Thanks for your detailed response, Dana!
I followed your instructions - the wording was slightly different from what I saw (I'm using the online version). And some questions actually did not come up.
There was one step that I had to do something differently: Regarding the 1099-R, step #9, when I selected "I did a combination", TT required that I enter the 1099-Rs (rollover and conversion) separately. This didn't seem correct since the entire process was actually a conversion only. I selected "I converted some or all of it to a Roth IRA" and then I put the full amount of the conversion.
After I went through the entire process and right before e-filing, I checked the pdf Form 8606 that TT generated and I could see that everything was correct (the conversion, my cost basis, and the taxable amount).
Thanks again!
