Thank you so much for your response @Mike9241 - we did this and everything looks like it's showing up correctly. Such a relief - really appreciate your time!
And oops, I forgot to mention that in my original post - yes, we also withdrew the income on the excess contributions prior to 4/15/24. Further, it's our understanding that since we withdrew that income on the excess contributions in 2024, we will pay taxes on that earned income on our 2024 return. Thanks again and have a great week!
