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