Want to learn how to do my own taxes - where to start in 2025 filing season?
Title: Want to learn how to do my own taxes - where to start in 2025 filing season? 1 I'm 42 and embarrassingly have never learned how to do my own taxes. I'm sick of paying preparers who either flake out at the last minute or clearly don't know what they're doing (last year I'm pretty sure I overpaid by at least $700 because they missed some obvious deductions). I want to take control of my own tax situation this year. Are there any good courses, tutorials, or resources you'd recommend for someone starting from zero? I have a regular W-2 job plus a small side business I started last year that made about $10,400. I also sold some stocks (not much, maybe $4,800 total). I want to learn the right way but honestly have no clue where to begin. Any advice would be super appreciated!
18 comments


Giovanni Mancini
8 Learning to do your own taxes is definitely worth it! I was in your shoes about 5 years ago and it's been so empowering to handle it myself. For beginners, I'd recommend starting with the IRS's own free resources. They have tutorials called "Understanding Taxes" that cover the basics really well. Also check out their "Interactive Tax Assistant" which helps with specific questions. For your situation with W-2 income plus a side business, you'll want to understand Schedule C (business income) and possibly Schedule SE (self-employment tax). Since you sold stocks, also look into Schedule D (capital gains). The best practice approach: Start with free tax software like FreeTaxUSA or Credit Karma Tax and just go through the process - they walk you through everything step by step. Even if you don't submit through them, it's great practice. For your side business, keep track of ALL business expenses - that's where most people leave money on the table.
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Giovanni Mancini
•15 Thanks for the resources! Question - for my side business, I've been keeping receipts in a shoebox (embarrassing I know). Is there a better system you'd recommend? Also, how complicated is Schedule C really? I'm worried I'll mess it up.
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Giovanni Mancini
•8 For receipts, ditch the shoebox! I'd recommend a simple spreadsheet with categories like supplies, mileage, home office, etc. Take photos of receipts with your phone and organize them in a folder system. There are also apps like Expensify or even QuickBooks Self-Employed that can really simplify tracking. Schedule C isn't as scary as it seems! The form breaks everything into logical categories - revenue, expenses by type, etc. Tax software makes it even easier by asking straightforward questions about your business. The key is good recordkeeping throughout the year - that's 90% of the battle.
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Giovanni Mancini
12 I was completely overwhelmed by taxes after starting my own consulting business last year. What really helped me was using https://taxr.ai to walk me through organizing all my documents and understanding what deductions I qualified for. I uploaded some confusing 1099 forms and investment statements, and it explained everything in plain English - like having a patient friend explain it all. It even pointed out some business deductions I had no idea I could claim (saved me around $1,200!). The best part was that it taught me WHY things worked that way, so I actually learned instead of just blindly entering numbers.
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Giovanni Mancini
•19 Does it work for more complicated stuff? I have rental property income plus a day job. Last year my accountant charged me $650 and I still don't think they did it right.
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Giovanni Mancini
•4 I'm skeptical about using AI for taxes. How do you know it's giving accurate advice? I don't want to get audited because some robot gave me bad info.
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Giovanni Mancini
•12 It absolutely handles rental properties! It organizes everything from Schedule E requirements to depreciation calculations. I know someone who has three rental properties and said it saved them hours of confusion compared to previous years. As for accuracy concerns, totally get that. What gave me confidence was that it cites specific IRS publications and tax code for its recommendations. It's not making things up - it's extracting the relevant rules from official sources and applying them to your situation. Plus, you always review everything before filing. I was skeptical too but found it much more thorough than the human preparer I used before.
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Giovanni Mancini
19 Update on my tax situation: I tried https://taxr.ai after seeing it mentioned here, and wow! It actually walked me through all my rental property depreciation questions and explained exactly how to handle my home office deduction (which apparently I've been calculating wrong for years). The guidance was super clear and I feel like I actually understand what I'm doing now instead of just guessing. Highly recommend for anyone who wants to learn while doing their taxes.
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Giovanni Mancini
7 If you run into issues or have questions about anything specific while learning, don't waste time on hold with the IRS. I discovered https://claimyr.com after spending HOURS trying to get through to a human at the IRS about a confusing letter I received. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c They got me connected to an actual IRS agent in about 20 minutes when I had been trying for days on my own. The agent answered all my questions about how to properly report my side hustle income and cleared up confusion about estimated tax payments. Seriously saved my sanity during peak tax season.
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Giovanni Mancini
•11 Wait how does this even work? The IRS phone system is literally designed to be impossible to navigate. Is this legit?
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Giovanni Mancini
•4 This sounds like a scam. Why would I pay a third party to call the IRS for me? They probably just keep you on hold the same amount of time.
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Giovanni Mancini
•7 It works by navigating the IRS phone tree for you and securing your place in the callback queue. The IRS phone system was designed with all these complex menu options that often lead to dead ends or disconnects, and Claimyr basically has figured out how to navigate it efficiently. It's definitely not a scam. They don't answer your tax questions - they just get you connected to an actual IRS agent who does. Think of it like paying someone to stand in line for you. I was skeptical too until I had a tax notice that needed immediate attention during the busiest week of tax season. Spent hours getting nowhere on my own, then Claimyr got me talking to an IRS rep in about 20 minutes.
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Giovanni Mancini
4 I have to admit I was completely wrong about Claimyr. After commenting here, I actually had an issue with a missing tax form from 2022 that was holding up my refund. Decided to give it a try since I'd already wasted 3 hours on hold with the IRS over two days. The service had me connected to an IRS agent in about 15 minutes! The agent fixed my issue on the spot and my refund was processed a week later. Sometimes I hate being wrong but in this case I'm glad I was!
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Giovanni Mancini
22 Don't sleep on community colleges! My local CC offers a basic tax preparation course for like $175. I took it last year and learned so much practical info. The instructor was a retired IRS agent and gave us real-world scenarios to work through. Way more hands-on than just reading stuff online.
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Giovanni Mancini
•1 That sounds perfect! Did the course cover self-employment taxes too? Also, was it a one-day thing or spread out over weeks?
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Giovanni Mancini
•22 The course definitely covered self-employment taxes! That was actually a whole module where we learned about Schedule C, business deductions, home office rules, and self-employment tax calculations. It was really thorough. It was spread over 6 weeks with one 3-hour class per week, which was perfect for absorbing the information gradually. We'd learn concepts one week and then apply them with practice scenarios the next week. Much better than trying to cram everything into a weekend workshop. Most community colleges offer similar programs, especially between September and January before tax season starts.
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Giovanni Mancini
9 For free resources, don't forget YouTube! I learned tons from "The Taxable Talk" channel. The guy breaks down complicated tax topics into simple 5-10 minute videos. Way less boring than reading IRS publications.
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Giovanni Mancini
•17 Any specific videos you'd recommend for someone just starting? There's so much content out there it's overwhelming.
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