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