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I am assuming that one of those forms will also have a place to declare any non-deductible IRAs that will be converted to a roth as well?

Yes, the Form 8606 is where you will report your non-deductible contributions.

I was under the impression that I or the brokerage was going to have to get into the nitty gritty of figuring out the value of the IRAs when they were opened and the value of them at conversion to tax the difference, which would be daunting if I had to find old paper records,as electronic records only go back so far depending on the brokerage. Is this impression correct?

Sorry, your impression is incorrect. IRAs are like Vegas - what happens in the IRA (at least as far as cost basis and gains) stays in the IRA. Your taxable amount is the value of what you are converting when the conversion occurs. If you have any basis from non-deductible contributions in the IRA that was previously reported on a Form 8606, your entries on the Form 8606 will adjust the conversion amount appropriately.

AJ
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