Non-cashcharitablecontributionsOn hold withIRS for morethan 1 hourKiddietaxDepreciationreport withstepped-upassetsMissingsome detailpgs frombrokeragestmtsClient took aphoto of taxdocs withtheir phoneForgot tounmuteyourself ina callPreparedanamendedreturnClientreachedRMD agein 2020Client usedan NOL in2020 over$100,000Newdependent2020Client had astudent loanintereststatement1031Exchange10+ statereturns forone clientcodeStandarddeductionlast year butnowitemizingHad tocontactJulius fortech supportCalled theIRS to movea payment tocorrect taxyearHad torepost PYAJEs toroll R/ENewpartners orshareholdersClienttraded inanautomobileClientfiles anFBARHad to helpa client openShareFiledocsMarriedfilingseparatelyMarkeda returnfinalNon-cashcharitablecontributionsOn hold withIRS for morethan 1 hourKiddietaxDepreciationreport withstepped-upassetsMissingsome detailpgs frombrokeragestmtsClient took aphoto of taxdocs withtheir phoneForgot tounmuteyourself ina callPreparedanamendedreturnClientreachedRMD agein 2020Client usedan NOL in2020 over$100,000Newdependent2020Client had astudent loanintereststatement1031Exchange10+ statereturns forone clientcodeStandarddeductionlast year butnowitemizingHad tocontactJulius fortech supportCalled theIRS to movea payment tocorrect taxyearHad torepost PYAJEs toroll R/ENewpartners orshareholdersClienttraded inanautomobileClientfiles anFBARHad to helpa client openShareFiledocsMarriedfilingseparatelyMarkeda returnfinal

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