3+BrokerageStatementsReceivedCTC (childtax credit)monthlyClient madelargepurchase(boat,vehicle, etc)AddressChangeScheduleA utilizedClient madeall 4estimatedtaxpaymentsOnlytaxableincome is1 W-2NameChangeClientcontributes tothe PresidentialElectionCampaign FundK-1 inWPSW-2,Dividends,Interest + CapGain gain/loss incomeDependentadded toreturnover10k+LTCG1+statesHSAcontributions/distributionsYou tell thejoke at theStand UpMeetingClient tries totake ananimal as anexpense$10k + incharitablecontributionsClientwrites"???" foran answerClientOver 90YearsOld1098-EChangesoccupation1099-G(Unelpoyment)Over 30Diagnosticsto beclearedPPP Loanforgivenin 2021Dependentmoved offreturnQualifiedCharitableDistributionChild/DependentCare ExpensesHas adependentover 185+W-2sChangesbanks directdeposit infoSchE4DependentsWashsalesIncludedtax formsforchildrenPurchasednewhouseSchCSch Cdoumentationis all handwritten not onorganizer1098-TRefinancedHouse3+BrokerageStatementsReceivedCTC (childtax credit)monthlyClient madelargepurchase(boat,vehicle, etc)AddressChangeScheduleA utilizedClient madeall 4estimatedtaxpaymentsOnlytaxableincome is1 W-2NameChangeClientcontributes tothe PresidentialElectionCampaign FundK-1 inWPSW-2,Dividends,Interest + CapGain gain/loss incomeDependentadded toreturnover10k+LTCG1+statesHSAcontributions/distributionsYou tell thejoke at theStand UpMeetingClient tries totake ananimal as anexpense$10k + incharitablecontributionsClientwrites"???" foran answerClientOver 90YearsOld1098-EChangesoccupation1099-G(Unelpoyment)Over 30Diagnosticsto beclearedPPP Loanforgivenin 2021Dependentmoved offreturnQualifiedCharitableDistributionChild/DependentCare ExpensesHas adependentover 185+W-2sChangesbanks directdeposit infoSchE4DependentsWashsalesIncludedtax formsforchildrenPurchasednewhouseSchCSch Cdoumentationis all handwritten not onorganizer1098-TRefinancedHouse

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