EstateSurrenderSpecial5498ReportingPortabilityGridsSECUREActSECDirectRolloverSEPIRADecember31stRMD1099-NEC721099-INTSelfCertificationRothConversionTaxFilingDeadline403(b)ReinstatementTransferRothIRA1099-RTraditionalIRA1042-SSimpleIRACustodialIRACustoAnnuitizationPensionPlan10-YearDeferralJanuary31stVoluntaryW-8BEN1099-MISCBeneficiaryEmployerContributionDistributionCodesDistFairMarketValueCARESActEscheatmentNon-PeriodicPaymentsNon-ResidentAlienPersonalContributionResidentAlienW-4P401(k)Income5498TaxYearCostBasisLumpSumMandatoryFederalWithholding5-YearDeferralPeriodicPaymentsTaxPlanProhibited1035ExchangeCorrectionCorreApril15thApriIndirectRolloverTaxInformationJointOwnersBeneficialIRATaxAdviceStateWithholdingOctober15th591/2StretchInheritedIRANon-QualifiedIRSEstateSurrenderSpecial5498ReportingPortabilityGridsSECUREActSECDirectRolloverSEPIRADecember31stRMD1099-NEC721099-INTSelfCertificationRothConversionTaxFilingDeadline403(b)ReinstatementTransferRothIRA1099-RTraditionalIRA1042-SSimpleIRACustodialIRACustoAnnuitizationPensionPlan10-YearDeferralJanuary31stVoluntaryW-8BEN1099-MISCBeneficiaryEmployerContributionDistributionCodesDistFairMarketValueCARESActEscheatmentNon-PeriodicPaymentsNon-ResidentAlienPersonalContributionResidentAlienW-4P401(k)Income5498TaxYearCostBasisLumpSumMandatoryFederalWithholding5-YearDeferralPeriodicPaymentsTaxPlanProhibited1035ExchangeCorrectionCorreApril15thApriIndirectRolloverTaxInformationJointOwnersBeneficialIRATaxAdviceStateWithholdingOctober15th591/2StretchInheritedIRANon-QualifiedIRS

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