Retirement tax questions

The link that you provided doesn't answer my original question nor does it address what I view as a bug in TurboTax' Estimated Tax preparation using EasyStep.  If you don't receive a W-2 from employment and aren't self-employed, the Enter Investment Gains and Losses page is the first page that you are asked to enter for calculating your Federal estimated taxes.

 

Nowhere on the Enter Investment Gains and Losses page is there any statement indicating that the data entered on this page must also be incorporated into the data entered Enter (year) Other Income page.  While the Learn More link on the Enter Other Income page indicates that dividends should be included, one would not normally re-enter the Qualified Dividends that were entered on the Enter Investment Gains and Losses page.

 

The Enter Investment Gains and Losses page data is totally ignored in computing one's estimated taxes.  It isn't until you look at the Estimated Taxes and W-4 Worksheet that you discover that the investment gains and losses data needs to be included in the amount entered on the Other Income page.