WI SB “How do I pay?” Staples IRS PIN Received without asking Social Security Estimated Tax Payments Coffee Stains Did not complete the Questionnaire Presidential Campaign Fund – Checked YES Tax Year 2023 Included Receipts 1098- T Roth Rollover Cash Contributions Amended Return Client Email Change 1099- K Dependent Info included with Parents Return Information Client Address Change Finalize via Pickup Edward Jones Statement Critical Diagnostics – EIN Non-cash Charitable Contributions W2 +$100K 1099- SSA W2G Didn’t sign EL Farm Income Paper Clips Unemployment Dividends Finalize via Tax Caddy IRS PIN Missing 1099- MISC Finalize via Portal Sch A Happy Client WI Sch AD Sch E Critical Diagnostics – Bank Information E-File Rejected: Estimates Need to Re- DV Charles Schwab Statement Finalize via Mail Did not complete the Organizer 1099- NEC Dependent Care Credit Corrected W2 Child Income Tax Credit “How do I sign?” Fidelity Statement Federal Amount Due Missing Information Prescription Drug Deductions State Amount Due FSA Computer Share Statement Post-It Notes Laughing Client W2 less than $10K No missing Information Foreign Income Sch F Paper Check Refund Merrill Lynch Statement Withdrawal Penalty 1095- C HSA 1099- R Morgan Stanley Statement “Where’s my refund?” Multi- State Return Angry Client “What’s the status of my return?” Property Taxes K-1 prepared by Sorge 1099- PATR E-File Rejected: PIN 2024 New Client State Refund 1099- DIV K-1 prepared by Other Critical Diagnostics – PIN Medicare Client Phone Number Change IRA Contributions Sch C E-File Accepted Federal Refund WI SB “How do I pay?” Staples IRS PIN Received without asking Social Security Estimated Tax Payments Coffee Stains Did not complete the Questionnaire Presidential Campaign Fund – Checked YES Tax Year 2023 Included Receipts 1098- T Roth Rollover Cash Contributions Amended Return Client Email Change 1099- K Dependent Info included with Parents Return Information Client Address Change Finalize via Pickup Edward Jones Statement Critical Diagnostics – EIN Non-cash Charitable Contributions W2 +$100K 1099- SSA W2G Didn’t sign EL Farm Income Paper Clips Unemployment Dividends Finalize via Tax Caddy IRS PIN Missing 1099- MISC Finalize via Portal Sch A Happy Client WI Sch AD Sch E Critical Diagnostics – Bank Information E-File Rejected: Estimates Need to Re- DV Charles Schwab Statement Finalize via Mail Did not complete the Organizer 1099- NEC Dependent Care Credit Corrected W2 Child Income Tax Credit “How do I sign?” Fidelity Statement Federal Amount Due Missing Information Prescription Drug Deductions State Amount Due FSA Computer Share Statement Post-It Notes Laughing Client W2 less than $10K No missing Information Foreign Income Sch F Paper Check Refund Merrill Lynch Statement Withdrawal Penalty 1095- C HSA 1099- R Morgan Stanley Statement “Where’s my refund?” Multi- State Return Angry Client “What’s the status of my return?” Property Taxes K-1 prepared by Sorge 1099- PATR E-File Rejected: PIN 2024 New Client State Refund 1099- DIV K-1 prepared by Other Critical Diagnostics – PIN Medicare Client Phone Number Change IRA Contributions Sch C E-File Accepted Federal Refund
(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.
WI SB
“How do I pay?”
Staples
IRS PIN Received without asking
Social Security
Estimated Tax Payments
Coffee Stains
Did not complete the Questionnaire
Presidential Campaign Fund – Checked YES
Tax Year 2023
Included Receipts
1098-T
Roth Rollover
Cash Contributions
Amended Return
Client Email Change
1099-K
Dependent Info included with Parents Return Information
Client Address Change
Finalize via Pickup
Edward Jones Statement
Critical Diagnostics – EIN
Non-cash Charitable Contributions
W2 +$100K
1099-SSA
W2G
Didn’t sign EL
Farm Income
Paper Clips
Unemployment
Dividends
Finalize via Tax Caddy
IRS PIN Missing
1099-MISC
Finalize via Portal
Sch A
Happy Client
WI Sch AD
Sch E
Critical Diagnostics – Bank Information
E-File Rejected: Estimates
Need to Re-DV
Charles Schwab Statement
Finalize via Mail
Did not complete the Organizer
1099-NEC
Dependent Care Credit
Corrected W2
Child Income Tax Credit
“How do I sign?”
Fidelity Statement
Federal Amount Due
Missing Information
Prescription Drug Deductions
State Amount Due
FSA
Computer Share Statement
Post-It Notes
Laughing Client
W2 less than $10K
No missing Information
Foreign Income
Sch F
Paper Check Refund
Merrill Lynch Statement
Withdrawal Penalty
1095-C
HSA
1099-R
Morgan Stanley Statement
“Where’s my refund?”
Multi-State Return
Angry Client
“What’s the status of my return?”
Property Taxes
K-1 prepared by Sorge
1099-PATR
E-File Rejected: PIN
2024 New Client
State Refund
1099-DIV
K-1 prepared by Other
Critical Diagnostics – PIN
Medicare
Client Phone Number Change
IRA Contributions
Sch C
E-File Accepted
Federal Refund