The instructions you are referring to are for a 2022 form 1099-R. When you pull it up from the IRS website, they show the form for 2022. It is different from the one you are entering for 2021.
You made the excess contributions in 2021 so that is the year you need to add the substitute 1099-R for. In 2023, you will get a form 1099-R showing year 2022 on it. Hopefully, it will have code P in box 7, which says it was taxable in 2021. If so, then you just need to enter it and be done with everything!
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