Deductions & credits

Essentially, you filed an incorrect 2022 tax return, by failing to remove the excess.  If you had filed with the correct facts (you would not remove the excess) then a form 5329 would be completed, you would pay the tax, and you would have a 2022 form 5329 that you would use to report and carry forward the excess to 2023.

 

You need to file an amended 2022 return, change your answer to say that you would not remove the excess, and pay the tax.  You will then have the 2022 form 5329 you need for your 2023 tax return.

 

To amend using Turbotax, start here.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-a...

 

Because form 5329 has a separate signature line, it can be filed alone without a full amended return, so if you wanted to prepare the amended return manually, you just need to fill out form 5329 and form 1040-X and mail them to the IRS with a check.  But if you paid to use Turbotax, you might as well use the program to prepare the amended return.