ClientreachedRMD agein 2020Clienttraded inanautomobileOn hold withIRS for morethan 1 hourNon-cashcharitablecontributionsHad to helpa client openShareFiledocsForgot tounmuteyourself ina callHad torepost PYAJEs toroll R/EMissingsome detailpgs frombrokeragestmts10+ statereturns forone clientcodeHad tocontactJulius fortech supportMarkeda returnfinalNewpartners orshareholdersClientfiles anFBARNewdependent20201031ExchangeClient took aphoto of taxdocs withtheir phoneKiddietaxStandarddeductionlast year butnowitemizingClient had astudent loanintereststatementDepreciationreport withstepped-upassetsCalled theIRS to movea payment tocorrect taxyearClient usedan NOL in2020 over$100,000MarriedfilingseparatelyPreparedanamendedreturnClientreachedRMD agein 2020Clienttraded inanautomobileOn hold withIRS for morethan 1 hourNon-cashcharitablecontributionsHad to helpa client openShareFiledocsForgot tounmuteyourself ina callHad torepost PYAJEs toroll R/EMissingsome detailpgs frombrokeragestmts10+ statereturns forone clientcodeHad tocontactJulius fortech supportMarkeda returnfinalNewpartners orshareholdersClientfiles anFBARNewdependent20201031ExchangeClient took aphoto of taxdocs withtheir phoneKiddietaxStandarddeductionlast year butnowitemizingClient had astudent loanintereststatementDepreciationreport withstepped-upassetsCalled theIRS to movea payment tocorrect taxyearClient usedan NOL in2020 over$100,000MarriedfilingseparatelyPreparedanamendedreturn

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