NOTE: IRS regulations require that all tax forms be mailed to recipients postmarked no later than January 31, 2024. All 1099-R forms for Pension Boards' members who received annuity income in 2023 will be mailed by our bank, The Northern Trust Company. If you do not receive your 1099-R in the mail, or if you need a duplicate copy, please click here for instructions on how to download a copy from Northern Trust.
2024 Clergy Tax Return Preparation Guide for 2023 Returns
PBUCC Housing Allowance Board Designation (for tax year 2024)
Reporting Payments on Your 2023 Tax Return
Taxpayer-Prepared Supplementary Sheet 1 (for 2023 pension income)
Annuitized Members: Access your Form 1099-R, Update Banking Information, and More!
Reporting Payments on Your 2023 Tax Return
Taxpayer-Prepared Supplementary Sheet 1 (for 2023 pension income)
Annuitized Members: Access your Form 1099-R, Update Banking Information, and More!
(NOTE: Under IRS rules, the clergy housing allowance ends at the member's death. IRS rules do not allow beneficiaries to claim a housing allowance for the period of the year following the clergy member's death.)
Clergy Reporting Disability Payments on Your 2023 Tax Return
Taxpayer-Prepared Supplementary Sheet (for 2023 disability income)
Non-Clergy Reporting Disability Payments on Your 2023 Tax Return
Access your Form 1099-R, Update Banking Information, and More!
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