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.
Rule 2: The amount you can contribute goes up over time. Roth contribution limits are indexed for inflation, and in some years, they go up. For 2015, you can put $5,500 into your Roth IRA, and if you're 50 or older, you can add another $1,000 on top of that. You have until April 15 next year to make your contribution for 2015. Rule 3: Anyone can convert a traditional IRA to a Roth. It used to be that income limits prevented some taxpayers from converting existing traditional IRAs to Roth IRAs. But in 2010, those rules went away, and now, anyone can convert.