Missingsome detailpgs frombrokeragestmts10+ statereturns forone clientcodeMarriedfilingseparately1031ExchangeDepreciationreport withstepped-upassetsHad torepost PYAJEs toroll R/ENewdependent2020Clienttraded inanautomobileStandarddeductionlast year butnowitemizingHad to helpa client openShareFiledocsClient usedan NOL in2020 over$100,000ClientreachedRMD agein 2020KiddietaxNewpartners orshareholdersClientfiles anFBARCalled theIRS to movea payment tocorrect taxyearHad tocontactJulius fortech supportPreparedanamendedreturnNon-cashcharitablecontributionsOn hold withIRS for morethan 1 hourClient had astudent loanintereststatementClient took aphoto of taxdocs withtheir phoneMarkeda returnfinalForgot tounmuteyourself ina callMissingsome detailpgs frombrokeragestmts10+ statereturns forone clientcodeMarriedfilingseparately1031ExchangeDepreciationreport withstepped-upassetsHad torepost PYAJEs toroll R/ENewdependent2020Clienttraded inanautomobileStandarddeductionlast year butnowitemizingHad to helpa client openShareFiledocsClient usedan NOL in2020 over$100,000ClientreachedRMD agein 2020KiddietaxNewpartners orshareholdersClientfiles anFBARCalled theIRS to movea payment tocorrect taxyearHad tocontactJulius fortech supportPreparedanamendedreturnNon-cashcharitablecontributionsOn hold withIRS for morethan 1 hourClient had astudent loanintereststatementClient took aphoto of taxdocs withtheir phoneMarkeda returnfinalForgot tounmuteyourself ina call

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