IRA Recharacterization Request Complete this form to make an irrevocable election to recharacterize all or a portion of your Wells Fargo Funds Conversion of an IRA Contribution or Roth Conversion Recharacterization of an IRA Fax or mail this form to the address listed below. recharacterization is limited to the year-end balance in Part II for that category as reported See the instructions for Form 1040, line 59, or the instructions On 3/7/08 using TurboTax online, I submitted my 2007 income tax return (Form 1040) which included a Form 8606 reporting my Dec. 2007 Roth conversion of part of a IRA Recharacterization Kit To authorize the recharacterization of all or part of your IRA contributions or conversions for the current or prior tax year Instructions Use this form to recharacterize two kinds of IRA transactions: Request for IRA Recharacterization For assistance: Clients (800) 225-1852 Recharacterization Form (External) Use this form to recharacterize a conversion or contribution between a Roth and Traditional IRA between two Recharacterization of IRA to Roth Conversion In Jan 2015, I converted $49K from a traditional IRA to my Roth IRA as part of my annual IRA withdrawal. Premiere Select® IRA Recharacterization Request Form Use this form to request a recharacterization of all or any portion of your contributions to your Premiere How to reverse a Roth IRA conversion See how Recharacterization may be a chance to reduce the tax liability on a Roth IRA conversion. When completing the Recharacterization Form please follow these guidelines: • Please be sure you have both a Roth IRA and a tax-deferred When completing the Recharacterization Form please follow these guidelines: • Please be sure you have both a Roth IRA and a tax-deferred IRA recharacterizations. The IRS has given you the prerogative to change your mind—when it comes to your IRA contributions and conversions, that is. TAX RULES RELATING TO THIS FORM Contributions that can be recharacterized. Only the following types of IRA contributions can be recharacterized: IRA Recharacterization from previous year contribution (1099-R, code R) In 2013 I made a $2,000 contribution to a Traditional IRA. In January 2014, I re-characterized
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