SECUREActSECEstateTaxFilingDeadlineResidentAlienLumpSum1099-RInheritedIRAEmployerContributionNon-QualifiedSelfCertificationVoluntaryAnnuitizationJointOwners1099-MISCPortabilityGridsSimpleIRAEscheatmentCustodialIRACusto5-YearDeferralBeneficiaryW-8BENIRSJanuary31stDistributionCodesDist10-YearDeferral1035ExchangeIndirectRolloverTraditionalIRAFederalWithholdingMandatoryBeneficialIRAW-4PTaxInformationRMDNon-PeriodicPaymentsTaxPlanPensionPlan1042-S1099-NECSEPIRATaxYearDecember31stTaxAdvice403(b)SurrenderStretchSpecial5498Reporting401(k)IncomeNon-ResidentAlienTransfer1099-INT591/2Reinstatement5498CorrectionCorrePeriodicPaymentsOctober15thApril15thApriCostBasisRothConversionStateWithholding72RothIRADirectRolloverCARESActProhibitedPersonalContributionFairMarketValueSECUREActSECEstateTaxFilingDeadlineResidentAlienLumpSum1099-RInheritedIRAEmployerContributionNon-QualifiedSelfCertificationVoluntaryAnnuitizationJointOwners1099-MISCPortabilityGridsSimpleIRAEscheatmentCustodialIRACusto5-YearDeferralBeneficiaryW-8BENIRSJanuary31stDistributionCodesDist10-YearDeferral1035ExchangeIndirectRolloverTraditionalIRAFederalWithholdingMandatoryBeneficialIRAW-4PTaxInformationRMDNon-PeriodicPaymentsTaxPlanPensionPlan1042-S1099-NECSEPIRATaxYearDecember31stTaxAdvice403(b)SurrenderStretchSpecial5498Reporting401(k)IncomeNon-ResidentAlienTransfer1099-INT591/2Reinstatement5498CorrectionCorrePeriodicPaymentsOctober15thApril15thApriCostBasisRothConversionStateWithholding72RothIRADirectRolloverCARESActProhibitedPersonalContributionFairMarketValue

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