EmployerContributionCorrectionCorreSurrenderTaxYearJointOwnersPersonalContribution401(k)TransferNon-QualifiedDecember31stSEPIRA1042-SPensionPlanTaxAdviceReinstatementStretchCostBasisJanuary31st1099-RFairMarketValueTraditionalIRARMDW-4P1099-NECDirectRolloverNon-ResidentAlienTaxInformationSpecial5498ReportingEscheatmentOctober15thIndirectRolloverDistributionCodesDistEstate591/2TaxFilingDeadlineVoluntary10-YearDeferralInheritedIRAW-8BENPortabilityGridsMandatoryCARESActPeriodicPayments1099-MISC403(b)RothIRAProhibited1035ExchangeFederalWithholdingIncome54981099-INTNon-PeriodicPaymentsRothConversion5-YearDeferralTaxPlanSECUREActSECSelfCertificationBeneficiaryIRSSimpleIRABeneficialIRAStateWithholdingApril15thApriResidentAlienAnnuitizationLumpSumCustodialIRACusto72EmployerContributionCorrectionCorreSurrenderTaxYearJointOwnersPersonalContribution401(k)TransferNon-QualifiedDecember31stSEPIRA1042-SPensionPlanTaxAdviceReinstatementStretchCostBasisJanuary31st1099-RFairMarketValueTraditionalIRARMDW-4P1099-NECDirectRolloverNon-ResidentAlienTaxInformationSpecial5498ReportingEscheatmentOctober15thIndirectRolloverDistributionCodesDistEstate591/2TaxFilingDeadlineVoluntary10-YearDeferralInheritedIRAW-8BENPortabilityGridsMandatoryCARESActPeriodicPayments1099-MISC403(b)RothIRAProhibited1035ExchangeFederalWithholdingIncome54981099-INTNon-PeriodicPaymentsRothConversion5-YearDeferralTaxPlanSECUREActSECSelfCertificationBeneficiaryIRSSimpleIRABeneficialIRAStateWithholdingApril15thApriResidentAlienAnnuitizationLumpSumCustodialIRACusto72

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