1099-R question - Split distribution 401k Rollover (Traditional 401k and Roth 401k) into new Roth 401k

[jbhkt7]

I moved jobs and rolled over my old 401k plan to my new employers plan.

My old plan had a traditional pre-tax 401k and Roth 401k. When I rolled over they split the distribution checks into one for pre-tax and one for Roth. They both went into a Roth 401k at my new employer I have two 1099-R forms from my old 401k administrator that reflect this.

Should I be taxed on the traditional pre-tax 401k amounts distributed into the new Roth 401k? And should this be reflected on the traditional pre-tax 1099-R?

Here are my 1099-R numbers (I used example values for the gross amounts)

Traditional Pre-tax 1099-R:

Gross distribution: $30000

Total distribution: yes

Taxable amount: $0

Distribution Code(s): G

Roth distribution 1099-R:

Gross distribution: $40,000

Employee/Roth contributions: $40,500

Total distribution: yes

Taxable amount: $0

Distribution Code(s): GB

[dmertz · Accepted solution]

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.