Tax Publications

For Active and Retired Clergy
Title
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Pages
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2023 Clergy Tax Preparation Guide
Guide for filing personal taxes for clergy
120
N/A
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
N/A
2023 Clergy Tax Preparation Guide
Guide for filing personal taxes for clergy
120
N/A
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
IRS Withholding Forms At-A-Glance
Overview of revised Form W-4P and new Form W-4R
1
Form W-4P – Withholding Certificate for Periodic Pension or Annuity Payments (Federal Income Tax)
To withhold federal taxes from your periodic pension payments
3
Instructions for Form W-4P – Withholding Certificate for Periodic Pension or Annuity Payments (Federal Income Tax)
Instructions for completing the Form W-4P
2
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
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
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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