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