Tax Forms
Clergy Income Tax
We understand that preparing your taxes can be complicated with the different tax provisions for clergy. To assist you, the following resources are available to provide information.
We recommend that you discuss specifics with a tax or financial advisor familiar with your specific situation.
Tax Guides - Available Now
Our 2026 Clergy Tax Return Preparation Guide for 2025 Returns and Federal Reporting Requirements for Episcopal Institutions are available now!
To access the latest guides for clergy tax returns
- Log in to MyCPG Accounts
- select “Resources,”
- and see "Tax Guides.”
Clergy Tax Forms and Resources
- 2026 CPF Form B
- IRS Withholding Forms At-A-Glance
- Form W-4P – Withholding Certificate for Periodic Pension or Annuity Payments (Federal Income Tax)
- Instructions for Form W-4P
- State Equivalent – Withholding Certificate for Periodic Pension Distributions (State Income Tax)
- Form W-4R – Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions (Federal Income Tax)
- Instructions for Form W-4R
- State Equivalent – Withholding Certificate for Nonperiodic Pension Distributions (State Income Tax)
Go to Tax Withholding Forms to get forms from previous years.
Other Resources
Discover More
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Getting Support
CPG Tax Hotline
Article
Contact our experts if you have US-tax related questions.
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Clergy Income Tax
Taxable Benefits
Article
Review these resources to help you prepare for tax season.
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Clergy Housing Allowance
Clergy Housing Allowance
eLearning Course
Learn about excludable housing-related expenses and how to designate and calculate them.
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