first, there is no penalty as long as you are over 59.5 years old....
it is easier to just open up a Form 1099-R and complete the form. put code 7 in box 7. put the amount you are thinking about coverting to a Roth in boxes 1 and 2a (the amount should be the same assuming all the money in the IRA is pre-tax, meaning the basis is zero). The little check box next to Box 7 should be checked that this is an IRA.
does that work?
