PensionPlan1042-STaxFilingDeadlineSurrenderTraditionalIRA1099-INT10-YearDeferralJanuary31stEmployerContributionProhibited401(k)FederalWithholdingRothConversionBeneficialIRATaxAdviceSimpleIRAIncomeInheritedIRA5-YearDeferralTransfer1099-RCustodialIRACustoPortabilityGridsFairMarketValueDistributionCodesDistOctober15thRothIRALumpSumBeneficiaryDecember31stNon-QualifiedDirectRolloverStretch72April15thApri403(b)RMDAnnuitizationNon-ResidentAlienReinstatementIndirectRollover1035ExchangeStateWithholdingCostBasisVoluntarySpecial5498ReportingSelfCertification1099-NECIRSSEPIRAEscheatmentPersonalContributionTaxInformationNon-PeriodicPaymentsCARESActSECUREActSEC5498PeriodicPayments591/2JointOwnersW-8BENW-4PEstateResidentAlienTaxPlanCorrectionCorreTaxYear1099-MISCMandatoryPensionPlan1042-STaxFilingDeadlineSurrenderTraditionalIRA1099-INT10-YearDeferralJanuary31stEmployerContributionProhibited401(k)FederalWithholdingRothConversionBeneficialIRATaxAdviceSimpleIRAIncomeInheritedIRA5-YearDeferralTransfer1099-RCustodialIRACustoPortabilityGridsFairMarketValueDistributionCodesDistOctober15thRothIRALumpSumBeneficiaryDecember31stNon-QualifiedDirectRolloverStretch72April15thApri403(b)RMDAnnuitizationNon-ResidentAlienReinstatementIndirectRollover1035ExchangeStateWithholdingCostBasisVoluntarySpecial5498ReportingSelfCertification1099-NECIRSSEPIRAEscheatmentPersonalContributionTaxInformationNon-PeriodicPaymentsCARESActSECUREActSEC5498PeriodicPayments591/2JointOwnersW-8BENW-4PEstateResidentAlienTaxPlanCorrectionCorreTaxYear1099-MISCMandatory

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