Retirement tax questions

Here's the timeline.  All of the following happened within Betterment:

2018 - Opened Traditional IRA account with Betterment; contributed $1000 of regular (taxed) income.

2019 Jan/Feb - $200 more deposits of 2019 regular (taxed) income into the Traditional IRA.

2019 March - converted that Traditional IRA at Betterment to a Roth IRA at Betterment (because I found out that a work retirement account precluded me from deducting contributions to a Traditional IRA, which would have resulted in the contributions being taxed a 2nd time when withdrawing them).

2019 April - worked on my taxes and realized that I ALSO could not contribute to a Roth IRA, due to my filing status/income (married filing separately earning more than $10k).   I used Betterment to "remove excess contribution" before 4/15/2019.  I can't remember if I had to also remove the earnings (around $130) or chose to, but regardless, the whole account was removed.  But I do know for sure that I followed the procedure for removing excess contributions, which is also what is says on the 1099-Rs Betterment gave me:

copy/pasted:

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2019 Form 1099-R for Roth IRA
Removal of Excess 2019 Contributions
IRS Box Item Value
1 Gross Distribution $227.52
2a Taxable Amount $227.52
2b Taxable Amount Not Determined Yes
2b Total Distribution No
4 Federal Income Tax Withheld $0.00
7 Distribution Code(s) J8
7 IRA/SEP/SIMPLE No
12 State Tax Withheld $0.00
15 Local Tax Withheld $0.00
Box 2a may not be your actual taxable amount since after-tax contributions and outside
accounts can have an impact in determining the taxable portion of your distribution.
Please speak to your tax advisor for assistance in determining if part or all of your distribution is taxable."

"2018 Form 1099-R for Roth IRA
Removal of Excess 2018 Contributions
IRS Box Item Value
1 Gross Distribution $1,103.00
2a Taxable Amount $1,103.00
2b Taxable Amount Not Determined Yes
2b Total Distribution No
4 Federal Income Tax Withheld $0.00
7 Distribution Code(s) JP
7 IRA/SEP/SIMPLE No
12 State Tax Withheld $0.00
15 Local Tax Withheld $0.00
Box 2a may not be your actual taxable amount since after-tax contributions and outside accounts can have an impact in determining the taxable portion of your distribution. Please speak to your tax advisor for assistance in determining if part or all of your distribution is taxable."

2019 Form 1099-R for Traditional IRA
Traditional IRA to Roth IRA conversion
IRS Box Item Value
1 Gross Distribution $1,310.55
2a Taxable Amount $1,310.55
2b Taxable Amount Not Determined Yes
2b Total Distribution Yes
4 Federal Income Tax Withheld $0.00
7 Distribution Code(s) 2
7 IRA/SEP/SIMPLE Yes
12 State Tax Withheld $0.00
15 Local Tax Withheld $0.00
Box 2a may not be your actual taxable amount since after-tax contributions and outside accounts can have an impact in determining the taxable portion of your distribution. Please speak to your tax advisor for assistance in determining if part or all of your distribution is taxable.

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Obviously I wasn't familiar with how my filing status, work retirement plan, income, and types of IRA all interacted.

The reason I thought the backdoor Roth paragraph in the Betterment article might be relevant is because I had a similar situation with Vanguard, only their 1099-R reported the correct amount in 2a.  The only difference with Vanguard was that the money went straight from checking account => Roth IRA, whereas in Betterment it went from checking account => Traditional IRA => Roth IRA (all within Betterment), as outlined above.   

So if that all makes sense, I wondered if the advice from Betterment in that paragraph to do form 8606 applied to me since I did that conversion step in March, even though it still seems like I need to do a substitute 1099-R to report the correct amounts in box 2a.  

Very much appreciate the help.