Over 30Diagnosticsto becleared1098-EWashsales1098-TYou tell thejoke at theStand UpMeetingSchEReceivedCTC (childtax credit)monthlyDependentmoved offreturnHSAcontributions/distributionsPurchasednewhouseClient tries totake ananimal as anexpense1+statesSchCHas adependentover 18Onlytaxableincome is1 W-21099-G(Unelpoyment)Clientwrites"???" foran answerAddressChangeSch Cdoumentationis all handwritten not onorganizerRefinancedHouseClientcontributes tothe PresidentialElectionCampaign FundClient madelargepurchase(boat,vehicle, etc)5+W-2s4DependentsQualifiedCharitableDistributionChangesbanks directdeposit infoW-2,Dividends,Interest + CapGain gain/loss incomeChild/DependentCare ExpensesClient madeall 4estimatedtaxpayments$10k + incharitablecontributionsNameChange3+BrokerageStatementsScheduleA utilizedDependentadded toreturnClientOver 90YearsOldover10k+LTCGIncludedtax formsforchildrenK-1 inWPSPPP Loanforgivenin 2021ChangesoccupationOver 30Diagnosticsto becleared1098-EWashsales1098-TYou tell thejoke at theStand UpMeetingSchEReceivedCTC (childtax credit)monthlyDependentmoved offreturnHSAcontributions/distributionsPurchasednewhouseClient tries totake ananimal as anexpense1+statesSchCHas adependentover 18Onlytaxableincome is1 W-21099-G(Unelpoyment)Clientwrites"???" foran answerAddressChangeSch Cdoumentationis all handwritten not onorganizerRefinancedHouseClientcontributes tothe PresidentialElectionCampaign FundClient madelargepurchase(boat,vehicle, etc)5+W-2s4DependentsQualifiedCharitableDistributionChangesbanks directdeposit infoW-2,Dividends,Interest + CapGain gain/loss incomeChild/DependentCare ExpensesClient madeall 4estimatedtaxpayments$10k + incharitablecontributionsNameChange3+BrokerageStatementsScheduleA utilizedDependentadded toreturnClientOver 90YearsOldover10k+LTCGIncludedtax formsforchildrenK-1 inWPSPPP Loanforgivenin 2021Changesoccupation

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