1099-SSAwith taxwithholding1040 forclient over90 yearsoldCharitabledonations tomore than 15organizationsQBIdeductionover $20kSch E w/5 or morerentalpropertiesNon-cashdonationsover$2000MFJ return;Spouseshave 10+years agedifferenceClient reportsmedicalmarijana foritemizeddeduction inorganizerSale ofprincipalresidence withunexcludedcapital gainsHSAdistributionsnot all spentonhealthcareAZ 140 with4 differentcategoriesfor AZ taxcredits1099-Div w/over $250 of199adividendsMarriedcoupleusing MFSstatus1095-A;must repaysomepremium taxcredit1040 w/gamblingwinningsBrokeragestatementover 40pagesForeigntax creditover $1001040 withover 4dependentsClientdonates morethan $1000 toanimalcharities1040 HeadofHouseholdfiling statusClient actuallyreportsbusiness andtotal mileage;no roundnumbersAmendreturn clientscrewed upusingTurboTax1099-MISCthat uses anyof the boxesbetween 5 -14City/Countytax returnW2 withministerhousingallowance inbox 14Client thatfiles returnswith 3 ormore statesScheduleA over$40kMFJ return;spouses' firstnames beginwith sameletter1040 with3 or moreK-1s1099-SSAwith taxwithholding1040 forclient over90 yearsoldCharitabledonations tomore than 15organizationsQBIdeductionover $20kSch E w/5 or morerentalpropertiesNon-cashdonationsover$2000MFJ return;Spouseshave 10+years agedifferenceClient reportsmedicalmarijana foritemizeddeduction inorganizerSale ofprincipalresidence withunexcludedcapital gainsHSAdistributionsnot all spentonhealthcareAZ 140 with4 differentcategoriesfor AZ taxcredits1099-Div w/over $250 of199adividendsMarriedcoupleusing MFSstatus1095-A;must repaysomepremium taxcredit1040 w/gamblingwinningsBrokeragestatementover 40pagesForeigntax creditover $1001040 withover 4dependentsClientdonates morethan $1000 toanimalcharities1040 HeadofHouseholdfiling statusClient actuallyreportsbusiness andtotal mileage;no roundnumbersAmendreturn clientscrewed upusingTurboTax1099-MISCthat uses anyof the boxesbetween 5 -14City/Countytax returnW2 withministerhousingallowance inbox 14Client thatfiles returnswith 3 ormore statesScheduleA over$40kMFJ return;spouses' firstnames beginwith sameletter1040 with3 or moreK-1s

INCOME TAX PREP 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. 1099-SSA with tax withholding
  2. 1040 for client over 90 years old
  3. Charitable donations to more than 15 organizations
  4. QBI deduction over $20k
  5. Sch E w/ 5 or more rental properties
  6. Non-cash donations over $2000
  7. MFJ return; Spouses have 10+ years age difference
  8. Client reports medical marijana for itemized deduction in organizer
  9. Sale of principal residence with unexcluded capital gains
  10. HSA distributions not all spent on healthcare
  11. AZ 140 with 4 different categories for AZ tax credits
  12. 1099-Div w/ over $250 of 199a dividends
  13. Married couple using MFS status
  14. 1095-A; must repay some premium tax credit
  15. 1040 w/ gambling winnings
  16. Brokerage statement over 40 pages
  17. Foreign tax credit over $100
  18. 1040 with over 4 dependents
  19. Client donates more than $1000 to animal charities
  20. 1040 Head of Household filing status
  21. Client actually reports business and total mileage; no round numbers
  22. Amend return client screwed up using TurboTax
  23. 1099-MISC that uses any of the boxes between 5 - 14
  24. City/County tax return
  25. W2 with minister housing allowance in box 14
  26. Client that files returns with 3 or more states
  27. Schedule A over $40k
  28. MFJ return; spouses' first names begin with same letter
  29. 1040 with 3 or more K-1s