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Retirement tax questions
I will give you some generalities and I think @dmertz will clean up anything I miss..
For 2020: you have a $4971 excess contribution. You need to file an amended 2020 return to include form 5329 and pay a 6% penalty on the excess contribution (unless you already paid it).
For 2021: you have $4971 excess contribution carried over. You need to file an amended 2021 return to include form 5329 and pay a 6% penalty on the excess contribution (unless you already paid it).
For 2022: if you were eligible to contribute to a Roth but did not, you can treat your previous excess as if it is a new 2022 contribution--basically you can "use up" the excess by applying it to the 2022 limit. You need to file an amended 2022 return to include form 5329 and report the application of the prior excess contribution as a new 2022 contribution. No further penalty is owed on your 2022 return and there is no more excess to carry forward.
Note that when you file the amended 2020 and 2021 returns and pay the penalties, the IRS will probably come back and bill you for interest on the late payments, backdated to the tax deadlines (May 17, 2021 and April 17, 2022, respectively).
For 2023: When recharacterizing your Roth contribution to a traditional IRA, you must also move over any earnings. That is probably what the extra $967 was, although you should contact the broker if you aren't sure. The recharacterized earnings are not taxable to you, and they are not a contribution, they were tax-free earnings in the Roth and they go into the IRA as tax-free earnings (to be taxed later when you withdraw them).
The key question for 2023 is whether you took a tax deduction for the $7500 recharacterized contribution or not. If you did not take a deduction (either by choice or income too high for a deduction) then you now have a non-deductible basis in your IRA and you should have a form 8606 with your tax return. You need to keep your form 8606's for the rest of your life to prove that future withdrawals are partly non-taxable; this is an exception to the rule that most tax papers can be discarded after 6 years.
Then for 2024, are you making deductible or non-deductible contributions? If you are adding to your non-deductible basis, you should get a new form 8606 that tracks the 2023 non-deductible basis plus new non-deductible contributions.