Tax Publications

For Active and Retired Clergy
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2023 Clergy Tax Preparation Guide
Guide for filing personal taxes for clergy
120
Special Tax Notice-Clergy
Safe Harbor 402(f) Notice for the Clergy Pension Plan
9
For Administrators
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2023 Federal Reporting Requirements for Episcopal Churches, Schools, and Institutions
Guide for filing clergy and lay employee wages with the IRS
28
2023 Clergy Tax Preparation Guide
Guide for filing personal taxes for clergy
120
2013 Small Employer Healthcare Tax Credit
Small Employer Healthcare Tax Credit
6
For Retired Lay DB Participants
Title
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Pages
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Special Tax Notice-Lay
Safe Harbor 402(f) Notice for the Lay Retirement Plan
9
Tax Withholding Forms
Title
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Pages
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IRS Withholding Forms At-A-Glance
Overview of revised Form W-4P and new Form W-4R
1
N/A
Form W-4P – Withholding Certificate for Periodic Pension or Annuity Payments (Federal Income Tax)
To withhold federal taxes from your periodic pension payments
3
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Instructions for Form W-4P – Withholding Certificate for Periodic Pension or Annuity Payments (Federal Income Tax)
Instructions for completing the Form W-4P
2
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State Equivalent – Withholding Certificate for Periodic Pension Distributions (State Income Tax)
To withhold state taxes from your monthly pension benefit
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
Form W-4R – Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions (Federal Income Tax)
To withhold federal taxes on your nonperiodic pension distributions
3
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Instructions for Form W-4R – Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions (Federal Income Tax)
Instructions for completing the Form W-4R
2
N/A
State Equivalent – Withholding Certificate for Nonperiodic Pension Distributions (State Income Tax)
To withhold state taxes from your non-periodic pension payments
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
2023 Federal Income Tax Status Of The Church Pension Fund Benefits (CPF Form B)
To calculate housing exclusion for retirees
1
2022 Federal Income Tax Status Of The Church Pension Fund Benefits (Cpf Form B)
To calculate housing exclusion for retirees
1
2021 Federal Income Tax Status Of The Church Pension Fund Benefits (Cpf Form B)
To calculate housing exclusion for retirees
1
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