PurchasednewhouseChangesbanks directdeposit infoChangesoccupationScheduleA utilized5+W-2sSchCover10k+LTCG1099-G(Unelpoyment)4DependentsDependentadded toreturnHas adependentover 18Dependentmoved offreturnPPP Loanforgivenin 2021QualifiedCharitableDistributionSch Cdoumentationis all handwritten not onorganizer3+BrokerageStatementsWashsalesRefinancedHouse1098-TClient madeall 4estimatedtaxpaymentsOnlytaxableincome is1 W-2W-2,Dividends,Interest + CapGain gain/loss incomeClientwrites"???" foran answerReceivedCTC (childtax credit)monthly1+statesK-1 inWPSChild/DependentCare ExpensesSchE1098-EClient madelargepurchase(boat,vehicle, etc)ClientOver 90YearsOldOver 30Diagnosticsto beclearedYou tell thejoke at theStand UpMeetingHSAcontributions/distributionsClient tries totake ananimal as anexpenseClientcontributes tothe PresidentialElectionCampaign FundAddressChangeNameChangeIncludedtax formsforchildren$10k + incharitablecontributionsPurchasednewhouseChangesbanks directdeposit infoChangesoccupationScheduleA utilized5+W-2sSchCover10k+LTCG1099-G(Unelpoyment)4DependentsDependentadded toreturnHas adependentover 18Dependentmoved offreturnPPP Loanforgivenin 2021QualifiedCharitableDistributionSch Cdoumentationis all handwritten not onorganizer3+BrokerageStatementsWashsalesRefinancedHouse1098-TClient madeall 4estimatedtaxpaymentsOnlytaxableincome is1 W-2W-2,Dividends,Interest + CapGain gain/loss incomeClientwrites"???" foran answerReceivedCTC (childtax credit)monthly1+statesK-1 inWPSChild/DependentCare ExpensesSchE1098-EClient madelargepurchase(boat,vehicle, etc)ClientOver 90YearsOldOver 30Diagnosticsto beclearedYou tell thejoke at theStand UpMeetingHSAcontributions/distributionsClient tries totake ananimal as anexpenseClientcontributes tothe PresidentialElectionCampaign FundAddressChangeNameChangeIncludedtax formsforchildren$10k + incharitablecontributions

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