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