Markeda returnfinalClient usedan NOL in2020 over$100,000Had torepost PYAJEs toroll R/EPreparedanamendedreturnOn hold withIRS for morethan 1 hourClient took aphoto of taxdocs withtheir phoneStandarddeductionlast year butnowitemizing1031ExchangeForgot tounmuteyourself ina callDepreciationreport withstepped-upassetsNewpartners orshareholdersKiddietaxNewdependent2020Client had astudent loanintereststatementClientreachedRMD agein 2020MarriedfilingseparatelyMissingsome detailpgs frombrokeragestmts10+ statereturns forone clientcodeClientfiles anFBARHad tocontactJulius fortech supportHad to helpa client openShareFiledocsCalled theIRS to movea payment tocorrect taxyearNon-cashcharitablecontributionsClienttraded inanautomobileMarkeda returnfinalClient usedan NOL in2020 over$100,000Had torepost PYAJEs toroll R/EPreparedanamendedreturnOn hold withIRS for morethan 1 hourClient took aphoto of taxdocs withtheir phoneStandarddeductionlast year butnowitemizing1031ExchangeForgot tounmuteyourself ina callDepreciationreport withstepped-upassetsNewpartners orshareholdersKiddietaxNewdependent2020Client had astudent loanintereststatementClientreachedRMD agein 2020MarriedfilingseparatelyMissingsome detailpgs frombrokeragestmts10+ statereturns forone clientcodeClientfiles anFBARHad tocontactJulius fortech supportHad to helpa client openShareFiledocsCalled theIRS to movea payment tocorrect taxyearNon-cashcharitablecontributionsClienttraded inanautomobile

Tax Department - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Marked a return final
  2. Client used an NOL in 2020 over $100,000
  3. Had to repost PY AJEs to roll R/E
  4. Prepared an amended return
  5. On hold with IRS for more than 1 hour
  6. Client took a photo of tax docs with their phone
  7. Standard deduction last year but now itemizing
  8. 1031 Exchange
  9. Forgot to unmute yourself in a call
  10. Depreciation report with stepped-up assets
  11. New partners or shareholders
  12. Kiddie tax
  13. New dependent 2020
  14. Client had a student loan interest statement
  15. Client reached RMD age in 2020
  16. Married filing separately
  17. Missing some detail pgs from brokerage stmts
  18. 10+ state returns for one client code
  19. Client files an FBAR
  20. Had to contact Julius for tech support
  21. Had to help a client open ShareFile docs
  22. Called the IRS to move a payment to correct tax year
  23. Non-cash charitable contributions
  24. Client traded in an automobile