4DependentsClient madeall 4estimatedtaxpaymentsWashsales1099-G(Unelpoyment)PurchasednewhouseHas adependentover 18Dependentadded toreturnPPP Loanforgivenin 2021SchEClient madelargepurchase(boat,vehicle, etc)RefinancedHouse3+BrokerageStatementsReceivedCTC (childtax credit)monthlyYou tell thejoke at theStand UpMeetingAddressChange5+W-2sW-2,Dividends,Interest + CapGain gain/loss incomeK-1 inWPSOver 30Diagnosticsto becleared1+statesClientwrites"???" foran answerDependentmoved offreturnHSAcontributions/distributions1098-EScheduleA utilizedQualifiedCharitableDistributionChangesbanks directdeposit infoSch Cdoumentationis all handwritten not onorganizerClientcontributes tothe PresidentialElectionCampaign FundClientOver 90YearsOldNameChange$10k + incharitablecontributions1098-TOnlytaxableincome is1 W-2SchCIncludedtax formsforchildrenClient tries totake ananimal as anexpenseChangesoccupationChild/DependentCare Expensesover10k+LTCG4DependentsClient madeall 4estimatedtaxpaymentsWashsales1099-G(Unelpoyment)PurchasednewhouseHas adependentover 18Dependentadded toreturnPPP Loanforgivenin 2021SchEClient madelargepurchase(boat,vehicle, etc)RefinancedHouse3+BrokerageStatementsReceivedCTC (childtax credit)monthlyYou tell thejoke at theStand UpMeetingAddressChange5+W-2sW-2,Dividends,Interest + CapGain gain/loss incomeK-1 inWPSOver 30Diagnosticsto becleared1+statesClientwrites"???" foran answerDependentmoved offreturnHSAcontributions/distributions1098-EScheduleA utilizedQualifiedCharitableDistributionChangesbanks directdeposit infoSch Cdoumentationis all handwritten not onorganizerClientcontributes tothe PresidentialElectionCampaign FundClientOver 90YearsOldNameChange$10k + incharitablecontributions1098-TOnlytaxableincome is1 W-2SchCIncludedtax formsforchildrenClient tries totake ananimal as anexpenseChangesoccupationChild/DependentCare Expensesover10k+LTCG

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