4DependentsQualifiedCharitableDistribution1098-EChild/DependentCare ExpensesWashsales5+W-2sDependentadded toreturnClient tries totake ananimal as anexpenseRefinancedHouse1098-TClient madeall 4estimatedtaxpaymentsAddressChange1099-G(Unelpoyment)$10k + incharitablecontributionsIncludedtax formsforchildrenK-1 inWPSHas adependentover 181+statesSch Cdoumentationis all handwritten not onorganizerSchEDependentmoved offreturn3+BrokerageStatementsNameChangePPP Loanforgivenin 2021PurchasednewhouseSchCScheduleA utilizedYou tell thejoke at theStand UpMeetingChangesoccupationW-2,Dividends,Interest + CapGain gain/loss incomeChangesbanks directdeposit infoOnlytaxableincome is1 W-2over10k+LTCGClientcontributes tothe PresidentialElectionCampaign FundClient madelargepurchase(boat,vehicle, etc)ReceivedCTC (childtax credit)monthlyOver 30Diagnosticsto beclearedClientOver 90YearsOldClientwrites"???" foran answerHSAcontributions/distributions4DependentsQualifiedCharitableDistribution1098-EChild/DependentCare ExpensesWashsales5+W-2sDependentadded toreturnClient tries totake ananimal as anexpenseRefinancedHouse1098-TClient madeall 4estimatedtaxpaymentsAddressChange1099-G(Unelpoyment)$10k + incharitablecontributionsIncludedtax formsforchildrenK-1 inWPSHas adependentover 181+statesSch Cdoumentationis all handwritten not onorganizerSchEDependentmoved offreturn3+BrokerageStatementsNameChangePPP Loanforgivenin 2021PurchasednewhouseSchCScheduleA utilizedYou tell thejoke at theStand UpMeetingChangesoccupationW-2,Dividends,Interest + CapGain gain/loss incomeChangesbanks directdeposit infoOnlytaxableincome is1 W-2over10k+LTCGClientcontributes tothe PresidentialElectionCampaign FundClient madelargepurchase(boat,vehicle, etc)ReceivedCTC (childtax credit)monthlyOver 30Diagnosticsto beclearedClientOver 90YearsOldClientwrites"???" foran answerHSAcontributions/distributions

Tax Season (Intern) - 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. 4 Dependents
  2. Qualified Charitable Distribution
  3. 1098-E
  4. Child/Dependent Care Expenses
  5. Wash sales
  6. 5+ W-2s
  7. Dependent added to return
  8. Client tries to take an animal as an expense
  9. Refinanced House
  10. 1098-T
  11. Client made all 4 estimated tax payments
  12. Address Change
  13. 1099-G (Unelpoyment)
  14. $10k + in charitable contributions
  15. Included tax forms for children
  16. K-1 in WPS
  17. Has a dependent over 18
  18. 1+ states
  19. Sch C doumentation is all hand written not on organizer
  20. Sch E
  21. Dependent moved off return
  22. 3+ Brokerage Statements
  23. Name Change
  24. PPP Loan forgiven in 2021
  25. Purchased new house
  26. Sch C
  27. Schedule A utilized
  28. You tell the joke at the Stand Up Meeting
  29. Changes occupation
  30. W-2, Dividends, Interest + Cap Gain gain /loss income
  31. Changes banks direct deposit info
  32. Only taxable income is 1 W-2
  33. over 10k+ LTCG
  34. Client contributes to the Presidential Election Campaign Fund
  35. Client made large purchase (boat, vehicle, etc)
  36. Received CTC (child tax credit) monthly
  37. Over 30 Diagnostics to be cleared
  38. Client Over 90 Years Old
  39. Client writes "???" for an answer
  40. HSA contributions/ distributions