

The purpose of a recharacterization is to correct mistakes or change your IRA contribution type to better suit your financial goals and circumstances.

What information must be reported on a recharacterization allows you?

You must report details about the original contribution amount, the type of IRA it was made to, and the new type of IRA to which you want to recharacterize.

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