1098-EClient tries totake ananimal as anexpenseK-1 inWPSHas adependentover 184DependentsSch Cdoumentationis all handwritten not onorganizerChild/DependentCare ExpensesYou tell thejoke at theStand UpMeetingSchCover10k+LTCGClient madeall 4estimatedtaxpaymentsDependentmoved offreturnHSAcontributions/distributionsAddressChangeOnlytaxableincome is1 W-2QualifiedCharitableDistribution1099-G(Unelpoyment)Over 30Diagnosticsto beclearedIncludedtax formsforchildrenPPP Loanforgivenin 20213+BrokerageStatements$10k + incharitablecontributionsChangesoccupationClient madelargepurchase(boat,vehicle, etc)RefinancedHouse1+statesWashsales5+W-2sClientOver 90YearsOld1098-TScheduleA utilizedDependentadded toreturnNameChangeClientwrites"???" foran answerChangesbanks directdeposit infoReceivedCTC (childtax credit)monthlyClientcontributes tothe PresidentialElectionCampaign FundW-2,Dividends,Interest + CapGain gain/loss incomeSchEPurchasednewhouse1098-EClient tries totake ananimal as anexpenseK-1 inWPSHas adependentover 184DependentsSch Cdoumentationis all handwritten not onorganizerChild/DependentCare ExpensesYou tell thejoke at theStand UpMeetingSchCover10k+LTCGClient madeall 4estimatedtaxpaymentsDependentmoved offreturnHSAcontributions/distributionsAddressChangeOnlytaxableincome is1 W-2QualifiedCharitableDistribution1099-G(Unelpoyment)Over 30Diagnosticsto beclearedIncludedtax formsforchildrenPPP Loanforgivenin 20213+BrokerageStatements$10k + incharitablecontributionsChangesoccupationClient madelargepurchase(boat,vehicle, etc)RefinancedHouse1+statesWashsales5+W-2sClientOver 90YearsOld1098-TScheduleA utilizedDependentadded toreturnNameChangeClientwrites"???" foran answerChangesbanks directdeposit infoReceivedCTC (childtax credit)monthlyClientcontributes tothe PresidentialElectionCampaign FundW-2,Dividends,Interest + CapGain gain/loss incomeSchEPurchasednewhouse

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