OK. You have two questions here so the 2nd one first. About the 8606.
Your 2018 & 2019 Traditional IRA contributions that you converted to a Roth IRA...
I am assuming that those contributions were after-tax non-deductible contributions that you did not claim the deduction on.
The 2018 contribution should have been entered on your 2018 tax return in the IRA contribution section as a non-deductible contribution which would have produced a 2018 8606 form with that contribution on line 1,3 and 14.
The 2019 non deductible contribution would be entered into the 2019 tax return the same way.
The 2019 1099-R with the code 2 for the Traditional IRA to Roth conversion is entered into the 1099-R sections and the interview asks what you did with the money - say you moved to to another retirement account and then that it was converted to a Roth. Continue the interview until it asks if you tracked the non-deductible contributions - say yes. When it asks for prior year non-deductible contributions enter the 2018 8606 form line 14 value (the 2019 contribution will automatically be applied). The enter the total 2019 year end value of all Traditional IRA accounts. That should produce a 8606 form with the 2019 contribution on line 1 the 2018 on line 2 and calculate the taxable amount on lines 6-18.
This procedure is sometimes called a "back door Roth". If the year end value is zero then the two non-deductible contributions should offset the tax on the conversion.
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The 1st part of the question about the other two 1099-R's....
You said "I 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 assume that you did contribute to the Roth and then requested a return of contribution. So it would seem that the 1099-R's with the code PJ and 8J do report that return except for the errors in the forms as discussed before. My answer on how to use a substitute 1099-R's still stands.
I was confused by the two totally unrelated events. Each one must be reported separately.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
