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.
Roth Contribution Limits. Roth IRAs have a dollar amount limitation on how much you can put in. Though the IRS might not be what comes to mind when you think of groups that keep up with the times, your Roth IRA contribution does just that.ince the limit for both Roth IRAs and traditional IRAs is cumulative, you can't max out both accounts every year. For example, if you deposit $3,500 in your traditional IRA when your contribution limit is $5,500, you only have $2,000 left in your limit to put in your Roth IRA.