AZ 140 with4 differentcategoriesfor AZ taxcredits1099-Div w/over $250 of199adividendsMFJ return;Spouseshave 10+years agedifference1040 with3 or moreK-1sMarriedcoupleusing MFSstatus1040 HeadofHouseholdfiling statusMFJ return;spouses' firstnames beginwith sameletter1040 withover 4dependentsClient actuallyreportsbusiness andtotal mileage;no roundnumbersClient thatfiles returnswith 3 ormore statesClientdonates morethan $1000 toanimalcharitiesSch E w/5 or morerentalpropertiesW2 withministerhousingallowance inbox 14QBIdeductionover $20k1095-A;must repaysomepremium taxcreditClient reportsmedicalmarijana foritemizeddeduction inorganizer1099-MISCthat uses anyof the boxesbetween 5 -14Sale ofprincipalresidence withunexcludedcapital gainsBrokeragestatementover 40pages1040 forclient over90 yearsoldCharitabledonations tomore than 15organizationsScheduleA over$40kAmendreturn clientscrewed upusingTurboTaxForeigntax creditover $1001099-SSAwith taxwithholdingCity/Countytax returnHSAdistributionsnot all spentonhealthcare1040 w/gamblingwinningsNon-cashdonationsover$2000AZ 140 with4 differentcategoriesfor AZ taxcredits1099-Div w/over $250 of199adividendsMFJ return;Spouseshave 10+years agedifference1040 with3 or moreK-1sMarriedcoupleusing MFSstatus1040 HeadofHouseholdfiling statusMFJ return;spouses' firstnames beginwith sameletter1040 withover 4dependentsClient actuallyreportsbusiness andtotal mileage;no roundnumbersClient thatfiles returnswith 3 ormore statesClientdonates morethan $1000 toanimalcharitiesSch E w/5 or morerentalpropertiesW2 withministerhousingallowance inbox 14QBIdeductionover $20k1095-A;must repaysomepremium taxcreditClient reportsmedicalmarijana foritemizeddeduction inorganizer1099-MISCthat uses anyof the boxesbetween 5 -14Sale ofprincipalresidence withunexcludedcapital gainsBrokeragestatementover 40pages1040 forclient over90 yearsoldCharitabledonations tomore than 15organizationsScheduleA over$40kAmendreturn clientscrewed upusingTurboTaxForeigntax creditover $1001099-SSAwith taxwithholdingCity/Countytax returnHSAdistributionsnot all spentonhealthcare1040 w/gamblingwinningsNon-cashdonationsover$2000

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.


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