10+ statereturns forone clientcode1031ExchangeNewdependent2020Missingsome detailpgs frombrokeragestmtsHad torepost PYAJEs toroll R/EForgot tounmuteyourself ina callMarriedfilingseparatelyKiddietaxHad tocontactJulius fortech supportNon-cashcharitablecontributionsClientreachedRMD agein 2020Client usedan NOL in2020 over$100,000Called theIRS to movea payment tocorrect taxyearClientfiles anFBARClient had astudent loanintereststatementOn hold withIRS for morethan 1 hourClienttraded inanautomobileStandarddeductionlast year butnowitemizingDepreciationreport withstepped-upassetsClient took aphoto of taxdocs withtheir phoneMarkeda returnfinalPreparedanamendedreturnHad to helpa client openShareFiledocsNewpartners orshareholders10+ statereturns forone clientcode1031ExchangeNewdependent2020Missingsome detailpgs frombrokeragestmtsHad torepost PYAJEs toroll R/EForgot tounmuteyourself ina callMarriedfilingseparatelyKiddietaxHad tocontactJulius fortech supportNon-cashcharitablecontributionsClientreachedRMD agein 2020Client usedan NOL in2020 over$100,000Called theIRS to movea payment tocorrect taxyearClientfiles anFBARClient had astudent loanintereststatementOn hold withIRS for morethan 1 hourClienttraded inanautomobileStandarddeductionlast year butnowitemizingDepreciationreport withstepped-upassetsClient took aphoto of taxdocs withtheir phoneMarkeda returnfinalPreparedanamendedreturnHad to helpa client openShareFiledocsNewpartners orshareholders

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.


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