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.
A Roth IRA works the opposite way that a traditional IRA does: 1  You again transfer money from your checking or savings account into your IRA account. 2  The annual contributions limits are the same as a traditional IRA ($5,500 if youâre under 50 and $6,500 if youâre 50 or older).he plain and simple truth is that an IRA is actually a pretty simple and useful investment tool. Similar to a 401k there is quite a bit you can do with one to help you save for retirement and reach your financial goals. But before you can do that, there are a few simple basics you should understand.