RMD    1042-S  RothConversion Non-ResidentAlien  1099-MISC  RothIRA  FairMarketValue Escheatment  59 1/2   SEPIRA  1099-NEC  Tax FilingDeadline EmployerContribution TaxAdvice  April15th ApriCorrectionCorre Special5498Reporting Surrender JointOwners   1099-R    W-4P   IndirectRollover  5-YearDeferral Mandatory 10-YearDeferral  1099-INT   Transfer  Annuitization  W-4R    403(b)   CustodialIRA Custo1035Exchange InheritedIRA   DistributionCodes  Dist  Income  TraditionalIRA PensionPlan  PortabilityGrids  W-8BEN  LumpSum SelfCertification 5498   Estate   BeneficialIRA  TaxYear StateWithholdingFederalWithholding CostBasis  DirectRollover PersonalContribution  73  Voluntary ResidentAlien Reinstatement Non-Qualified   SIMPLE IRA   TaxPlan TaxInformation  401(k)   January31st  December31st   IRS  Prohibited October15th PeriodicPaymentsBeneficiary Non-PeriodicPayments  SECUREAct 2.0 SEC  Stretch    RMD    1042-S  RothConversion Non-ResidentAlien  1099-MISC  RothIRA  FairMarketValue Escheatment  59 1/2   SEPIRA  1099-NEC  Tax FilingDeadline EmployerContribution TaxAdvice  April15th ApriCorrectionCorre Special5498Reporting Surrender JointOwners   1099-R    W-4P   IndirectRollover  5-YearDeferral Mandatory 10-YearDeferral  1099-INT   Transfer  Annuitization  W-4R    403(b)   CustodialIRA Custo1035Exchange InheritedIRA   DistributionCodes  Dist  Income  TraditionalIRA PensionPlan  PortabilityGrids  W-8BEN  LumpSum SelfCertification 5498   Estate   BeneficialIRA  TaxYear StateWithholdingFederalWithholding CostBasis  DirectRollover PersonalContribution  73  Voluntary ResidentAlien Reinstatement Non-Qualified   SIMPLE IRA   TaxPlan TaxInformation  401(k)   January31st  December31st   IRS  Prohibited October15th PeriodicPaymentsBeneficiary Non-PeriodicPayments  SECUREAct 2.0 SEC  Stretch  

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. RMD
  2. 1042-S
  3. Roth Conversion
  4. Non-Resident Alien
  5. 1099-MISC
  6. Roth IRA
  7. Fair Market Value
  8. Escheatment
  9. 59 1/2
  10. SEP IRA
  11. 1099-NEC
  12. Tax Filing Deadline
  13. Employer Contribution
  14. Tax Advice
  15. Apri
    April 15th
  16. Corre
    Correction
  17. Special 5498 Reporting
  18. Surrender
  19. Joint Owners
  20. 1099-R
  21. W-4P
  22. Indirect Rollover
  23. 5-Year Deferral
  24. Mandatory
  25. 10-Year Deferral
  26. 1099-INT
  27. Transfer
  28. Annuitization
  29. W-4R
  30. 403(b)
  31. Custo
    Custodial IRA
  32. 1035 Exchange
  33. Inherited IRA
  34. Dist
    Distribution Codes
  35. Income
  36. Traditional IRA
  37. Pension Plan
  38. Portability Grids
  39. W-8BEN
  40. Lump Sum
  41. Self Certification
  42. 5498
  43. Estate
  44. Beneficial IRA
  45. Tax Year
  46. State Withholding
  47. Federal Withholding
  48. Cost Basis
  49. Direct Rollover
  50. Personal Contribution
  51. 73
  52. Voluntary
  53. Resident Alien
  54. Reinstatement
  55. Non-Qualified
  56. SIMPLE IRA
  57. Tax Plan
  58. Tax Information
  59. 401(k)
  60. January 31st
  61. December 31st
  62. IRS
  63. Prohibited
  64. October 15th
  65. Periodic Payments
  66. Beneficiary
  67. Non-Periodic Payments
  68. SEC
    SECURE Act 2.0
  69. Stretch