Changesbanks directdeposit infoW-2,Dividends,Interest + CapGain gain/loss incomeIncludedtax formsforchildrenK-1 inWPSScheduleA utilizedClient tries totake ananimal as anexpenseNameChangeRefinancedHouse4DependentsYou tell thejoke at theStand UpMeetingPurchasednewhouse$10k + incharitablecontributionsHSAcontributions/distributionsChangesoccupationSchEDependentmoved offreturn1+states1098-T1098-EPPP Loanforgivenin 2021WashsalesOver 30Diagnosticsto beclearedClientOver 90YearsOldover10k+LTCGReceivedCTC (childtax credit)monthlySch Cdoumentationis all handwritten not onorganizerDependentadded toreturn1099-G(Unelpoyment)Clientcontributes tothe PresidentialElectionCampaign Fund5+W-2sClient madelargepurchase(boat,vehicle, etc)SchC3+BrokerageStatementsClientwrites"???" foran answerOnlytaxableincome is1 W-2AddressChangeHas adependentover 18QualifiedCharitableDistributionClient madeall 4estimatedtaxpaymentsChild/DependentCare ExpensesChangesbanks directdeposit infoW-2,Dividends,Interest + CapGain gain/loss incomeIncludedtax formsforchildrenK-1 inWPSScheduleA utilizedClient tries totake ananimal as anexpenseNameChangeRefinancedHouse4DependentsYou tell thejoke at theStand UpMeetingPurchasednewhouse$10k + incharitablecontributionsHSAcontributions/distributionsChangesoccupationSchEDependentmoved offreturn1+states1098-T1098-EPPP Loanforgivenin 2021WashsalesOver 30Diagnosticsto beclearedClientOver 90YearsOldover10k+LTCGReceivedCTC (childtax credit)monthlySch Cdoumentationis all handwritten not onorganizerDependentadded toreturn1099-G(Unelpoyment)Clientcontributes tothe PresidentialElectionCampaign Fund5+W-2sClient madelargepurchase(boat,vehicle, etc)SchC3+BrokerageStatementsClientwrites"???" foran answerOnlytaxableincome is1 W-2AddressChangeHas adependentover 18QualifiedCharitableDistributionClient madeall 4estimatedtaxpaymentsChild/DependentCare Expenses

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