I'm so sorry, I didn't realize this was a restricted forum. I really appreciate your response nonetheless! Of course your don't have to reply further.

An interesting observation: I assume in your situation, the 2021 excess was subject to the 6% penalty for both years 2021 and 2022 (rather than just 2021 exclusively) because there were no Roth distributions to eliminate the 2021 excess in 2022?

Also, you stated that 5329 was filed as standalone, but line 25 for 5329 indicates that the value needs to propagate to Schedule 2 of 1040. Also, the 5329 instructions state, "If you don’t have any other changes AND [sic] haven’t previously filed a federal income tax return for the prior year, file the prior year's version of Form 5329 by itself." So I assume a 2021 income tax return was not filed? However, instructions immediately after state, "If you have other changes, file Form 5329 for the prior year with Form 1040-X, Amended U.S. Individual Income Tax Return." To me this implies 1040-X is needed only if there are other changes. It's a bit ambiguous to me.