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