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