Income401(k)StateWithholdingW-8BENVoluntaryInheritedIRAJointOwnersAnnuitizationW-4PEmployerContributionEstateFederalWithholdingNon-QualifiedTransferSimpleIRATaxFilingDeadlineRMD1099-INTCustodialIRACustoDirectRollover5498DistributionCodesDistEscheatment1099-NECReinstatementOctober15thIndirectRolloverSurrender403(b)BeneficialIRASelfCertificationSECUREActSECNon-PeriodicPaymentsPensionPlanTraditionalIRA1099-MISCTaxPlanStretch10-YearDeferralTaxYearIRSTaxAdviceRothConversion72April15thApri1042-SCostBasisFairMarketValuePeriodicPaymentsRothIRAProhibitedResidentAlienSpecial5498ReportingJanuary31stPortabilityGridsDecember31st591/2TaxInformationCorrectionCorreNon-ResidentAlienPersonalContributionMandatoryBeneficiaryLumpSumCARESAct1099-RSEPIRA1035Exchange5-YearDeferralIncome401(k)StateWithholdingW-8BENVoluntaryInheritedIRAJointOwnersAnnuitizationW-4PEmployerContributionEstateFederalWithholdingNon-QualifiedTransferSimpleIRATaxFilingDeadlineRMD1099-INTCustodialIRACustoDirectRollover5498DistributionCodesDistEscheatment1099-NECReinstatementOctober15thIndirectRolloverSurrender403(b)BeneficialIRASelfCertificationSECUREActSECNon-PeriodicPaymentsPensionPlanTraditionalIRA1099-MISCTaxPlanStretch10-YearDeferralTaxYearIRSTaxAdviceRothConversion72April15thApri1042-SCostBasisFairMarketValuePeriodicPaymentsRothIRAProhibitedResidentAlienSpecial5498ReportingJanuary31stPortabilityGridsDecember31st591/2TaxInformationCorrectionCorreNon-ResidentAlienPersonalContributionMandatoryBeneficiaryLumpSumCARESAct1099-RSEPIRA1035Exchange5-YearDeferral

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