Phone Statuses
This is the status that you should be in to log out for the day.
What is offline?
For 2025, this is the new basic standard deduction for single filers, an increase from $14,600 in 2024.
What is $15,750?
These experts are located in the Burr Ridge location.
Who is Tiara and David?
This term describes a prospective customer who has not yet started their tax preparation or created an Intuit account.
What is a customer lead?
You use this schedule if you choose to deduct specific expenses like mortgage interest and medical costs instead of taking the Standard Deduction.
What is Schedule A?
You use this status to work on a Full Service Tax Return.
Under the "One Big Beautiful Bill Act" (OBBBA), taxpayers aged 65 and older can claim this new "bonus" deduction in 2025.
What is $6,000?
These experts are located in Olympia Fields.
Who is Calvin and Rodney?
If a customer lead wants to work with their pro from last year, the Expert should request a reassignment through this department.
What is Next Level Help?
If you sold stocks, bonds, or your primary home, you’ll likely need this schedule to report capital gains and losses.
What is Schedule D?
You should start your day in this status to read emails, daily updates, and slack messages.
What is research?
Even if they don't itemize, single filers can now deduct up to this much in cash charitable donations starting in TY25.
What is $1,000? (Note: $2,000 for married couples).
These experts are located in Geneva.
Who is Michael and Akia?
The two engagement types an Expert can receive to handle a lead are Customer Lead and this.
What is Expert Intro?
Use this schedule to report supplemental income from rental real estate, royalties, partnerships, or S corporations.
What is Schedule E?
Leads use this status to assist experts using NLH.
What is agent assist?
Employees under 50 can contribute up to this much to their 401(k) or 403(b) plans in 2025.
What is $23,500?
These experts are located in Merriville.
Who is Christy and Kimberly?
One of the primary objectives for an Expert is to guide the lead toward the right product and help them do this.
What is get started on tax prep?
This schedule is the catch-all for "Additional Income" like gambling winnings or jury duty pay, as well as "Adjustments to Income."
What is Schedule 1?
What is customer follow up CFU?
This alternative tax system, originally meant for the ultra-wealthy, has an increased exemption of $137,000 for married couples in 2025.
What is the Alternative Minimum Tax (AMT)?
The experts are located in Warrenville.
Who is Jada and Krishna?
This button should be used to provide a lead with a way to log in and start their selected product—unless they already have a Full Service engagement.
What is Generate link?
If you need to fix a mistake on a return you already filed, you must use this "Amended" version of the 1040.
What is Form 1040-X?