Over 30Diagnosticsto beclearedDependentmoved offreturnHSAcontributions/distributionsReceivedCTC (childtax credit)monthlyNameChangeChild/DependentCare Expenses1098-T$10k + incharitablecontributionsQualifiedCharitableDistributionSchCChangesoccupation4DependentsClient tries totake ananimal as anexpenseClient madeall 4estimatedtaxpayments1098-EPPP Loanforgivenin 2021Sch Cdoumentationis all handwritten not onorganizer1099-G(Unelpoyment)Includedtax formsforchildren1+statesChangesbanks directdeposit infoRefinancedHousePurchasednewhouseDependentadded toreturnYou tell thejoke at theStand UpMeetingSchE3+BrokerageStatementsClientwrites"???" foran answerW-2,Dividends,Interest + CapGain gain/loss income5+W-2sHas adependentover 18K-1 inWPSScheduleA utilizedAddressChangeWashsalesClientcontributes tothe PresidentialElectionCampaign Fundover10k+LTCGClientOver 90YearsOldOnlytaxableincome is1 W-2Client madelargepurchase(boat,vehicle, etc)Over 30Diagnosticsto beclearedDependentmoved offreturnHSAcontributions/distributionsReceivedCTC (childtax credit)monthlyNameChangeChild/DependentCare Expenses1098-T$10k + incharitablecontributionsQualifiedCharitableDistributionSchCChangesoccupation4DependentsClient tries totake ananimal as anexpenseClient madeall 4estimatedtaxpayments1098-EPPP Loanforgivenin 2021Sch Cdoumentationis all handwritten not onorganizer1099-G(Unelpoyment)Includedtax formsforchildren1+statesChangesbanks directdeposit infoRefinancedHousePurchasednewhouseDependentadded toreturnYou tell thejoke at theStand UpMeetingSchE3+BrokerageStatementsClientwrites"???" foran answerW-2,Dividends,Interest + CapGain gain/loss income5+W-2sHas adependentover 18K-1 inWPSScheduleA utilizedAddressChangeWashsalesClientcontributes tothe PresidentialElectionCampaign Fundover10k+LTCGClientOver 90YearsOldOnlytaxableincome is1 W-2Client 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. Over 30 Diagnostics to be cleared
  2. Dependent moved off return
  3. HSA contributions/ distributions
  4. Received CTC (child tax credit) monthly
  5. Name Change
  6. Child/Dependent Care Expenses
  7. 1098-T
  8. $10k + in charitable contributions
  9. Qualified Charitable Distribution
  10. Sch C
  11. Changes occupation
  12. 4 Dependents
  13. Client tries to take an animal as an expense
  14. Client made all 4 estimated tax payments
  15. 1098-E
  16. PPP Loan forgiven in 2021
  17. Sch C doumentation is all hand written not on organizer
  18. 1099-G (Unelpoyment)
  19. Included tax forms for children
  20. 1+ states
  21. Changes banks direct deposit info
  22. Refinanced House
  23. Purchased new house
  24. Dependent added to return
  25. You tell the joke at the Stand Up Meeting
  26. Sch E
  27. 3+ Brokerage Statements
  28. Client writes "???" for an answer
  29. W-2, Dividends, Interest + Cap Gain gain /loss income
  30. 5+ W-2s
  31. Has a dependent over 18
  32. K-1 in WPS
  33. Schedule A utilized
  34. Address Change
  35. Wash sales
  36. Client contributes to the Presidential Election Campaign Fund
  37. over 10k+ LTCG
  38. Client Over 90 Years Old
  39. Only taxable income is 1 W-2
  40. Client made large purchase (boat, vehicle, etc)