BillM223,
Again, thanks for all your input.
I contacted the financial institution and they are sending me corrected 1099-SAs. One for the $860 showing a normal distribution and a 2nd one for the $4250 showing an excess contribution distribution. This will get me what I want and therefore all the documentation should match.
Thanks for your help in getting me pointed in the right direction.
Regards,
Ketumm
