Hi DoninGA
Per the IRS instructions for 1099-R:
"Box 7. Distribution Code(s)
Enter an “X” in the IRA/SEP/SIMPLE checkbox if the distribution is from a traditional IRA, SEP IRA, or SIMPLE IRA. Do not check the box for a distribution from a Roth IRA or for an IRA recharacterization."
So, based on this the IRA box should not be checked.
Would you mind doing your test again with the IRA box unchecked and see if GA doubles the amount excluded as retirement income. Thanks.
