To answer your question.
"To verify, you contributed to the Roth for 2020 and 2021, recharacterized it to traditional IRA in 2021, and then converted it back to Roth in 2021, correct?"
YES!
I looked at my 1099-R and 1 has a code of 2 (in box 7) & and X in the IRA/SEP/SIMPLE. The other 1099-R has an R for the code and the nothing else, no X in the other box. MY wife has 3 1099-R and 1 had a code of R and an X, while the other 2 have codes of J8 and the 3rd as JP. I looked back at our 2020 Return and line 14 of the 8606 forms for the basis is just showing our contribution amounts. I do not see a Code N on any of the 1099-R.
Thanks.
