1099-G(Unelpoyment)K-1 inWPSChangesoccupationClientcontributes tothe PresidentialElectionCampaign FundWashsales$10k + incharitablecontributions3+BrokerageStatements4DependentsScheduleA utilizedOnlytaxableincome is1 W-2Over 30Diagnosticsto becleared1+statesChild/DependentCare ExpensesQualifiedCharitableDistributionIncludedtax formsforchildrenPPP Loanforgivenin 2021Dependentmoved offreturnClient madelargepurchase(boat,vehicle, etc)You tell thejoke at theStand UpMeetingover10k+LTCG5+W-2sHSAcontributions/distributionsClientOver 90YearsOldPurchasednewhouseDependentadded toreturn1098-TSchCSchEClient madeall 4estimatedtaxpaymentsClient tries totake ananimal as anexpenseNameChangeRefinancedHouseW-2,Dividends,Interest + CapGain gain/loss incomeChangesbanks directdeposit infoHas adependentover 18Sch Cdoumentationis all handwritten not onorganizerAddressChangeReceivedCTC (childtax credit)monthlyClientwrites"???" foran answer1098-E1099-G(Unelpoyment)K-1 inWPSChangesoccupationClientcontributes tothe PresidentialElectionCampaign FundWashsales$10k + incharitablecontributions3+BrokerageStatements4DependentsScheduleA utilizedOnlytaxableincome is1 W-2Over 30Diagnosticsto becleared1+statesChild/DependentCare ExpensesQualifiedCharitableDistributionIncludedtax formsforchildrenPPP Loanforgivenin 2021Dependentmoved offreturnClient madelargepurchase(boat,vehicle, etc)You tell thejoke at theStand UpMeetingover10k+LTCG5+W-2sHSAcontributions/distributionsClientOver 90YearsOldPurchasednewhouseDependentadded toreturn1098-TSchCSchEClient madeall 4estimatedtaxpaymentsClient tries totake ananimal as anexpenseNameChangeRefinancedHouseW-2,Dividends,Interest + CapGain gain/loss incomeChangesbanks directdeposit infoHas adependentover 18Sch Cdoumentationis all handwritten not onorganizerAddressChangeReceivedCTC (childtax credit)monthlyClientwrites"???" foran answer1098-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. 1099-G (Unelpoyment)
  2. K-1 in WPS
  3. Changes occupation
  4. Client contributes to the Presidential Election Campaign Fund
  5. Wash sales
  6. $10k + in charitable contributions
  7. 3+ Brokerage Statements
  8. 4 Dependents
  9. Schedule A utilized
  10. Only taxable income is 1 W-2
  11. Over 30 Diagnostics to be cleared
  12. 1+ states
  13. Child/Dependent Care Expenses
  14. Qualified Charitable Distribution
  15. Included tax forms for children
  16. PPP Loan forgiven in 2021
  17. Dependent moved off return
  18. Client made large purchase (boat, vehicle, etc)
  19. You tell the joke at the Stand Up Meeting
  20. over 10k+ LTCG
  21. 5+ W-2s
  22. HSA contributions/ distributions
  23. Client Over 90 Years Old
  24. Purchased new house
  25. Dependent added to return
  26. 1098-T
  27. Sch C
  28. Sch E
  29. Client made all 4 estimated tax payments
  30. Client tries to take an animal as an expense
  31. Name Change
  32. Refinanced House
  33. W-2, Dividends, Interest + Cap Gain gain /loss income
  34. Changes banks direct deposit info
  35. Has a dependent over 18
  36. Sch C doumentation is all hand written not on organizer
  37. Address Change
  38. Received CTC (child tax credit) monthly
  39. Client writes "???" for an answer
  40. 1098-E