Dependentadded toreturn1+states3+BrokerageStatementsClient madeall 4estimatedtaxpaymentsWashsales1098-THas adependentover 18Onlytaxableincome is1 W-2QualifiedCharitableDistributionClient tries totake ananimal as anexpenseOver 30Diagnosticsto beclearedClient madelargepurchase(boat,vehicle, etc)5+W-2sReceivedCTC (childtax credit)monthly1098-EClientOver 90YearsOldClientcontributes tothe PresidentialElectionCampaign FundScheduleA utilizedRefinancedHouseSchCYou tell thejoke at theStand UpMeetingHSAcontributions/distributionsClientwrites"???" foran answerSchE4DependentsSch Cdoumentationis all handwritten not onorganizerChild/DependentCare ExpensesPPP Loanforgivenin 2021$10k + incharitablecontributionsover10k+LTCGDependentmoved offreturn1099-G(Unelpoyment)W-2,Dividends,Interest + CapGain gain/loss incomeChangesoccupationAddressChangeChangesbanks directdeposit infoNameChangeIncludedtax formsforchildrenPurchasednewhouseK-1 inWPSDependentadded toreturn1+states3+BrokerageStatementsClient madeall 4estimatedtaxpaymentsWashsales1098-THas adependentover 18Onlytaxableincome is1 W-2QualifiedCharitableDistributionClient tries totake ananimal as anexpenseOver 30Diagnosticsto beclearedClient madelargepurchase(boat,vehicle, etc)5+W-2sReceivedCTC (childtax credit)monthly1098-EClientOver 90YearsOldClientcontributes tothe PresidentialElectionCampaign FundScheduleA utilizedRefinancedHouseSchCYou tell thejoke at theStand UpMeetingHSAcontributions/distributionsClientwrites"???" foran answerSchE4DependentsSch Cdoumentationis all handwritten not onorganizerChild/DependentCare ExpensesPPP Loanforgivenin 2021$10k + incharitablecontributionsover10k+LTCGDependentmoved offreturn1099-G(Unelpoyment)W-2,Dividends,Interest + CapGain gain/loss incomeChangesoccupationAddressChangeChangesbanks directdeposit infoNameChangeIncludedtax formsforchildrenPurchasednewhouseK-1 inWPS

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