Navigating Retirement Taxes | Ask the Experts

[Raph]

Join us on Wednesday, October 22nd any time between 9:00 am and 5:00 pm Pacific Time for our latest installment of our Ask the Experts event series. Everything changes when you retire and that includes your tax returns. We’ll be here to answer all your questions so you can feel confident knowing your taxes are done right!   

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:

• What is RMD (Required Minimum Distribution), and why does it matter?
• Am I required to make estimated tax payments after I retire?
• How will my move to another state affect my taxes?
• I have both Traditional and ROTH IRAs, how are they taxed?
• How will Social Security affect my tax return?

How the day will work:

Our team of Experts will be in the TurboTax Community from 9:00am to 5:00pm Pacific Time on Wednesday, October 22nd ready to tackle your tough questions and engage in conversation with you. Just click the teal “Ask a Question” button at the top of our special event forum to start a conversation!

You can easily recognize our Experts out in the forums. If they have the Expert icon by their names, they are TurboTax employees. If they have the Champ icon by their names, they are not employed by TurboTax, but they are very knowledgeable.

When you receive an answer, you’ll get a notification (check the bell icon in the upper right corner). You’ll also receive an email notification. Our goal is to answer every question that comes our way before the event is over!

We look forward to hearing from you!

To get started:

1. Click here to go to the Ask the Experts event forum
2. Once there, click the teal Ask a Question button to post