I'm in a very similar situation and have been researching this extensively since discovering the TurboTax desktop discontinuation. After reading through all these experiences, I wanted to add my perspective as someone who just completed the transition to H&R Block's desktop version. The import process from TurboTax worked better than I expected - about 85-90% of my data came through correctly, including my rental property depreciation schedules and Schedule C business information. What required manual attention were mainly some expense categorizations and a few investment cost basis entries, but nothing major. One thing I haven't seen mentioned yet is that H&R Block's desktop version actually has better reporting capabilities for rental properties than TurboTax did. You can generate detailed property-by-property reports that break down income, expenses, and depreciation in ways that are really helpful for record-keeping and planning. The software does require annual purchases just like TurboTax did, but the pricing has been competitive. I'd definitely recommend downloading the trial version - it lets you complete most of the return process before requiring payment, so you can thoroughly test how it handles your specific situation. For anyone still hesitant about making the switch, I understand the reluctance, but the alternatives really are solid. The learning curve is minimal if you're already familiar with tax software concepts.

I'm dealing with this exact same frustrating situation! Used TurboTax desktop for years specifically to keep my data local, and now I'm scrambling to find alternatives before tax season gets into full swing. After reading everyone's experiences here, it sounds like H&R Block's desktop version is the clear frontrunner for those of us with complex returns. I'm particularly encouraged by the reports that rental property depreciation schedules and Schedule C data import relatively cleanly - those were my two biggest concerns about switching. For anyone else still researching options, I found it helpful to make a list of every form and schedule I used in last year's return (Schedule C, Schedule E, Form 4562, etc.) and then verify that potential alternatives support all of them. Most do, but it's good to confirm before committing. The trial version approach mentioned by several people here seems like the smart move. I'm planning to download both H&R Block and TaxAct trials this weekend and test the import process with my 2023 return data to see how everything transfers over. It's annoying that we're being forced into this situation, but at least there are still legitimate desktop options that don't require putting everything in the cloud. The transition seems much less scary after reading all these real-world experiences from people with similar tax situations.

Question - does anyone know if the standard deduction covers this kind of income? Like if I made $175 from surveys but take the standard deduction of $13,850 (for 2024), do I still need to file a Schedule C? Seems like overkill for such a small amount.

I've been doing survey work for about two years now and want to share what I've learned about the tax side. Even small amounts need to be reported - I learned this the hard way when I skipped reporting $89 one year and got a letter from the IRS later (apparently one of the survey companies did report it even though they didn't send me a 1099). For amounts under $400, you don't owe self-employment tax, but you still report the income on Schedule C. I list my business as "Online Market Research" and it's pretty straightforward. The key is keeping good records throughout the year - I use a simple spreadsheet with the date, platform name, and amount earned. One tip: if you use your phone or computer primarily for surveys, you can deduct a percentage of those costs. I calculated that about 15% of my phone usage was for survey work and deducted that portion of my monthly bill. Just make sure you can justify the percentage if asked. The paperwork might seem excessive for small amounts, but it's better to be compliant from the start than deal with IRS questions later!

Has anyone else gotten a 1099-K from Ticketmaster or StubHub for reselling? I heard they're going to start sending them for sales over $600 starting in 2025 instead of the current $20,000 threshold. That's gonna catch a lot more casual sellers like us.

Hey there! I was in almost the exact same situation last year with concert tickets. The key thing to remember is that you only owe taxes on your actual profit, not the full sales amount. Since you don't have receipts, I'd recommend creating a detailed log of what you can remember - dates, games, approximate amounts you paid your friend. Check your bank records for ATM withdrawals around those dates, and see if you have any text messages with your buddy discussing prices. You'll want to report this on Schedule C since it sounds like regular activity. Put your total sales as income, then deduct your costs as business expenses. The IRS allows reasonable reconstruction of records when originals aren't available, as long as you're honest and can show some supporting evidence. Also, start keeping better records going forward! Use Venmo or at least write down cash transactions. With the reporting thresholds potentially dropping to $600 soon, more casual sellers like us are going to be on the radar.

