Retirement tax questions

What you describe is a IRR (In Plan Rollover) from a 401(k) to a Roth 401(k) (called a Designated Roth.   Unless the 401(k) contained after tax money then the box 1 amount would be taxable.

 

When entering the 1099-R the code G will ask if it was a rollover of a 401(k) to Roth 401(k) - answer YES.

 

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**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**