Ira Recharacterization Form - Or you can call one of our experienced retirement. You can complete most recharacterization using the ira recharacterization form below. Code r is used in box 7 to report prior year. A recharacterization lets you treat a regular contribution that you made to a roth ira or a traditional ira as one that you made to. This form is used to reclassify a roth ira contribution into a traditional ira contribution or vice versa done. Use this form to recharacterize contributions made to a roth ira or traditional ira, or remove an excess traditional ira or roth ira.
Or you can call one of our experienced retirement. You can complete most recharacterization using the ira recharacterization form below. Code r is used in box 7 to report prior year. This form is used to reclassify a roth ira contribution into a traditional ira contribution or vice versa done. A recharacterization lets you treat a regular contribution that you made to a roth ira or a traditional ira as one that you made to. Use this form to recharacterize contributions made to a roth ira or traditional ira, or remove an excess traditional ira or roth ira.