Tax Publications

To request a copy by mail, check the box next to the title and click 

For Active and Retired Clergy

  Title What is This For? Pgs
2017 Tax Guide for Episcopal Ministers (for 2016 Tax Returns) Guide for filing personal taxes for clergy

76

N/A Special Tax Notice-Clergy Safe Harbor 402(f) Notice for the Clergy Pension Plan

9

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For Administrators

  Title What is This For? Pgs
N/A 2017 Federal Reporting Requirements for Episcopal Churches Guide for filing clergy and lay employee wages with the IRS

45

N/A 2016 Federal Reporting Requirements for Episcopal Churches Guide for filing clergy and lay employee wages with the IRS

45

N/A 2015 Federal Reporting Requirements for Episcopal Churches Guide for filing clergy and lay employee wages with the IRS

45

2013 Small Employer Healthcare Tax Credit Small Employer Healthcare Tax Credit

6

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For Retired Clergy & Lay Employees in the DB Plan

Title What is This For? Pgs
State Tax Withholding on Benefit Payments 2016 Details about withholding state taxes from pension benefit payments

2

Special Tax Notice-Lay Safe Harbor 402(f) Notice for the Lay Retirement Plan

9

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