Sch Cdoumentationis all handwritten not onorganizerIncludedtax formsforchildrenYou tell thejoke at theStand UpMeetingScheduleA utilizedReceivedCTC (childtax credit)monthly1098-TQualifiedCharitableDistributionOnlytaxableincome is1 W-2HSAcontributions/distributionsClientcontributes tothe PresidentialElectionCampaign Fund$10k + incharitablecontributionsChangesoccupation1099-G(Unelpoyment)Changesbanks directdeposit infoK-1 inWPSRefinancedHousePurchasednewhouseW-2,Dividends,Interest + CapGain gain/loss incomeClient tries totake ananimal as anexpenseDependentadded toreturn1098-E4DependentsClientOver 90YearsOldSchEover10k+LTCGWashsalesClientwrites"???" foran answerClient madeall 4estimatedtaxpaymentsClient madelargepurchase(boat,vehicle, etc)Child/DependentCare Expenses5+W-2sDependentmoved offreturnOver 30Diagnosticsto becleared3+BrokerageStatementsNameChangePPP Loanforgivenin 20211+statesHas adependentover 18AddressChangeSchCSch Cdoumentationis all handwritten not onorganizerIncludedtax formsforchildrenYou tell thejoke at theStand UpMeetingScheduleA utilizedReceivedCTC (childtax credit)monthly1098-TQualifiedCharitableDistributionOnlytaxableincome is1 W-2HSAcontributions/distributionsClientcontributes tothe PresidentialElectionCampaign Fund$10k + incharitablecontributionsChangesoccupation1099-G(Unelpoyment)Changesbanks directdeposit infoK-1 inWPSRefinancedHousePurchasednewhouseW-2,Dividends,Interest + CapGain gain/loss incomeClient tries totake ananimal as anexpenseDependentadded toreturn1098-E4DependentsClientOver 90YearsOldSchEover10k+LTCGWashsalesClientwrites"???" foran answerClient madeall 4estimatedtaxpaymentsClient madelargepurchase(boat,vehicle, etc)Child/DependentCare Expenses5+W-2sDependentmoved offreturnOver 30Diagnosticsto becleared3+BrokerageStatementsNameChangePPP Loanforgivenin 20211+statesHas adependentover 18AddressChangeSchC

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