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Use this form to recharacterize a contribution (not a “conversion” contribution) that was made to an IRA.
This form is only for use within your Sit IRA accounts.
Recharacterization rules can be complex. Please consult with your tax adviser regarding your tax situation.
To remove an excess contribution from your IRA, complete the IRA Distribution Form.
This form is for recharacterizing a Roth IRA contribution into a Traditional IRA contribution and vice versa. A recharacterization is different than a conversion. A conversion has a separate form.