CODE G, in plan direct 401k to Roth 401K for $20,000 (but below the $46000 limit for 2023)

[MD01]

How to enter on turbo tax so the correct amount to be taxed shows into calculation on your form

Box 1: 20,000

Box 2a: 20,000

Box 3: 0

Box 4: 0

Box 5: 0

IRA/SIMPLE/SEP box NOT checked

1. All the other examples are 6500-7000, this amount is higher.

2. This is for code G for direct conversion with NO capital gains in a employer plan that allows it.

[dmertz]

There is no limit on the amount of an In-plan Roth Rollover.  Enter the code-G Form 1099-R (in the Form 1099-R section of TurboTax) exactly as received and indicate that the rollover was to a Roth 401(k) or Roth 403(b).  TurboTax will then include the $20,000 on Form 1040 line 5b.  Enter this rollover nowhere else.  Do not enter it anywhere under Deductions & Credits.