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