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Agree.  I was expecting a more webcast interactive session to answer some of the questions listed on the advertisement.   The questions posted are individual situational questions that are not relevant to my current needs. 

You can click on the posts in this forum to review the answers from our TurboTax Experts and community members.   Feel free to post further questions until 5:00 PM PT today if you need clarification.  

The portion of benefits that are taxable depends on the taxpayer's income and filing status.   To determine if your benefits are taxable, take half of your social security benefit for the year and add it to your other income (pensions, wages, interest, dividends, and capital gains etc.) If you're single and this total comes to more than $25,000, then part of your social security benefits may be taxable.  For married filing joint, if this total comes to more than $32,000, then part of your social security may be taxable.  Fify percent of your social security benefits may be taxable if you're Single, HOH, or QW with $25,000-$34,000 income, Married Filing Joint with $32,000-$44,000 income. Up to 85% of your social security benefits may be taxable if you're Single, HOH, or QW with more than $34,000 income, Married Filing Joint with more than $44,000 income   For more info: https://www.irs.gov/newsroom/irs-reminds-taxpayers-their-social-security-benefits-may-be-taxable

Our Ask the Experts events structure emphasizes a move away from general advice towards providing targeted, relevant information based on the individual's unique situation making the event highly user-focused.

Earnings on Roth contributions are also not taxed when they are withdrawn from the plan if your withdrawal is a qualified distribution. A “qualified distribution” is a distribution that is made: at least 5 years after the first contribution to your Roth account; and after you’re age 59½ or on account of you being disabled, or to your beneficiary after your death. https://www.irs.gov/retirement-plans/roth-acct-in-your-retirement-plan   Thanks for participating in TurboTax's Ask the Expert event today. I hope this information was helpful! **Please cheer or say thanks by clicking the thumb icon in a post **Mark the post that answers your question by clicking on "Mark as Best Answer" Regards, TurboTax Expert

TurboTax has several tax calculators and money-saving tax tools available.  As tax year 2024 has just ended not all the calculators have been updated yet for tax year 2025.   2024-2025 tax calculators and money-saving tax tools  Tax Calculator 2024    Other helpful links: Do I need to make estimated tax payments to the IRS? Can TurboTax calculate next year's federal estimated taxes? How to Estimate Federal Withholding