IRS1099-INTOctober15thJanuary31st403(b)FairMarketValue1042-SCostBasis72FederalWithholdingApril15thApri1035Exchange1099-NECSurrenderRothIRAStateWithholdingNon-QualifiedW-4PSimpleIRATaxYearLumpSumJointOwnersPersonalContributionNon-ResidentAlienBeneficiaryPeriodicPayments591/2CARESActVoluntary5-YearDeferralW-8BENIndirectRollover549810-YearDeferralTransferNon-PeriodicPaymentsRothConversion1099-RTaxPlanDecember31stProhibitedSEPIRA1099-MISCEstateTaxInformationAnnuitizationTaxFilingDeadlineIncomeSpecial5498ReportingReinstatementBeneficialIRAPensionPlanSECUREActSECCorrectionCorre401(k)DirectRolloverCustodialIRACustoTaxAdviceDistributionCodesDistEscheatmentEmployerContributionResidentAlienTraditionalIRAMandatoryInheritedIRARMDPortabilityGridsStretchSelfCertificationIRS1099-INTOctober15thJanuary31st403(b)FairMarketValue1042-SCostBasis72FederalWithholdingApril15thApri1035Exchange1099-NECSurrenderRothIRAStateWithholdingNon-QualifiedW-4PSimpleIRATaxYearLumpSumJointOwnersPersonalContributionNon-ResidentAlienBeneficiaryPeriodicPayments591/2CARESActVoluntary5-YearDeferralW-8BENIndirectRollover549810-YearDeferralTransferNon-PeriodicPaymentsRothConversion1099-RTaxPlanDecember31stProhibitedSEPIRA1099-MISCEstateTaxInformationAnnuitizationTaxFilingDeadlineIncomeSpecial5498ReportingReinstatementBeneficialIRAPensionPlanSECUREActSECCorrectionCorre401(k)DirectRolloverCustodialIRACustoTaxAdviceDistributionCodesDistEscheatmentEmployerContributionResidentAlienTraditionalIRAMandatoryInheritedIRARMDPortabilityGridsStretchSelfCertification

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