AnnuitizationNon-PeriodicPaymentsReinstatementRMDOctober15thTaxAdvice72TransferTaxInformationW-4PTraditionalIRAVoluntaryEmployerContributionIndirectRolloverDirectRolloverSpecial5498ReportingTaxYearJanuary31stProhibitedTaxFilingDeadlineDecember31stFederalWithholdingCARESActNon-QualifiedPensionPlan5-YearDeferral1099-RCorrectionCorreRothIRAJointOwners1035ExchangeNon-ResidentAlienLumpSum1042-SDistributionCodesDistPersonalContributionSECUREActSECSimpleIRAW-8BENResidentAlienSEPIRA1099-INT1099-MISCApril15thApriInheritedIRAStateWithholding10-YearDeferral5498StretchPeriodicPaymentsBeneficialIRAEscheatmentMandatoryRothConversion401(k)CustodialIRACustoIRS591/2Income1099-NECBeneficiaryFairMarketValuePortabilityGrids403(b)SelfCertificationSurrenderCostBasisEstateTaxPlanAnnuitizationNon-PeriodicPaymentsReinstatementRMDOctober15thTaxAdvice72TransferTaxInformationW-4PTraditionalIRAVoluntaryEmployerContributionIndirectRolloverDirectRolloverSpecial5498ReportingTaxYearJanuary31stProhibitedTaxFilingDeadlineDecember31stFederalWithholdingCARESActNon-QualifiedPensionPlan5-YearDeferral1099-RCorrectionCorreRothIRAJointOwners1035ExchangeNon-ResidentAlienLumpSum1042-SDistributionCodesDistPersonalContributionSECUREActSECSimpleIRAW-8BENResidentAlienSEPIRA1099-INT1099-MISCApril15thApriInheritedIRAStateWithholding10-YearDeferral5498StretchPeriodicPaymentsBeneficialIRAEscheatmentMandatoryRothConversion401(k)CustodialIRACustoIRS591/2Income1099-NECBeneficiaryFairMarketValuePortabilityGrids403(b)SelfCertificationSurrenderCostBasisEstateTaxPlan

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