qbteachmt
Level 15

I stopped in one more time to see if you resolved this (as excess or is it recharacterization? I'm still confused on this point) as you seem to have gone out into the weeds overthinking it.

For Excess Roth, removed by the deadline, using the 1099-R worksheet:

Box 1 Total Amount: Amount of entire return of excess contributions including earnings (gross)
Box 2a Taxable Amount: Just the amount of the earnings
Box 4 Federal Income Tax Withheld: 0 (assumes there was nothing withheld)
Box 7 Distribution Codes: 8 J

Contribution is moot, as if it never happened.

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