TaxAdviceTaxInformationNon-QualifiedCARESAct403(b)IndirectRolloverMandatorySEPIRAResidentAlienFederalWithholdingW-4PStretchEstateTaxPlan401(k)1035ExchangeLumpSumTaxYearBeneficiarySimpleIRAPersonalContributionRothConversionTaxFilingDeadlineFairMarketValueCostBasisApril15thApri5498W-8BENSurrenderNon-PeriodicPaymentsCustodialIRACusto591/2CorrectionCorreAnnuitization5-YearDeferralIRS10-YearDeferralRMD1099-INTRothIRA1099-NECJointOwnersBeneficialIRASelfCertificationJanuary31stSpecial5498ReportingTransferDistributionCodesDistIncomeEmployerContributionPensionPlanProhibitedNon-ResidentAlienInheritedIRATraditionalIRAOctober15th72Reinstatement1042-SDecember31st1099-MISCStateWithholdingPortabilityGridsVoluntary1099-RSECUREActSECDirectRolloverEscheatmentPeriodicPaymentsTaxAdviceTaxInformationNon-QualifiedCARESAct403(b)IndirectRolloverMandatorySEPIRAResidentAlienFederalWithholdingW-4PStretchEstateTaxPlan401(k)1035ExchangeLumpSumTaxYearBeneficiarySimpleIRAPersonalContributionRothConversionTaxFilingDeadlineFairMarketValueCostBasisApril15thApri5498W-8BENSurrenderNon-PeriodicPaymentsCustodialIRACusto591/2CorrectionCorreAnnuitization5-YearDeferralIRS10-YearDeferralRMD1099-INTRothIRA1099-NECJointOwnersBeneficialIRASelfCertificationJanuary31stSpecial5498ReportingTransferDistributionCodesDistIncomeEmployerContributionPensionPlanProhibitedNon-ResidentAlienInheritedIRATraditionalIRAOctober15th72Reinstatement1042-SDecember31st1099-MISCStateWithholdingPortabilityGridsVoluntary1099-RSECUREActSECDirectRolloverEscheatmentPeriodicPayments

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