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Ask the Experts | Retirement/Life Events | June 26, '24












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:


Our team of Experts will be in the TurboTax Community from 9:00am to 5:00pm Pacific Time on Wednesday, June 26th 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
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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