BeneficialIRAPeriodicPayments1099-NECCustodialIRACustoProhibitedResidentAlienReinstatementTaxYearLumpSum10-YearDeferralTransferApril15thApri5498TaxInformation401(k)1099-REstateInheritedIRAOctober15thCorrectionCorreNon-ResidentAlienJanuary31stFairMarketValueRothIRAJointOwners403(b)CostBasisSimpleIRAEmployerContributionMandatory1099-INTFederalWithholdingSEPIRARMDDistributionCodesDist591/25-YearDeferralDirectRolloverPersonalContributionTaxPlanSECUREActSECIRSStateWithholdingTaxFilingDeadlineSelfCertificationW-8BENRothConversionIndirectRolloverEscheatmentPensionPlan1042-STraditionalIRADecember31stSurrender1099-MISCAnnuitizationStretchTaxAdviceNon-PeriodicPayments1035ExchangePortabilityGridsVoluntaryW-4PIncomeSpecial5498ReportingCARESActNon-QualifiedBeneficiary72BeneficialIRAPeriodicPayments1099-NECCustodialIRACustoProhibitedResidentAlienReinstatementTaxYearLumpSum10-YearDeferralTransferApril15thApri5498TaxInformation401(k)1099-REstateInheritedIRAOctober15thCorrectionCorreNon-ResidentAlienJanuary31stFairMarketValueRothIRAJointOwners403(b)CostBasisSimpleIRAEmployerContributionMandatory1099-INTFederalWithholdingSEPIRARMDDistributionCodesDist591/25-YearDeferralDirectRolloverPersonalContributionTaxPlanSECUREActSECIRSStateWithholdingTaxFilingDeadlineSelfCertificationW-8BENRothConversionIndirectRolloverEscheatmentPensionPlan1042-STraditionalIRADecember31stSurrender1099-MISCAnnuitizationStretchTaxAdviceNon-PeriodicPayments1035ExchangePortabilityGridsVoluntaryW-4PIncomeSpecial5498ReportingCARESActNon-QualifiedBeneficiary72

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