Clergy Tax Facts

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Overview

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    Description Source
       
  pdf 2012 Clergy Housing Form - New Clergy Tax Law Short-Course
    This form can be submitted to the church to allocate a housing/parsonage/manse allowance for 2012.  
       
    2012 Church Accountable Reimbursement Plan - New Clergy Tax Law Short-Course
    The Church Accountable Reimbursement Plan is intended to
assist churches and organizations in establishing and maintaining
accountable reimbursement policies for their clergy and staff.		  
       
  pdf Tax Guide for Church and Religious Organization - New Publication 1828
    This tax guide looks at the benefits and responsibilities of churches
and religious organizations under the federal tax law.		  
       
  pdf Religious Exemption Form 4361
    Examples of a variety of tax exemptions that clergy may be eligible for.  
    4361 Religious Exemption Form  
       
  pdf Change of Address Form - New Form 8822
    Notify the IRS of a change of address.  
       
  WEB IRS Publications Online  
    An complete index of IRS tax publications. IRS
       
 
WEB
 Free IRS Publications  
    IRS tax publications affecting church and clergy.. IRS
       
  pdf Understanding the 2010 Clergy W-2 form - New Form W2
    A summary of what amounts to enter in each box of a clergy W-2.  
       
 
pdf
 2010 Employee Withholding - New W-4 Form
    Complete this form so that your employer can withhold the correct
federal income tax from your pay.		  
       
 
pdf
 Parsonage Compensation Package Clergy Tax Law Short-Course
    An example of a parsonage compensation package.
       
  pdf Housing Compensation Package Clergy Tax Law Short-Course
    An example of a housing compensation package.
       
 
pdf
 2010 Federal Estimated Payments Form 1040ES
    Estimated payment coupons used for federal tax quarterly payments.  
       
 
pdf
 2010 W-2 instructions  
    Instructions from the IRS on how to fill out a W-2 form.  
       
 
pdf
 2010 Filing Extension Form 4868
    Form 4868 requests a six month filing extension for your federal
income taxes. 		 
       
 
pdf
 Installment Request Form 9465
    For those that are having trouble making federal tax payments.
Interest and penalties may still apply. 		 
       
 
WEB
 2010 Clergy W-2 Sample Form W2
    This interactive worksheet will help simplify the preparation of
Form W-2 for clergy. 		 
       
  pdf Clergy Return Example - New Clergy Tax Law Short-Course
    An example of a clergy federal income tax return including:
Form 1040, Schedule A, Schedule C, Schedule SE, Form 2106		  
       
  pdf 2010 IRS Clergy Publication - New Publication 517
    IRS Publication 517 features Social Security and Other Information
for Members of the Clergy and Religious Workers		  
       
       
     
       
 
Guide
Handbook
Church
 
2012-2013 Compensation
Handbook for Church Staff
James E. Cobble - Richard Hammar
Essential Guide to Church Finances
Richard Vargo - Vonna Laue
       
 
Get a better understanding of
U.S. tax laws as they relate to
pastors and churches with the
Church & Clergy Tax Guide
Every church and its employees
want to feel confident that
their compensation plan is
reasonable and fair.
To accomplish your church's mission
and vision for ministry you need to
effectively manage your church's finances
       
 

 

Clergy should not view this information as a substitute for professional advice. This information is subject to change, due to administrative rulings or interpretations and or technical corrections by the IRS. If legal advice or other expert assistance is required, the services of a competent clergy tax professional person should be sought.