The TD Form W-8BEN may be obtained from any United States Internal Revenue Service (IRS) office, United. States Consulate office, or by writing Defense Finance and Accounting Service, U.S. Military Annuitant Pay, P.O. Box 7131, London, KY 40742-7131or the annuitant may call toll free 1-800-321-1080.
Taxable Event. There's no limit on the amount you can roll to a Roth from another retirement account. However, a Roth rollover is a taxable event. Traditional IRAs, 401k plans, 403b plans and 457 plans are typically composed of pretax dollars.Roth IRA contributions come from after-tax dollars.So when you effect the rollover, you have to pay taxes on the money that was originally in a pretax account.ou can move money from nearly any retirement account into a Roth. The list of eligible account types includes the 401k, 403b, 457 plan, traditional IRA, SIMPLE IRA and SEP-IRA. You can even roll money from your employee profit-sharing, money purchase and defined benefit plans.
Posted by Madison on November 5, 2014. The 2015 Roth IRA limits and Roth 401k contribution limits were just announced, so you can start planning your contributions. The 2015 limits will stay the same for the Roth IRA; the Roth 401k limits will increase.f you contribute 2015 Roth IRA money between January 1 and April 15, be sure to designate calendar year 2015 if you have already contributed the maximum for 2014. To maximize your IRA investments, make sure you arenât paying extra fees in your IRA. You can transfer your IRA to Scottrade to avoid annual fees.