Thank you Linda. That helped a lot.
A couple of comments:
1) I have been using TurboTax Deluxe for probably 15 years or more, and I have never seen that interview.
2) That interview is not particularly designed for my situation but with my own thoughtful contributions, it will get me where I need to be.
3) My 2017 return required me to pay a large amount instead of my usual small refund. What happened was in 2017, my wife's social security kicked in with no withholding, and she also liquidated a bunch of investments with no withholding (capital gains), and this was also my first year with RMD (with withholding). So I will be using this interview to eliminate the capital gains item and also using "other income" to adjust for SS and for RMD. For 2018, it recommended really large quarterly payments because of 2017.
4) It looks like TurboTax does not offer recommendations on the RMD? I don't think it knows enough about my portfolio to provide one.
