Retirement tax questions

@fanfare 

 

...it is quarterly, but having monthly statements and monthly amounts will  help set up and total quarterly amounts. But each to their own.

 

And the software Interview for the 2210AI actually uses cumulative totals i.e.

1/1/2019-to-3/31/2019  then 1/1/2019-to-5/31/2019  etc.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*