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