Tax Resources for UCC Employees and Employers

Resources for Employees

NOTE: IRS regulations require that all tax forms be mailed to recipients postmarked no later than January 31, 2020. All 1099-R forms for Pension Boards' members who received annuity income in 2019 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.  

Clergy Tax Preparation

2021 Clergy Tax Return Preparation Guide for 2020 Returns (formerly Tax Guide for Ministers)
Housing Allowance Resolution (for tax year 2020) 

Clergy Who Received Distributions in 2020

Reporting Payments on Your 2020 Tax Return
Taxpayer-Prepared Supplementary Sheet (for 2020 pension income)
Click here for instructions on how to obtain a duplicate Form 1099-R

Beneficiaries of Deceased Clergy Who Received Payments from the Pension Boards in 2020

Reporting Payments on Your 2020 Tax Return
Taxpayer-Prepared Supplementary Sheet (for 2020 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 Who Received Short- or Long-Term Disability Benefits in 2020

Reporting Disability Payments on Your 2020 Tax Return
Taxpayer-Prepared Supplementary Sheet (for 2020 disability income)

Lay Employees Who Received Short- or Long-Term Disability Benefits in 2020

Reporting Disability Payments on Your 2020 Tax Return

Resources for Employers

Federal Reporting Requirements for Churches 2021