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