1099-RDistributionCodesDistReinstatementDecember31stFederalWithholdingStateWithholdingTransferCostBasisFairMarketValueIncome591/2CustodialIRACustoEmployerContributionRMDDirectRolloverBeneficiaryEscheatmentTaxAdvice72RothConversionProhibited401(k)BeneficialIRA1099-INTW-8BENTaxInformationTaxFilingDeadlineLumpSumOctober15thSECUREActSECCorrectionCorreJointOwnersInheritedIRASurrender5498SimpleIRASelfCertification1042-S10-YearDeferralTaxPlanW-4PPortabilityGridsApril15thApriVoluntaryPensionPlanPeriodicPayments1099-MISC403(b)PersonalContributionTaxYearRothIRACARESActResidentAlien1035ExchangeNon-PeriodicPaymentsIndirectRolloverSpecial5498ReportingMandatoryTraditionalIRANon-ResidentAlienJanuary31st5-YearDeferralSEPIRANon-QualifiedEstateIRS1099-NECAnnuitizationStretch1099-RDistributionCodesDistReinstatementDecember31stFederalWithholdingStateWithholdingTransferCostBasisFairMarketValueIncome591/2CustodialIRACustoEmployerContributionRMDDirectRolloverBeneficiaryEscheatmentTaxAdvice72RothConversionProhibited401(k)BeneficialIRA1099-INTW-8BENTaxInformationTaxFilingDeadlineLumpSumOctober15thSECUREActSECCorrectionCorreJointOwnersInheritedIRASurrender5498SimpleIRASelfCertification1042-S10-YearDeferralTaxPlanW-4PPortabilityGridsApril15thApriVoluntaryPensionPlanPeriodicPayments1099-MISC403(b)PersonalContributionTaxYearRothIRACARESActResidentAlien1035ExchangeNon-PeriodicPaymentsIndirectRolloverSpecial5498ReportingMandatoryTraditionalIRANon-ResidentAlienJanuary31st5-YearDeferralSEPIRANon-QualifiedEstateIRS1099-NECAnnuitizationStretch

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