Thank you for your explanation!
I am unsure where I went wrong in the process, but since I have already removed the excess contribution, there is nothing further I can do at this point.
Do you know which forms I should fill out, a 1099-R form or a substitute 1099-R (Form 4852), without an actual 1099-R?
Should I fill out a 1099-R form for the recharacterization?
