ps33-17
New Member

401(K) to Roth 401(K) in plan rollover

Retired. Employer retirement plan.  Have 401(K) and Roth 401(K) in account.  Have taken no distributions from Plan.  December 2023 I did an in-plan rollover from 401(K) to Roth 401(K).  Entered info on 1099-R correctly.  TurboTax shows a tax penalty of over $1k.

What is wrong?