In Plan Conversion

[kulksajay]

My employer 401k plan allows for pre tax and Roth contributions as well. The pre tax and roth contribution combined limits are $19000. I DO NOT directly make any Roth contributions. I however, make post tax contributions to 401k (combined limits for all contributions are 50k) and then do the "in plan conversion" to Roth. I receive 1099-R for this conversion. Is this 1099-R reporting a rollover of funds from 401k plan to a "Designated Roth 401k" plan? 

[MarilynG1]

Yes, your 1099-R may report a Rollover from your 401K to a Roth 401K. 

Enter your 1099-R as shown, and pay attention to the follow-up questions asked in TurboTax. 

If you received a pre-tax deduction for your 401K Contribution, you will be taxed on the amount you rolled into the Roth 401K. 

Click this link for more info on 401K Rollover to Roth. 

[Edited 03/20/2020 | 7:58 PM]

[dmertz]

Yes, this is an In-plan Roth Rollover to the Designated Roth Account in your 401(k) plan.

(It has nothing to do with a Roth IRA.)