TransferProhibited1099-RNon-PeriodicPaymentsNon-QualifiedEscheatmentPeriodicPaymentsSECUREActSEC1035ExchangeSelfCertificationJointOwnersInheritedIRAFederalWithholdingCARESActCustodialIRACusto5498TaxYearDistributionCodesDist10-YearDeferralRothConversionDecember31stCostBasisSimpleIRA403(b)TraditionalIRAOctober15thTaxFilingDeadlineNon-ResidentAlienApril15thApriPortabilityGrids5-YearDeferralRMDJanuary31st1042-STaxPlan72PersonalContribution591/2StretchVoluntaryTaxInformationRothIRA1099-NECIncomeAnnuitizationMandatoryBeneficiarySurrenderW-8BEN1099-MISCFairMarketValueSEPIRAResidentAlienIRSStateWithholding1099-INTTaxAdviceEmployerContributionEstateCorrectionCorre401(k)PensionPlanLumpSumBeneficialIRASpecial5498ReportingReinstatementDirectRolloverW-4PIndirectRolloverTransferProhibited1099-RNon-PeriodicPaymentsNon-QualifiedEscheatmentPeriodicPaymentsSECUREActSEC1035ExchangeSelfCertificationJointOwnersInheritedIRAFederalWithholdingCARESActCustodialIRACusto5498TaxYearDistributionCodesDist10-YearDeferralRothConversionDecember31stCostBasisSimpleIRA403(b)TraditionalIRAOctober15thTaxFilingDeadlineNon-ResidentAlienApril15thApriPortabilityGrids5-YearDeferralRMDJanuary31st1042-STaxPlan72PersonalContribution591/2StretchVoluntaryTaxInformationRothIRA1099-NECIncomeAnnuitizationMandatoryBeneficiarySurrenderW-8BEN1099-MISCFairMarketValueSEPIRAResidentAlienIRSStateWithholding1099-INTTaxAdviceEmployerContributionEstateCorrectionCorre401(k)PensionPlanLumpSumBeneficialIRASpecial5498ReportingReinstatementDirectRolloverW-4PIndirectRollover

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