Thank you so much for your prompt and thorough reply @DanaB27
Re 2023 excess contributions: I'm checking with my financial advisor, but I'm guessing that these were taken as regular distributions, not recharacterizations, I just didn't understand that on my side. If they were taken as a distribution, how do I report this on our 2024 taxes in TurboTax online?
Again, thank you so much.
