Yes, both actions were in 2023.
The previous expert's response was the actual fix for the issue. The issue afterwards was my misunderstanding of the Pro Rata rule.
Between Youtube videos, articles, and working through the 1040 & 8606 manually, I think I get it now. I don't like it and think it's wrong, but it is what it is.
Thank you for your help (and patience) on this.
