DirectRolloverDistributionCodesDistAnnuitization72SimpleIRATaxYearCostBasisSelfCertificationBeneficiaryTaxPlanMandatoryTraditionalIRAW-4P403(b)December31stJanuary31stBeneficialIRASEPIRARothConversionPersonalContributionTaxInformationEscheatmentResidentAlienCorrectionCorreJointOwnersApril15thApri1042-SIRSRMDFederalWithholdingIncome1099-NECOctober15thProhibited1099-R1099-MISCSECUREActSEC5498591/2CARESAct1035Exchange5-YearDeferralPortabilityGridsNon-ResidentAlienNon-Qualified1099-INTReinstatementVoluntaryIndirectRolloverCustodialIRACustoTaxAdvice401(k)Special5498ReportingEstateTransferSurrenderFairMarketValueStateWithholdingTaxFilingDeadlineStretchEmployerContributionPeriodicPaymentsW-8BENPensionPlanRothIRANon-PeriodicPaymentsInheritedIRALumpSum10-YearDeferralDirectRolloverDistributionCodesDistAnnuitization72SimpleIRATaxYearCostBasisSelfCertificationBeneficiaryTaxPlanMandatoryTraditionalIRAW-4P403(b)December31stJanuary31stBeneficialIRASEPIRARothConversionPersonalContributionTaxInformationEscheatmentResidentAlienCorrectionCorreJointOwnersApril15thApri1042-SIRSRMDFederalWithholdingIncome1099-NECOctober15thProhibited1099-R1099-MISCSECUREActSEC5498591/2CARESAct1035Exchange5-YearDeferralPortabilityGridsNon-ResidentAlienNon-Qualified1099-INTReinstatementVoluntaryIndirectRolloverCustodialIRACustoTaxAdvice401(k)Special5498ReportingEstateTransferSurrenderFairMarketValueStateWithholdingTaxFilingDeadlineStretchEmployerContributionPeriodicPaymentsW-8BENPensionPlanRothIRANon-PeriodicPaymentsInheritedIRALumpSum10-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. Direct Rollover
  2. Dist
    Distribution Codes
  3. Annuitization
  4. 72
  5. Simple IRA
  6. Tax Year
  7. Cost Basis
  8. Self Certification
  9. Beneficiary
  10. Tax Plan
  11. Mandatory
  12. Traditional IRA
  13. W-4P
  14. 403(b)
  15. December 31st
  16. January 31st
  17. Beneficial IRA
  18. SEP IRA
  19. Roth Conversion
  20. Personal Contribution
  21. Tax Information
  22. Escheatment
  23. Resident Alien
  24. Corre
    Correction
  25. Joint Owners
  26. Apri
    April 15th
  27. 1042-S
  28. IRS
  29. RMD
  30. Federal Withholding
  31. Income
  32. 1099-NEC
  33. October 15th
  34. Prohibited
  35. 1099-R
  36. 1099-MISC
  37. SEC
    SECURE Act
  38. 5498
  39. 59 1/2
  40. CARES Act
  41. 1035 Exchange
  42. 5-Year Deferral
  43. Portability Grids
  44. Non-Resident Alien
  45. Non-Qualified
  46. 1099-INT
  47. Reinstatement
  48. Voluntary
  49. Indirect Rollover
  50. Custo
    Custodial IRA
  51. Tax Advice
  52. 401(k)
  53. Special 5498 Reporting
  54. Estate
  55. Transfer
  56. Surrender
  57. Fair Market Value
  58. State Withholding
  59. Tax Filing Deadline
  60. Stretch
  61. Employer Contribution
  62. Periodic Payments
  63. W-8BEN
  64. Pension Plan
  65. Roth IRA
  66. Non-Periodic Payments
  67. Inherited IRA
  68. Lump Sum
  69. 10-Year Deferral