Spoke to someoneaboutrecharacterizationsDrank atleast 2 litersof water in adayGave a clientFidelity'smailingaddressEntered anewServiceRequestFinished atax-trainingmoduleAdvocatedfor a client orhad a clientadvocate forthemselvesDidsomethingmeditativeTriedsomethingnew (food,activity, etc)Waited onhold forless than2 minutesTalked tosomeoneon a HelpDesk teamSaid, "That'san excellentquestion for ataxprofessional."Sent aFidelityShout-Out toa colleagueor friendWaited onhold formore than10 minutesDealt witha NIGOrequestTook sometime to resetafter a toughinteractionDid notmake thekicker forTax SeasonIncentive*Complimenteda colleagueUsed yourbreak/OPAtimePlayeda gametodayGavesomeone (orsomething) ahugUsedLanguageLineservicesWorkedOT duringyour lunchWent outfor lunch(or orderedin)DiscussedRothconversionsUsedmainframeHelped clientfill out onlineor paperformConsultedwith a teamoutside yourroleHad a careerconversationwith a peerWentfor awalkDe-escalateda toughsituationReceived acomplimentfrom acolleagueLeft avoicemailmessageStill eligiblethe kicker forTax SeasonIncentive*Clarified aquestion clearly,i.e. restatedsomething withoutusing industrylanguageSpoke to someoneaboutrecharacterizationsDrank atleast 2 litersof water in adayGave a clientFidelity'smailingaddressEntered anewServiceRequestFinished atax-trainingmoduleAdvocatedfor a client orhad a clientadvocate forthemselvesDidsomethingmeditativeTriedsomethingnew (food,activity, etc)Waited onhold forless than2 minutesTalked tosomeoneon a HelpDesk teamSaid, "That'san excellentquestion for ataxprofessional."Sent aFidelityShout-Out toa colleagueor friendWaited onhold formore than10 minutesDealt witha NIGOrequestTook sometime to resetafter a toughinteractionDid notmake thekicker forTax SeasonIncentive*Complimenteda colleagueUsed yourbreak/OPAtimePlayeda gametodayGavesomeone (orsomething) ahugUsedLanguageLineservicesWorkedOT duringyour lunchWent outfor lunch(or orderedin)DiscussedRothconversionsUsedmainframeHelped clientfill out onlineor paperformConsultedwith a teamoutside yourroleHad a careerconversationwith a peerWentfor awalkDe-escalateda toughsituationReceived acomplimentfrom acolleagueLeft avoicemailmessageStill eligiblethe kicker forTax SeasonIncentive*Clarified aquestion clearly,i.e. restatedsomething withoutusing industrylanguage

Enable Presents: Tax Season Bingo - 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. Spoke to someone about recharacterizations
  2. Drank at least 2 liters of water in a day
  3. Gave a client Fidelity's mailing address
  4. Entered a new Service Request
  5. Finished a tax-training module
  6. Advocated for a client or had a client advocate for themselves
  7. Did something meditative
  8. Tried something new (food, activity, etc)
  9. Waited on hold for less than 2 minutes
  10. Talked to someone on a Help Desk team
  11. Said, "That's an excellent question for a tax professional."
  12. Sent a Fidelity Shout-Out to a colleague or friend
  13. Waited on hold for more than 10 minutes
  14. Dealt with a NIGO request
  15. Took some time to reset after a tough interaction
  16. Did not make the kicker for Tax Season Incentive*
  17. Complimented a colleague
  18. Used your break/OPA time
  19. Played a game today
  20. Gave someone (or something) a hug
  21. Used Language Line services
  22. Worked OT during your lunch
  23. Went out for lunch (or ordered in)
  24. Discussed Roth conversions
  25. Used mainframe
  26. Helped client fill out online or paper form
  27. Consulted with a team outside your role
  28. Had a career conversation with a peer
  29. Went for a walk
  30. De-escalated a tough situation
  31. Received a compliment from a colleague
  32. Left a voicemail message
  33. Still eligible the kicker for Tax Season Incentive*
  34. Clarified a question clearly, i.e. restated something without using industry language