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Retirement/Life Events | Ask the Experts

Published on ‎June 4, 2024 2:32 PM by Community Manager | Updated on ‎June 26, 2024 5:02 PM

Thank you for coming to Ask the Experts Day – the event has now concluded


On behalf of the Experts participating, I would like to thank you for joining us.  We hope you will return to the forums to share your experiences, both good and bad.


We will be hosting more Ask the Experts events in the months to come.  We hope to see you then!


If you still have questions to ask, feel free to post them on the Community – we always have experts on the Community ready to help you out.




Join us on Wednesday, June 26th any time between 9:00 am and 5:00 pm Pacific Time for our latest installment of our Ask the Experts event series. This time we'll be answering questions about Retirement and Life Events, and how to prepare for these shifts when filing your tax return.  


Come spend a minute, an hour, or the whole day in the TurboTax Community forums. We'll have Tax and Financial Experts live - waiting to give you tax or personal finance advice for free! There’s no limit on how many questions you can ask—we’re up for the challenge and ready to answer things like:


  • How will Social Security affect my tax return?
  • What is RMD (Required Minimum Distribution), and why does it matter?
  • I’m downsizing my home. Do I have to pay taxes on that?
  • How will my move to another state affect my taxes?
  • I have both Traditional and ROTH IRAs, how are they taxed?
  • My income is increasing and I won’t qualify for a ROTH IRA. Is there a way around this?  


How The Day will work:


On June 26th, we will post a link on this page to access the Special Event Forum. Tax and finance experts will be online and ready to tackle your tough questions and engage in real-time conversation with you. Just sign in to the TurboTax Community, and select the teal Ask a Question button at the top of our special event forum to start a conversation! If it is after 9 am Pacific Time on June 26th, and you don't see the event link yet, just refresh this page and it will appear.


 Already RSVP’d?


In the meantime, check out our refund calculator by clicking here and signing in to calculate your tax outcome in just a few minutes or less.


Millions of customers come to the TurboTax Community every month—we hope that you’ll join us for this special event on June 26th.



***Stay tuned for future events on the TurboTax Community!***

Event has ended
You can no longer attend this event.

Wed, Jun 26, 2024 9:00 AM PDT
Wed, Jun 26, 2024 5:00 PM PDT
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