That's an interesting perspective and may be correct as well. However, a couple of days ago when I had set up an appointment with a TT Expert and talked to him for a while, I literally read out all the steps mentioned in the two links that I've shared and he confirmed that I am on the right track (including Step 2: Enter the Conversion from a Traditional IRA to a Roth IRA)...but it's possible he may not have fully understood or missed some key points during our conversation....
Hopefully @DanaB27 or @dmertz or @RogerD1 will tell me what's the right way to approach this...
