Tax Publications

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For Active and Retired Clergy

  Title What is This For? Pgs
2019 Clergy Tax Return Preparation Guide (for 2018 Tax Returns) Guide for filing personal taxes for clergy

74

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
2019 Federal Reporting Requirements for Episcopal Churches Guide for filing clergy and lay employee wages with the IRS

47

2019 Clergy Tax Return Preparation Guide (for 2018 Tax Returns) Guide for filing personal taxes for clergy

74

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? Contact Information
N/A CPF Substitute Form W-4P - Federal Withholding Certificate Periodic Pension Distributions Federal Tax Withholding Form for Periodic Pension Payments

N/A 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

N/A 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

N/A CPF State Tax Withholding Certificate Form W-4P for non-periodic pension distributions To withhold state taxes from your lump sum pension benefit

The Church Pension Fund
Attn: Client Services
19 East 34th Street
New York, NY 10016

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