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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?
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‎January 29, 2024
10:03 AM