Client madeall 4estimatedtaxpayments1098-E1099-G(Unelpoyment)Has adependentover 184DependentsScheduleA utilized3+BrokerageStatementsK-1 inWPSOnlytaxableincome is1 W-2HSAcontributions/distributionsSchCYou tell thejoke at theStand UpMeetingRefinancedHouseClient madelargepurchase(boat,vehicle, etc)QualifiedCharitableDistributionClientwrites"???" foran answerReceivedCTC (childtax credit)monthlyChangesbanks directdeposit infoAddressChangeSchEOver 30Diagnosticsto beclearedClient tries totake ananimal as anexpenseWashsalesDependentadded toreturn5+W-2s$10k + incharitablecontributionsPurchasednewhouseClientcontributes tothe PresidentialElectionCampaign FundChangesoccupationover10k+LTCGW-2,Dividends,Interest + CapGain gain/loss income1098-TChild/DependentCare ExpensesNameChangeSch Cdoumentationis all handwritten not onorganizer1+statesPPP Loanforgivenin 2021ClientOver 90YearsOldDependentmoved offreturnIncludedtax formsforchildrenClient madeall 4estimatedtaxpayments1098-E1099-G(Unelpoyment)Has adependentover 184DependentsScheduleA utilized3+BrokerageStatementsK-1 inWPSOnlytaxableincome is1 W-2HSAcontributions/distributionsSchCYou tell thejoke at theStand UpMeetingRefinancedHouseClient madelargepurchase(boat,vehicle, etc)QualifiedCharitableDistributionClientwrites"???" foran answerReceivedCTC (childtax credit)monthlyChangesbanks directdeposit infoAddressChangeSchEOver 30Diagnosticsto beclearedClient tries totake ananimal as anexpenseWashsalesDependentadded toreturn5+W-2s$10k + incharitablecontributionsPurchasednewhouseClientcontributes tothe PresidentialElectionCampaign FundChangesoccupationover10k+LTCGW-2,Dividends,Interest + CapGain gain/loss income1098-TChild/DependentCare ExpensesNameChangeSch Cdoumentationis all handwritten not onorganizer1+statesPPP Loanforgivenin 2021ClientOver 90YearsOldDependentmoved offreturnIncludedtax formsforchildren

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