If anyone ever finds this thread in the future, I believe I figured out the issue on passive vs. non-passive. On line 2 of the carryforwards and carrybacks worksheet, I had put the first Investment (Form 3468 Part II) dropdown. This is listed as 1a for the ProSeries numbering. I should have scrolled down further to Investment (Form 3468 Part III) code 4a in ProSeries.

Still trying to figure out how to reduce the amount of credit available in 2023.