2013 Tax Resources

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Included in both the Tax Guide for Ministers and Federal Reporting Requirements for Churches this year is an eight-page summary by Richard R. Hammer that highlights key provisions of American Taxpayer Relief Act, which was signed into law on January 2, 2013, and the effect of the new law on clergy and churches.

Resources for Employees

NOTE: 

IRS regulations require that all tax forms be mailed to recipients postmarked no later than January 31.

All 1099-R forms for Pension Boards’ members who received annuity income in 2012 were mailed by our bank, The Northern Trust Company, between January 14 and 24, 2013.

If you have not yet received your 1099-R in the mail, please call our toll-free number, 1.800.642.6543 and select Option 6 to be connected with a Member Services representative, who will be glad to provide you with a duplicate copy.

Clergy Tax Preparation:

• Tax Guide for Ministers for Filing Year 2012

Clergy Who Received Annuity Payments in 2012:

• Reporting Annuity Payments on Your Tax Return

• Taxpayer-Prepared Supplementary Sheet 

• Housing Allowance Resolution 

Clergy Who Received Short- or Long-Term Disability Benefits in 2012:

• Reporting Disability Payments on Your Tax Return

• Taxpayer-Prepared Supplementary Sheet

• Housing Allowance Resolution

Lay Employees Who Received Short- or Long-Term Disability Benefits in 2012:

• Reporting Disability Payments on Your Tax Return
  

Resources for Employers

• Federal Reporting Requirements for Churches 2013

• Small Employer Health Care Tax Credit

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