PortabilityGridsPeriodicPaymentsTaxFilingDeadlineRMDJanuary31st5-YearDeferralSurrenderJointOwnersPersonalContributionInheritedIRASEPIRAEstateRothIRATaxPlanAnnuitization1099-MISCMandatoryReinstatementStateWithholding401(k)SelfCertificationSECUREActSECIRSFairMarketValue1035ExchangeNon-Qualified591/2PensionPlanIndirectRolloverSimpleIRANon-PeriodicPaymentsCostBasisTaxYearRothConversionApril15thApriTransferCARESActCorrectionCorreCustodialIRACustoResidentAlienSpecial5498ReportingStretch72FederalWithholding1099-NEC1099-INTVoluntaryProhibitedIncome5498DistributionCodesDistTraditionalIRA1099-REmployerContributionNon-ResidentAlienW-4PBeneficiaryDecember31stTaxInformation10-YearDeferralEscheatmentW-8BENTaxAdvice1042-SDirectRollover403(b)October15thLumpSumBeneficialIRAPortabilityGridsPeriodicPaymentsTaxFilingDeadlineRMDJanuary31st5-YearDeferralSurrenderJointOwnersPersonalContributionInheritedIRASEPIRAEstateRothIRATaxPlanAnnuitization1099-MISCMandatoryReinstatementStateWithholding401(k)SelfCertificationSECUREActSECIRSFairMarketValue1035ExchangeNon-Qualified591/2PensionPlanIndirectRolloverSimpleIRANon-PeriodicPaymentsCostBasisTaxYearRothConversionApril15thApriTransferCARESActCorrectionCorreCustodialIRACustoResidentAlienSpecial5498ReportingStretch72FederalWithholding1099-NEC1099-INTVoluntaryProhibitedIncome5498DistributionCodesDistTraditionalIRA1099-REmployerContributionNon-ResidentAlienW-4PBeneficiaryDecember31stTaxInformation10-YearDeferralEscheatmentW-8BENTaxAdvice1042-SDirectRollover403(b)October15thLumpSumBeneficialIRA

Policyholder Tax Bingo - Call List

(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.


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  1. Portability Grids
  2. Periodic Payments
  3. Tax Filing Deadline
  4. RMD
  5. January 31st
  6. 5-Year Deferral
  7. Surrender
  8. Joint Owners
  9. Personal Contribution
  10. Inherited IRA
  11. SEP IRA
  12. Estate
  13. Roth IRA
  14. Tax Plan
  15. Annuitization
  16. 1099-MISC
  17. Mandatory
  18. Reinstatement
  19. State Withholding
  20. 401(k)
  21. Self Certification
  22. SEC
    SECURE Act
  23. IRS
  24. Fair Market Value
  25. 1035 Exchange
  26. Non-Qualified
  27. 59 1/2
  28. Pension Plan
  29. Indirect Rollover
  30. Simple IRA
  31. Non-Periodic Payments
  32. Cost Basis
  33. Tax Year
  34. Roth Conversion
  35. Apri
    April 15th
  36. Transfer
  37. CARES Act
  38. Corre
    Correction
  39. Custo
    Custodial IRA
  40. Resident Alien
  41. Special 5498 Reporting
  42. Stretch
  43. 72
  44. Federal Withholding
  45. 1099-NEC
  46. 1099-INT
  47. Voluntary
  48. Prohibited
  49. Income
  50. 5498
  51. Dist
    Distribution Codes
  52. Traditional IRA
  53. 1099-R
  54. Employer Contribution
  55. Non-Resident Alien
  56. W-4P
  57. Beneficiary
  58. December 31st
  59. Tax Information
  60. 10-Year Deferral
  61. Escheatment
  62. W-8BEN
  63. Tax Advice
  64. 1042-S
  65. Direct Rollover
  66. 403(b)
  67. October 15th
  68. Lump Sum
  69. Beneficial IRA