WashsalesSchE1098-T5+W-2sChild/DependentCare ExpensesSchCReceivedCTC (childtax credit)monthlyNameChangeW-2,Dividends,Interest + CapGain gain/loss incomeClientcontributes tothe PresidentialElectionCampaign Fund3+BrokerageStatementsDependentadded toreturnYou tell thejoke at theStand UpMeetingAddressChangeK-1 inWPSScheduleA utilizedPurchasednewhouseChangesbanks directdeposit infoClient madelargepurchase(boat,vehicle, etc)Client tries totake ananimal as anexpenseRefinancedHouseOver 30Diagnosticsto becleared$10k + incharitablecontributionsover10k+LTCGSch Cdoumentationis all handwritten not onorganizerHSAcontributions/distributionsHas adependentover 181098-EClientwrites"???" foran answerIncludedtax formsforchildrenClientOver 90YearsOldPPP Loanforgivenin 2021QualifiedCharitableDistributionDependentmoved offreturnOnlytaxableincome is1 W-2Changesoccupation1+statesClient madeall 4estimatedtaxpayments1099-G(Unelpoyment)4DependentsWashsalesSchE1098-T5+W-2sChild/DependentCare ExpensesSchCReceivedCTC (childtax credit)monthlyNameChangeW-2,Dividends,Interest + CapGain gain/loss incomeClientcontributes tothe PresidentialElectionCampaign Fund3+BrokerageStatementsDependentadded toreturnYou tell thejoke at theStand UpMeetingAddressChangeK-1 inWPSScheduleA utilizedPurchasednewhouseChangesbanks directdeposit infoClient madelargepurchase(boat,vehicle, etc)Client tries totake ananimal as anexpenseRefinancedHouseOver 30Diagnosticsto becleared$10k + incharitablecontributionsover10k+LTCGSch Cdoumentationis all handwritten not onorganizerHSAcontributions/distributionsHas adependentover 181098-EClientwrites"???" foran answerIncludedtax formsforchildrenClientOver 90YearsOldPPP Loanforgivenin 2021QualifiedCharitableDistributionDependentmoved offreturnOnlytaxableincome is1 W-2Changesoccupation1+statesClient madeall 4estimatedtaxpayments1099-G(Unelpoyment)4Dependents

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