ReceivedCTC (childtax credit)monthlyover10k+LTCG4DependentsWashsalesChangesbanks directdeposit info1098-EChangesoccupationYou tell thejoke at theStand UpMeetingDependentmoved offreturn1+statesPPP Loanforgivenin 20211098-TClient madelargepurchase(boat,vehicle, etc)RefinancedHouseClient madeall 4estimatedtaxpaymentsK-1 inWPS$10k + incharitablecontributionsHSAcontributions/distributionsQualifiedCharitableDistributionClient tries totake ananimal as anexpenseW-2,Dividends,Interest + CapGain gain/loss income3+BrokerageStatementsSchC5+W-2sOver 30Diagnosticsto beclearedSchEOnlytaxableincome is1 W-2ScheduleA utilizedClientOver 90YearsOldDependentadded toreturnHas adependentover 18Includedtax formsforchildrenClientwrites"???" foran answerAddressChangeNameChangeClientcontributes tothe PresidentialElectionCampaign FundPurchasednewhouse1099-G(Unelpoyment)Child/DependentCare ExpensesSch Cdoumentationis all handwritten not onorganizerReceivedCTC (childtax credit)monthlyover10k+LTCG4DependentsWashsalesChangesbanks directdeposit info1098-EChangesoccupationYou tell thejoke at theStand UpMeetingDependentmoved offreturn1+statesPPP Loanforgivenin 20211098-TClient madelargepurchase(boat,vehicle, etc)RefinancedHouseClient madeall 4estimatedtaxpaymentsK-1 inWPS$10k + incharitablecontributionsHSAcontributions/distributionsQualifiedCharitableDistributionClient tries totake ananimal as anexpenseW-2,Dividends,Interest + CapGain gain/loss income3+BrokerageStatementsSchC5+W-2sOver 30Diagnosticsto beclearedSchEOnlytaxableincome is1 W-2ScheduleA utilizedClientOver 90YearsOldDependentadded toreturnHas adependentover 18Includedtax formsforchildrenClientwrites"???" foran answerAddressChangeNameChangeClientcontributes tothe PresidentialElectionCampaign FundPurchasednewhouse1099-G(Unelpoyment)Child/DependentCare ExpensesSch Cdoumentationis all handwritten not onorganizer

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