CustodialIRACustoSEPIRAPeriodicPaymentsRothConversionPensionPlan5-YearDeferralResidentAlienIRSJointOwnersLumpSumSurrender5498DistributionCodesDistBeneficialIRADirectRolloverEmployerContributionTaxFilingDeadlineSelfCertificationFairMarketValueInheritedIRAApril15thApri1042-S1099-MISCTaxYearCARESActAnnuitizationCostBasisTaxPlanFederalWithholding1099-NEC1035ExchangeNon-QualifiedEstate1099-RRMDProhibitedRothIRAVoluntaryTaxAdviceSpecial5498ReportingStateWithholdingDecember31st401(k)591/2October15thBeneficiaryPortabilityGrids72Income10-YearDeferralTaxInformationNon-PeriodicPaymentsTransferPersonalContributionStretchW-8BEN1099-INTW-4PCorrectionCorreSECUREActSECTraditionalIRASimpleIRAMandatoryJanuary31st403(b)EscheatmentIndirectRolloverReinstatementNon-ResidentAlienCustodialIRACustoSEPIRAPeriodicPaymentsRothConversionPensionPlan5-YearDeferralResidentAlienIRSJointOwnersLumpSumSurrender5498DistributionCodesDistBeneficialIRADirectRolloverEmployerContributionTaxFilingDeadlineSelfCertificationFairMarketValueInheritedIRAApril15thApri1042-S1099-MISCTaxYearCARESActAnnuitizationCostBasisTaxPlanFederalWithholding1099-NEC1035ExchangeNon-QualifiedEstate1099-RRMDProhibitedRothIRAVoluntaryTaxAdviceSpecial5498ReportingStateWithholdingDecember31st401(k)591/2October15thBeneficiaryPortabilityGrids72Income10-YearDeferralTaxInformationNon-PeriodicPaymentsTransferPersonalContributionStretchW-8BEN1099-INTW-4PCorrectionCorreSECUREActSECTraditionalIRASimpleIRAMandatoryJanuary31st403(b)EscheatmentIndirectRolloverReinstatementNon-ResidentAlien

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