The instructions above, spread out over several posts, and revised, still apply.
(if it was confusing before, that's because there were errors. I think it is correct now ! )
Replace text "Roth IRA" with " Traditional IRA ".
You will have to amend three returns, 2020, 2021 and 2022 to include form 5329 Part III.
Then have TurboTax add 2023 Form 5329 Part III to your 2023 tax return.
The 2023 return resolves your excess contribution issue, since you removed the excess in 2023 . There is no penalty.
After that, you'll have to enter onto 2023 the 1099-R as received..
Tell TurboTax what you did with the taxable amount (rollover).
