Dependentmoved offreturnPPP Loanforgivenin 2021Client madeall 4estimatedtaxpaymentsOver 30Diagnosticsto becleared1098-TIncludedtax formsforchildren1099-G(Unelpoyment)Onlytaxableincome is1 W-2Dependentadded toreturn4DependentsClient tries totake ananimal as anexpenseReceivedCTC (childtax credit)monthlyAddressChange1098-ESch Cdoumentationis all handwritten not onorganizerScheduleA utilizedChangesoccupation1+statesChild/DependentCare ExpensesWashsalesK-1 inWPSClientOver 90YearsOldNameChangePurchasednewhouseQualifiedCharitableDistribution3+BrokerageStatementsClientwrites"???" foran answer$10k + incharitablecontributionsHas adependentover 18W-2,Dividends,Interest + CapGain gain/loss incomeYou tell thejoke at theStand UpMeetingHSAcontributions/distributionsClientcontributes tothe PresidentialElectionCampaign Fundover10k+LTCG5+W-2sRefinancedHouseChangesbanks directdeposit infoSchCSchEClient madelargepurchase(boat,vehicle, etc)Dependentmoved offreturnPPP Loanforgivenin 2021Client madeall 4estimatedtaxpaymentsOver 30Diagnosticsto becleared1098-TIncludedtax formsforchildren1099-G(Unelpoyment)Onlytaxableincome is1 W-2Dependentadded toreturn4DependentsClient tries totake ananimal as anexpenseReceivedCTC (childtax credit)monthlyAddressChange1098-ESch Cdoumentationis all handwritten not onorganizerScheduleA utilizedChangesoccupation1+statesChild/DependentCare ExpensesWashsalesK-1 inWPSClientOver 90YearsOldNameChangePurchasednewhouseQualifiedCharitableDistribution3+BrokerageStatementsClientwrites"???" foran answer$10k + incharitablecontributionsHas adependentover 18W-2,Dividends,Interest + CapGain gain/loss incomeYou tell thejoke at theStand UpMeetingHSAcontributions/distributionsClientcontributes tothe PresidentialElectionCampaign Fundover10k+LTCG5+W-2sRefinancedHouseChangesbanks directdeposit infoSchCSchEClient madelargepurchase(boat,vehicle, etc)

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