1099-Div w/over $250 of199adividendsMarriedcoupleusing MFSstatus1040 withover 4dependentsAmendreturn clientscrewed upusingTurboTaxSale ofprincipalresidence withunexcludedcapital gains1040 w/gamblingwinningsClient reportsmedicalmarijana foritemizeddeduction inorganizerW2 withministerhousingallowance inbox 14Non-cashdonationsover$2000QBIdeductionover $20kClient thatfiles returnswith 3 ormore states1099-MISCthat uses anyof the boxesbetween 5 -141040 with3 or moreK-1s1095-A;must repaysomepremium taxcreditCharitabledonations tomore than 15organizations1040 HeadofHouseholdfiling statusMFJ return;spouses' firstnames beginwith sameletterClientdonates morethan $1000 toanimalcharities1099-SSAwith taxwithholding1040 forclient over90 yearsoldSch E w/5 or morerentalpropertiesCity/Countytax returnScheduleA over$40kMFJ return;Spouseshave 10+years agedifferenceBrokeragestatementover 40pagesHSAdistributionsnot all spentonhealthcareForeigntax creditover $100AZ 140 with4 differentcategoriesfor AZ taxcreditsClient actuallyreportsbusiness andtotal mileage;no roundnumbers1099-Div w/over $250 of199adividendsMarriedcoupleusing MFSstatus1040 withover 4dependentsAmendreturn clientscrewed upusingTurboTaxSale ofprincipalresidence withunexcludedcapital gains1040 w/gamblingwinningsClient reportsmedicalmarijana foritemizeddeduction inorganizerW2 withministerhousingallowance inbox 14Non-cashdonationsover$2000QBIdeductionover $20kClient thatfiles returnswith 3 ormore states1099-MISCthat uses anyof the boxesbetween 5 -141040 with3 or moreK-1s1095-A;must repaysomepremium taxcreditCharitabledonations tomore than 15organizations1040 HeadofHouseholdfiling statusMFJ return;spouses' firstnames beginwith sameletterClientdonates morethan $1000 toanimalcharities1099-SSAwith taxwithholding1040 forclient over90 yearsoldSch E w/5 or morerentalpropertiesCity/Countytax returnScheduleA over$40kMFJ return;Spouseshave 10+years agedifferenceBrokeragestatementover 40pagesHSAdistributionsnot all spentonhealthcareForeigntax creditover $100AZ 140 with4 differentcategoriesfor AZ taxcreditsClient actuallyreportsbusiness andtotal mileage;no roundnumbers

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