Tax Publications

For Active and Retired Clergy
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2022 Clergy Tax Return Preparation Guide
Guide for filing personal taxes for clergy
117
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2022 Clergy Tax Guide Supplement
Supplement To The 2022 Clergy Tax Return Preparation Guide For 2021 Returns
8
N/A
Special Tax Notice-Clergy
Safe Harbor 402(f) Notice for the Clergy Pension Plan
9
For Administrators
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2022 Federal Reporting Requirements for Episcopal Churches
Guide for filing clergy and lay employee wages with the IRS
29
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2022 Clergy Tax Return Preparation Guide
Guide for filing personal taxes for clergy
117
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2013 Small Employer Healthcare Tax Credit
Small Employer Healthcare Tax Credit
6
For Active and Retired Lay Employees
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Special Tax Notice-Lay
Safe Harbor 402(f) Notice for the Lay Retirement Plan
9
Tax Withholding
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CPF State Tax Withholding Certificate Form W-4P for periodic pension distributions
To withhold state taxes from your monthly pension benefit
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
CPF State Tax Withholding Certificate Form W-4P for non-periodic pension distributions
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
CPF Substitute Form W-4P - Federal Withholding Certificate Periodic Pension Distributions
Federal Tax Withholding Form for Periodic Pension Payments
Federal Tax Withholding Instructions - CPF Substitute Form W4-P Withholding Certificate for Periodic Pension Distributions
Federal Tax Withholding Instructions for completing the CPF Substitute Form W4-P Withholding Certificate for Periodic Pension Distributions
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
2020 Federal Income Tax Status Of The Church Pension Fund Benefits (Cpf Form B)
To calculate housing exclusion for retirees
CLIC Federal Tax Withholding Certificate Form W-4P for periodic annuity distributions
To withhold federal taxes from your monthly annuity payment
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
CLIC Federal Tax Withholding Instructions-Form W-4P Periodic Annuity Distributions
Instructions for completing Substitute Form W4-P Withholding Certificate for Periodic Annuity Distributions
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
CLIC Federal Tax Withholding Certificate Form W-4P for non-periodic annuity distributions
To withhold federal taxes from your non-periodic or lump sum annuity payment
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
CLIC Federal Tax Withholding Instructions-Form W-4P Non-Periodic Annuity Distributions
Instructions for completing Substitute Form W4-P Withholding Certificate for Non-Periodic Annuity Distributions
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
CLIC State Tax Withholding Certificate Form W-4P for periodic annuity distributions
To withhold state taxes from your monthly annuity payment
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
CLIC State Tax Withholding Certificate Form W-4P for non-periodic annuity distributions
To withhold state taxes from your non-periodic or lump sum annuity payment
The Church Pension Fund Attn: Client Services 19 East 34th Street New York, NY 10016
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