Preparedanamendedreturn10+ statereturns forone clientcodeMarkeda returnfinalNewdependent2020Non-cashcharitablecontributionsHad torepost PYAJEs toroll R/EOn hold withIRS for morethan 1 hourClientreachedRMD agein 2020MarriedfilingseparatelyClientfiles anFBARKiddietaxNewpartners orshareholdersMissingsome detailpgs frombrokeragestmtsClient had astudent loanintereststatementClienttraded inanautomobileCalled theIRS to movea payment tocorrect taxyearDepreciationreport withstepped-upassets1031ExchangeHad tocontactJulius fortech supportForgot tounmuteyourself ina callClient took aphoto of taxdocs withtheir phoneClient usedan NOL in2020 over$100,000Had to helpa client openShareFiledocsStandarddeductionlast year butnowitemizingPreparedanamendedreturn10+ statereturns forone clientcodeMarkeda returnfinalNewdependent2020Non-cashcharitablecontributionsHad torepost PYAJEs toroll R/EOn hold withIRS for morethan 1 hourClientreachedRMD agein 2020MarriedfilingseparatelyClientfiles anFBARKiddietaxNewpartners orshareholdersMissingsome detailpgs frombrokeragestmtsClient had astudent loanintereststatementClienttraded inanautomobileCalled theIRS to movea payment tocorrect taxyearDepreciationreport withstepped-upassets1031ExchangeHad tocontactJulius fortech supportForgot tounmuteyourself ina callClient took aphoto of taxdocs withtheir phoneClient usedan NOL in2020 over$100,000Had to helpa client openShareFiledocsStandarddeductionlast year butnowitemizing

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