@BillM223 This might go beyond the scope of this conversation, but would it be better to amend it myself, or through Turbotax?
For Turbotax, I'm thinking of changing the 1099-SA to have distribution code 2, then adding the balance back as miscellaneous income. When I just change 1099-SA to distribution code 2, it calculates too much refund, which is why I add it back in the misc section.
For myself, I would just keep the schedule 1099-SA to have distribution code 1, but add the line where I removed excess contributions, and then calculate normally.
