1095-A;must repaysomepremium taxcreditMFJ return;spouses' firstnames beginwith sameletter1040 with3 or moreK-1sCity/Countytax returnW2 withministerhousingallowance inbox 141099-MISCthat uses anyof the boxesbetween 5 -141040 HeadofHouseholdfiling statusScheduleA over$40k1099-SSAwith taxwithholdingClient actuallyreportsbusiness andtotal mileage;no roundnumbers1040 w/gamblingwinnings1040 withover 4dependentsSch E w/5 or morerentalpropertiesClient thatfiles returnswith 3 ormore states1040 forclient over90 yearsoldBrokeragestatementover 40pagesAmendreturn clientscrewed upusingTurboTaxClientdonates morethan $1000 toanimalcharitiesCharitabledonations tomore than 15organizationsClient reportsmedicalmarijana foritemizeddeduction inorganizerMFJ return;Spouseshave 10+years agedifferenceForeigntax creditover $100Sale ofprincipalresidence withunexcludedcapital gainsNon-cashdonationsover$2000AZ 140 with4 differentcategoriesfor AZ taxcreditsQBIdeductionover $20kMarriedcoupleusing MFSstatus1099-Div w/over $250 of199adividendsHSAdistributionsnot all spentonhealthcare1095-A;must repaysomepremium taxcreditMFJ return;spouses' firstnames beginwith sameletter1040 with3 or moreK-1sCity/Countytax returnW2 withministerhousingallowance inbox 141099-MISCthat uses anyof the boxesbetween 5 -141040 HeadofHouseholdfiling statusScheduleA over$40k1099-SSAwith taxwithholdingClient actuallyreportsbusiness andtotal mileage;no roundnumbers1040 w/gamblingwinnings1040 withover 4dependentsSch E w/5 or morerentalpropertiesClient thatfiles returnswith 3 ormore states1040 forclient over90 yearsoldBrokeragestatementover 40pagesAmendreturn clientscrewed upusingTurboTaxClientdonates morethan $1000 toanimalcharitiesCharitabledonations tomore than 15organizationsClient reportsmedicalmarijana foritemizeddeduction inorganizerMFJ return;Spouseshave 10+years agedifferenceForeigntax creditover $100Sale ofprincipalresidence withunexcludedcapital gainsNon-cashdonationsover$2000AZ 140 with4 differentcategoriesfor AZ taxcreditsQBIdeductionover $20kMarriedcoupleusing MFSstatus1099-Div w/over $250 of199adividendsHSAdistributionsnot all spentonhealthcare

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