I really appreciate both of you contributing to this major headache I've been trying to deal with. Such a small amount in question but in my mind a big IRS headache. I wish I could select two solutions for this one.
@DanaB27 - Thank you for at least pushing me to PJ and then making me aware that I could select 2004 on the next page. It never dawned on my to at least try it as I assumed it would simply use 2022.
@fanfare - You've hung in there with me on a few posts over this, thank you. Your mention of form 5329 really, really helped as I didn't even know of its existence nor see it among all the pages within TT.