This thread has been incredibly thorough and helpful! As someone who went through a very similar situation last year, I want to add one more practical consideration that might be useful - what to do if your expense-sharing arrangement gets questioned during an audit. My partner and I had our expense-sharing arrangement reviewed during a routine audit (unrelated to housing - it was about some business expenses), and having our documentation organized made all the difference. The IRS agent specifically asked to see our records showing the difference between rent payments and expense sharing. What saved us was having that monthly tracking system several people mentioned, plus we had saved all our bank statements showing the actual expense payments (mortgage, utilities, etc.) and our contributions toward those specific costs. The agent could clearly see we were paying portions of actual expenses rather than fixed rent amounts. One tip I'd add: if you're using automatic transfers, make sure the memo lines are specific. Instead of just "housing payment," use "mortgage contribution - January" or "utilities share - electric/gas." This level of detail really helped demonstrate we were sharing actual household costs rather than paying rent. Also, keep copies of the actual bills even if your partner pays them directly. We printed quarterly statements for mortgage, property tax, insurance, and major utilities. It created a complete picture showing the actual expenses we were sharing versus just our payment records. The peace of mind from knowing we could clearly document our arrangement if questioned was totally worth the small amount of extra organization effort!

This has been such an incredibly valuable discussion! As someone who's been helping couples navigate these exact tax situations for years, I'm impressed by how comprehensive and accurate the advice has been throughout this thread. I want to emphasize one crucial point that's been touched on but deserves highlighting: the importance of being proactive rather than reactive with your documentation. Too many couples I work with come to me after they've already been living together for months or years with informal arrangements, and then panic when tax season arrives. The expense-sharing approach everyone's discussing is absolutely the right way to go for most unmarried couples, but the key is implementing it systematically from day one. Here's what I recommend as a simple framework: 1. Create a written expense-sharing agreement before moving in (doesn't need to be complex - just clearly states you're domestic partners sharing household costs) 2. Set up dedicated tracking (the monthly checklist idea from Amina is perfect) 3. Use specific payment methods and memo lines that clearly indicate expense sharing 4. Keep copies of all household bills to show the actual expenses you're splitting 5. Review and document your arrangement annually to ensure it still makes sense The audit experience that Ivanna shared really drives home why this documentation matters. When you can show a clear, consistent pattern of sharing actual household expenses as domestic partners, it removes any ambiguity about your arrangement's nature. One final tip: consider taking photos of your household setup occasionally - shared furniture, both names on utility accounts if applicable, etc. This helps establish that you're genuinely living as domestic partners sharing a household rather than in a landlord-tenant situation.

Reading through this entire thread has been absolutely fascinating! As someone who's been considering various side hustles, I'm impressed by how thorough and supportive this community is. @Sophia Rodriguez - your journey from considering tax preparation to having a clear roadmap is really inspiring. The combination of your bookkeeping background, family tax experience, and genuine desire to help people (especially immigrant families) seems like such a strong foundation. What strikes me most about this discussion is how it's evolved from basic viability questions to covering everything from certification paths (VITA program, EA certification) to modern technology tools (taxr.ai for accuracy, Claimyr for IRS efficiency) to specialization strategies. It really shows how much the tax preparation field has to offer for someone willing to approach it professionally. The seasonal nature and intensity seem manageable as a side hustle, especially with the potential for year-round client relationships through tax planning services. And the emphasis on proper insurance, business setup, and starting with supervised experience through VITA shows there's a clear path to do this right. This thread is a perfect example of how valuable community knowledge-sharing can be. Thanks to everyone who contributed their experiences and expertise!

What a wonderful and comprehensive discussion this has turned out to be! As someone who's been lurking in this community for a while, I had to jump in because this thread perfectly captures why I love this space. @Sophia Rodriguez, your thoughtful approach to entering the tax preparation field is really admirable. The fact that you're asking the right questions upfront - about ethics, proper certification, and genuinely helping people - shows you're already thinking like a professional. This entire conversation has been like a masterclass in career planning. From @Mia Green's advice about EA certification and starting small, to @Sebastian Scott's practical tips about VITA training and business setup, to the fascinating discussions about modern tools like taxr.ai and Claimyr - it's incredible how much ground has been covered. What really impresses me is how the community has shown that tax preparation isn't just about crunching numbers anymore. It's about combining technical expertise with technology tools, understanding client needs (especially underserved communities like immigrant families), and building genuine relationships. The seasonal nature actually seems like it could be perfect for someone wanting to maintain work-life balance while building expertise. Thank you all for creating such an informative and welcoming discussion. This is exactly the kind of knowledge-sharing that makes professional communities valuable!