PortabilityGridsApril15thApri1042-SW-8BENBeneficialIRA5-YearDeferralTaxFilingDeadlineW-4PNon-ResidentAlienTaxInformationEscheatment403(b)PeriodicPaymentsTaxAdvice1035ExchangeNon-PeriodicPayments72CustodialIRACusto1099-INT591/2DirectRolloverCARESAct1099-RFederalWithholding1099-MISC401(k)MandatoryJointOwnersSEPIRABeneficiarySpecial5498ReportingDecember31stFairMarketValueTraditionalIRAAnnuitization5498EstateRothConversionPensionPlanResidentAlienStateWithholdingTaxPlanInheritedIRAIndirectRolloverCostBasisTaxYearSimpleIRAIncomeRothIRANon-QualifiedOctober15thJanuary31stStretchPersonalContributionRMDTransferSECUREActSECReinstatementSelfCertificationLumpSumVoluntaryEmployerContribution10-YearDeferralProhibitedIRS1099-NECDistributionCodesDistSurrenderCorrectionCorrePortabilityGridsApril15thApri1042-SW-8BENBeneficialIRA5-YearDeferralTaxFilingDeadlineW-4PNon-ResidentAlienTaxInformationEscheatment403(b)PeriodicPaymentsTaxAdvice1035ExchangeNon-PeriodicPayments72CustodialIRACusto1099-INT591/2DirectRolloverCARESAct1099-RFederalWithholding1099-MISC401(k)MandatoryJointOwnersSEPIRABeneficiarySpecial5498ReportingDecember31stFairMarketValueTraditionalIRAAnnuitization5498EstateRothConversionPensionPlanResidentAlienStateWithholdingTaxPlanInheritedIRAIndirectRolloverCostBasisTaxYearSimpleIRAIncomeRothIRANon-QualifiedOctober15thJanuary31stStretchPersonalContributionRMDTransferSECUREActSECReinstatementSelfCertificationLumpSumVoluntaryEmployerContribution10-YearDeferralProhibitedIRS1099-NECDistributionCodesDistSurrenderCorrectionCorre

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