W-2,Dividends,Interest + CapGain gain/loss incomeChangesbanks directdeposit infoChangesoccupationover10k+LTCGSch Cdoumentationis all handwritten not onorganizerClient madelargepurchase(boat,vehicle, etc)PurchasednewhouseClient madeall 4estimatedtaxpaymentsHSAcontributions/distributionsIncludedtax formsforchildrenWashsalesOnlytaxableincome is1 W-2PPP Loanforgivenin 20211099-G(Unelpoyment)QualifiedCharitableDistributionClientwrites"???" foran answerReceivedCTC (childtax credit)monthlyYou tell thejoke at theStand UpMeetingOver 30Diagnosticsto beclearedK-1 inWPSSchCScheduleA utilized5+W-2s$10k + incharitablecontributionsRefinancedHouseDependentmoved offreturnClientOver 90YearsOldChild/DependentCare ExpensesAddressChangeDependentadded toreturn1098-THas adependentover 18SchE1+statesClientcontributes tothe PresidentialElectionCampaign FundNameChange4Dependents3+BrokerageStatementsClient tries totake ananimal as anexpense1098-EW-2,Dividends,Interest + CapGain gain/loss incomeChangesbanks directdeposit infoChangesoccupationover10k+LTCGSch Cdoumentationis all handwritten not onorganizerClient madelargepurchase(boat,vehicle, etc)PurchasednewhouseClient madeall 4estimatedtaxpaymentsHSAcontributions/distributionsIncludedtax formsforchildrenWashsalesOnlytaxableincome is1 W-2PPP Loanforgivenin 20211099-G(Unelpoyment)QualifiedCharitableDistributionClientwrites"???" foran answerReceivedCTC (childtax credit)monthlyYou tell thejoke at theStand UpMeetingOver 30Diagnosticsto beclearedK-1 inWPSSchCScheduleA utilized5+W-2s$10k + incharitablecontributionsRefinancedHouseDependentmoved offreturnClientOver 90YearsOldChild/DependentCare ExpensesAddressChangeDependentadded toreturn1098-THas adependentover 18SchE1+statesClientcontributes tothe PresidentialElectionCampaign FundNameChange4Dependents3+BrokerageStatementsClient tries totake ananimal as anexpense1098-E

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