That did the trick! Thanks to both @DawnC and @fanfare for helping me navigate this tricky 2023 1099-R creation. I did end up using the P code as @DawnC suggested and was able to select year 2024, otherwise I used the settings described by @fanfare . I did happen to know my custodian's TIN, so used that. Finally, my form 1040 lines 4a and 4b correctly match values disclosed in my excess withdrawal custodian letter. And, as expected, I pay a bit more tax, but I'm happy to have this corrected.
Thanks for all your help!
RMB2023
