Thank you for the quick response.
I did remove the $777 excess HSA contribution + 19 cents earning from Health Equity in May 2025. I filed Amended tax return (by mail) in June 2025 with a heading "Filed Pursuant to Section 301.9100-2" on the front page of Form 1040-X and paid the additional tax ($186) attributed to the $777 income . I had to manually entered $777 on the Form 8889 smart worksheet to make the numbers work on that form.
I MAILED the Amended tax return + the $186 check for the additional tax in June 2025 to the IRS because Turbo Tax couldn't file it electronically probably due to the manually entered Form 8889. The IRS cashed the check within 2 weeks, I received a letter dated 9/15/2025 stating that "We made the changes you requested to your 2024 Form 1040-SR to adjust your other income. As a result you don't owe us any money, nor are you due a refund". I logged onto the IRS website and checked my account and found that my 1040X was accepted and completed.
Therefore, I will disregard the 1099-SA that has the $777.19 distribution, code 2.
Should I disregard the 1099-R that shows the $8,461.45 Excess ROTH contribution removal, distribution codes J & P because that was accounted for when I e-filed my tax return on 3/24/2025? I haven't done anything yet regarding this 1099-R because I am waiting for 1099s from my other brokerage accounts.
