Tax Department

Tax Department Bingo Card
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This bingo card has a free space and 24 words: New dependent 2020, Had to contact Julius for tech support, Marked a return final, Client traded in an automobile, Called the IRS to move a payment to correct tax year, Non-cash charitable contributions, Client took a photo of tax docs with their phone, Client used an NOL in 2020 over $100,000, Married filing separately, Had to help a client open ShareFile docs, Client had a student loan interest statement, Client files an FBAR, Forgot to unmute yourself in a call, Client reached RMD age in 2020, Had to repost PY AJEs to roll R/E, 1031 Exchange, On hold with IRS for more than 1 hour, 10+ state returns for one client code, Prepared an amended return, Depreciation report with stepped-up assets, Standard deduction last year but now itemizing, Missing some detail pgs from brokerage stmts, Kiddie tax and New partners or shareholders.

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