Topic Search:
Search Help
Navigation Help
Topic Index
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
Y
Z
#
FAQs
Forms
Publications
Tax Topics
Comments
About Tax Map
IRS.gov Website
Recharacterization
Forms
Publications
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
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
Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
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
Conversions
How to Recharacterize a Contribution
Individual Retirement Arrangement
Reconversions
Roth IRA