IRA Stretch/ Decedent LIFO pre- TEFRA Cost Basis Post- TEFRA gain Excess Contributions Pre- TEFRA gain LOB 10% TEFRA 60 days Premium 100% Generation Skipping Tax Earnings January 31st Tax Advisor In Good Order 59 1/2 Post- TEFRA cost basis Qualified Partial Ownership 50% RMD FIFO Non- Qualified $6,500 Direct Transfer Rollover Cost Basis Under age 50 April 1st RMD Base/Fair Mrkt Value 70 1/2 Ordinary Income 1099- R 4 1035 December 31st IRA Stretch/ Decedent LIFO pre- TEFRA Cost Basis Post- TEFRA gain Excess Contributions Pre- TEFRA gain LOB 10% TEFRA 60 days Premium 100% Generation Skipping Tax Earnings January 31st Tax Advisor In Good Order 59 1/2 Post- TEFRA cost basis Qualified Partial Ownership 50% RMD FIFO Non- Qualified $6,500 Direct Transfer Rollover Cost Basis Under age 50 April 1st RMD Base/Fair Mrkt Value 70 1/2 Ordinary Income 1099- R 4 1035 December 31st
(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.
IRA Stretch/ Decedent
LIFO
pre-TEFRA Cost Basis
Post-TEFRA gain
Excess Contributions
Pre-TEFRA gain
LOB
10%
TEFRA
60 days
Premium
100%
Generation Skipping Tax
Earnings
January 31st
Tax Advisor
In Good Order
59 1/2
Post-TEFRA cost basis
Qualified
Partial
Ownership
50%
RMD
FIFO
Non-Qualified
$6,500
Direct Transfer
Rollover
Cost Basis
Under age 50
April 1st
RMD Base/Fair Mrkt Value
70 1/2
Ordinary Income
1099-R
4
1035
December 31st