Recharacterization

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Recharacterization


Forms and Instructions

Relevant Forms

Form 1118 (Schedule J) Adjustments to Separate Limitation Income (Loss) Categories for Determining Numerators of Limitation Fractions, Year-End Recharacterization Balances, and Overall Foreign Loss Account Balances

Topic Screen for this Form

1118 (Schedule J) Instructions for Schedule J (Form 1118), Adjustments to Separate Limitation Income (Loss) Categories for Determining Numerators of Limitation Fractions

Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts

Topic Screen for this Form

5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

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Publications

Links Inside Publications

Publication 17 - Your Federal Income Tax (For Individuals) - Individual Retirement Arrangements (IRAs)

Reporting a recharacterization. If you elect to recharacterize a contribution to one IRA as a contribution...

Publication 17 - Your Federal Income Tax (For Individuals) - Individual Retirement Arrangements (IRAs)

Recharacterizations. You may be able to treat a contribution made to one type of IRA as having been made to...

Publication 590 - Individual Retirement Arrangements (IRAs) - Can You Move Retirement Plan Assets?

Recharacterizations. You may be able to treat a contribution made to one type of IRA as having been made to...

Publication 590 - Individual Retirement Arrangements (IRAs) - Can You Move Retirement Plan Assets?

Reporting a Recharacterization. If you elect to recharacterize a contribution to one IRA as a contribution...

Related Topic Links

How to Recharacterize a Contribution

Individual Retirement Arrangement

Recharacterization of Passive Income