dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Retirement tax questions

The money from the old employer's traditional 401(k) account was not permitted to be deposited directly into the new employer's Roth 401(k) account.  It was required to be deposited into the new employer's traditional 401(k) account.  Movement of funds from a traditional 401(k) account to a Roth401(k) is only permitted to be done in-plan.

View solution in original post