Retirement tax questions

" the $309.28 earnings into the return?"

This amount is ignored and does not go on your tax return.

The amount you converted goes on your tax return.

The $2,000 appears on Form 8606 if you elect or are forced non-deductible.

Otherwise, Schedule 1 Line 20.

@TomDx 

 

 "won't the IRS be looking for 2 1099's?"

The IRS already has 2 1099-Rs from your custodian.