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