Backdoor Roth Conversion Description Code One Time Distribution Errors Death Distribution Death before RMD taken Auto RMD Schedule and Forget Inherited IRA Approvals Contribution Normal Distribution Missing Account Numbers RMD status Traditional IRA Election of Payment Death after RMD taken Charitable Donation SEP IRA Contribution Contribution -Current Year Check available Cash Audit Issues Early Distribution Contribution Waive State Taxes Post Death Distributions Pay To ACH distribution Incomplete Forms Charitable Donation Roth Check your math Treatment Code Tax Beneficiary- Death Beneficary Contribution- Prior Year Conversion Charity W9 Waive Federal Taxes Distribution QCD State Withholding IN/MI taxes Normal Distributions Gross Up Distribution Charity EIN 10 Year Rule Missing Account Numbers Irrevocable Trust Beneficiary Backdoor Roth Conversion Description Code One Time Distribution Errors Death Distribution Death before RMD taken Auto RMD Schedule and Forget Inherited IRA Approvals Contribution Normal Distribution Missing Account Numbers RMD status Traditional IRA Election of Payment Death after RMD taken Charitable Donation SEP IRA Contribution Contribution -Current Year Check available Cash Audit Issues Early Distribution Contribution Waive State Taxes Post Death Distributions Pay To ACH distribution Incomplete Forms Charitable Donation Roth Check your math Treatment Code Tax Beneficiary- Death Beneficary Contribution- Prior Year Conversion Charity W9 Waive Federal Taxes Distribution QCD State Withholding IN/MI taxes Normal Distributions Gross Up Distribution Charity EIN 10 Year Rule Missing Account Numbers Irrevocable Trust Beneficiary
IRAs - 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.
Backdoor Roth Conversion
Description Code
One Time Distribution
Errors
Death Distribution
Death before RMD taken
Auto RMD
Schedule and Forget
Inherited IRA
Approvals
Contribution
Normal Distribution
Missing Account Numbers
RMD status
Traditional IRA
Election of Payment
Death after RMD taken
Charitable Donation
SEP IRA Contribution
Contribution -Current Year
Check available Cash
Audit Issues
Early Distribution
Contribution
Waive State Taxes
Post Death Distributions
Pay To
ACH distribution
Incomplete Forms
Charitable Donation
Roth
Check your math
Treatment Code
Tax Beneficiary-Death Beneficary
Contribution-Prior Year
Conversion
Charity W9
Waive Federal Taxes
Distribution
QCD
State Withholding
IN/MI taxes
Normal Distributions
Gross Up Distribution
Charity EIN
10 Year Rule
Missing Account Numbers
Irrevocable Trust Beneficiary