SelfCertification January31st   Estate   RothIRA   59 1/2   5-YearDeferral  TaxAdvice  CostBasis Mandatory Non-ResidentAlien   Income   October15th  Special5498Reporting  1099-NEC  April15th ApriTaxInformation BeneficialIRA Prohibited  W-4R    Stretch    RMD   PortabilityGrids  DirectRollover  TaxYear  Tax FilingDeadline  IndirectRollover  Non-PeriodicPayments CorrectionCorre JointOwners   SIMPLE IRA   Non-Qualified Voluntary  1099-R   InheritedIRA TraditionalIRABeneficiary SECUREAct 2.0 SEC 10-YearDeferral  CustodialIRA Custo December31st PeriodicPayments PensionPlan EmployerContribution  401(k)  Escheatment 1099-INT FederalWithholding  73   SEPIRA  5498 PersonalContribution  IRS    DistributionCodes  Dist  1042-S  ReinstatementStateWithholding TaxPlan 1035Exchange 1099-MISC  ResidentAlien Surrender  403(b)   FairMarketValue  W-8BEN Annuitization  W-4P  RothConversion LumpSum   Transfer  SelfCertification January31st   Estate   RothIRA   59 1/2   5-YearDeferral  TaxAdvice  CostBasis Mandatory Non-ResidentAlien   Income   October15th  Special5498Reporting  1099-NEC  April15th ApriTaxInformation BeneficialIRA Prohibited  W-4R    Stretch    RMD   PortabilityGrids  DirectRollover  TaxYear  Tax FilingDeadline  IndirectRollover  Non-PeriodicPayments CorrectionCorre JointOwners   SIMPLE IRA   Non-Qualified Voluntary  1099-R   InheritedIRA TraditionalIRABeneficiary SECUREAct 2.0 SEC 10-YearDeferral  CustodialIRA Custo December31st PeriodicPayments PensionPlan EmployerContribution  401(k)  Escheatment 1099-INT FederalWithholding  73   SEPIRA  5498 PersonalContribution  IRS    DistributionCodes  Dist  1042-S  ReinstatementStateWithholding TaxPlan 1035Exchange 1099-MISC  ResidentAlien Surrender  403(b)   FairMarketValue  W-8BEN Annuitization  W-4P  RothConversion LumpSum   Transfer  

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