Tax Publications

This page contains CPG guides and instructions regarding federal and state taxes.

For information on W-2, 1095B, 1099R, and other tax documents, contact your employer and plan issuer.

Visit the IRS forms and publications page for additional resources.

Tax Guides

To access the latest guides for clergy tax returns and institution reporting requirements, log in to MyCPG Accounts, select “Resources,” and see "Tax Guides.”

For Administrators
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2013 Small Employer Healthcare Tax Credit
Small Employer Healthcare Tax Credit
6
Tax Withholding Forms
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IRS Withholding Forms At-A-Glance
Overview of revised Form W-4P and new Form W-4R
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Form W-4P – Withholding Certificate for Periodic Pension or Annuity Payments (Federal Income Tax)
To withhold federal taxes from your periodic pension payments
3
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Instructions for Form W-4P – Withholding Certificate for Periodic Pension or Annuity Payments (Federal Income Tax)
Instructions for completing the Form W-4P
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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
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Instructions for Form W-4R – Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions (Federal Income Tax)
Instructions for completing the Form W-4R
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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
2026 Federal Income Tax Status Of CPF (Form B)
To calculate housing exclusion for retirees
2
2025 Federal Income Tax Status Of The Church Pension Fund Benefits (CPF Form B)
To calculate housing exclusion for retirees
2
2024 Federal Income Tax Status Of The Church Pension Fund Benefits (CPF Form B)
To calculate housing exclusion for retirees
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