Has adependentover 18ScheduleA utilizedChangesoccupationIncludedtax formsforchildrenPPP Loanforgivenin 2021QualifiedCharitableDistribution1099-G(Unelpoyment)Onlytaxableincome is1 W-2Clientcontributes tothe PresidentialElectionCampaign FundSchCRefinancedHouseNameChangeSch Cdoumentationis all handwritten not onorganizerHSAcontributions/distributions1+statesReceivedCTC (childtax credit)monthlyClient madelargepurchase(boat,vehicle, etc)1098-TW-2,Dividends,Interest + CapGain gain/loss incomeOver 30Diagnosticsto beclearedDependentadded toreturnClientwrites"???" foran answerClientOver 90YearsOldYou tell thejoke at theStand UpMeetingSchEAddressChange5+W-2sClient madeall 4estimatedtaxpaymentsWashsalesChangesbanks directdeposit info4DependentsK-1 inWPS$10k + incharitablecontributions3+BrokerageStatementsDependentmoved offreturnClient tries totake ananimal as anexpensePurchasednewhouseover10k+LTCGChild/DependentCare Expenses1098-EHas adependentover 18ScheduleA utilizedChangesoccupationIncludedtax formsforchildrenPPP Loanforgivenin 2021QualifiedCharitableDistribution1099-G(Unelpoyment)Onlytaxableincome is1 W-2Clientcontributes tothe PresidentialElectionCampaign FundSchCRefinancedHouseNameChangeSch Cdoumentationis all handwritten not onorganizerHSAcontributions/distributions1+statesReceivedCTC (childtax credit)monthlyClient madelargepurchase(boat,vehicle, etc)1098-TW-2,Dividends,Interest + CapGain gain/loss incomeOver 30Diagnosticsto beclearedDependentadded toreturnClientwrites"???" foran answerClientOver 90YearsOldYou tell thejoke at theStand UpMeetingSchEAddressChange5+W-2sClient madeall 4estimatedtaxpaymentsWashsalesChangesbanks directdeposit info4DependentsK-1 inWPS$10k + incharitablecontributions3+BrokerageStatementsDependentmoved offreturnClient tries totake ananimal as anexpensePurchasednewhouseover10k+LTCGChild/DependentCare Expenses1098-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. Has a dependent over 18
  2. Schedule A utilized
  3. Changes occupation
  4. Included tax forms for children
  5. PPP Loan forgiven in 2021
  6. Qualified Charitable Distribution
  7. 1099-G (Unelpoyment)
  8. Only taxable income is 1 W-2
  9. Client contributes to the Presidential Election Campaign Fund
  10. Sch C
  11. Refinanced House
  12. Name Change
  13. Sch C doumentation is all hand written not on organizer
  14. HSA contributions/ distributions
  15. 1+ states
  16. Received CTC (child tax credit) monthly
  17. Client made large purchase (boat, vehicle, etc)
  18. 1098-T
  19. W-2, Dividends, Interest + Cap Gain gain /loss income
  20. Over 30 Diagnostics to be cleared
  21. Dependent added to return
  22. Client writes "???" for an answer
  23. Client Over 90 Years Old
  24. You tell the joke at the Stand Up Meeting
  25. Sch E
  26. Address Change
  27. 5+ W-2s
  28. Client made all 4 estimated tax payments
  29. Wash sales
  30. Changes banks direct deposit info
  31. 4 Dependents
  32. K-1 in WPS
  33. $10k + in charitable contributions
  34. 3+ Brokerage Statements
  35. Dependent moved off return
  36. Client tries to take an animal as an expense
  37. Purchased new house
  38. over 10k+ LTCG
  39. Child/Dependent Care Expenses
  40. 1098-E