NOTE: IRS regulations require that all tax forms be mailed to recipients postmarked no later than January 31, 2023. All 1099-R forms for Pension Boards' members who received annuity income in 2022 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.
2023 Clergy Tax Return Preparation Guide for 2022 Returns (formerly Tax Guide for Ministers)
PBUCC Housing Allowance Board Designation (for tax year 2022)
Reporting Payments on Your 2022 Tax Return
Taxpayer-Prepared Supplementary Sheet 1 (for 2022 pension income)
Click here for instructions on how to obtain a duplicate Form 1099-R
Reporting Payments on Your 2022 Tax Return
Taxpayer-Prepared Supplementary Sheet 1 (for 2022 pension income)
Click here for instructions on how to obtain a duplicate Form 1099-R
(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 2022 Tax Return
Taxpayer-Prepared Supplementary Sheet (for 2022 disability income)
Non-Clergy Reporting Disability Payments on Your 2022 Tax Return