Retirement tax questions

for #3.  
Watch out, the Online software (if you are using it) will shut down in Mid October for e-filing, and will shut down entirely for 2017 taxes by the end of October (usually)....when it is locked entirely for anyone's access for a few weeks.....and you can no longer edit your 2017 file at all after that...at least not Online.

 If you are using the Desktop software, the e-file deadline will still be 15 October, but you can print and paper-file by mail yourself anytime after that.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*