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.
2025 Clergy Tax Return Preparation Guide for 2024 Returns
PBUCC Housing Allowance Board Designation (for tax year 2024)
Reporting Annuity Payments on Your 2024 Tax Return
Taxpayer-Prepared Supplementary Sheet 1 (for 2024 pension income)
Annuitized Members: Access your Form 1099-R, Update Banking Information, and More!
Reporting Payments on Your 2024 Tax Return
Taxpayer-Prepared Supplementary Sheet 1 (for 2024 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 2024 Tax Return
Taxpayer-Prepared Supplementary Sheet 2 (for 2024 disability income)
Non-Clergy Reporting Disability Payments on Your 2024 Tax Return
Access your Form 1099-R, Update Banking Information, and More!
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