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