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The document provides detailed instructions for completing Form W-2 for clergy, including deadlines for distribution, acceptable formats, and specific reporting requirements for various types of compensation and tax information. It highlights new codes and changes in reporting guidelines by the IRS, particularly regarding designated Roth contributions and employee suffix entries. The document also outlines the specific boxes on the W-2 form that need to be filled out, detailing what information should be included in each box.

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What religious groups qualify for form 4029?

You must be a member of a recognized re- ligious group, such as the Old Order Amish, which has been in existence since 1950. Your religious group must be opposed to accepting private or public insurance benefits (including Social Security and Medicare) because of the groups estab- lished tenets or teachings.

What form do clergy members need to file with the IRS?

Form 4361, Application for Exemption From Self-Employment Tax for Use by Ministers, Members of Religious Orders and Christian Science Practitioners.

What is box 14 of the W-2 for clergy?

Clergy housing allowance Generally, the housing allowance is reported in Box 14 of the W-2 and is not included in Boxes 1, 3, or 5.

Is clergy housing allowance a 1099 or W-2?

Special Considerations for Ministers A ministers housing allowance is excluded from gross income for income tax purposes but is included in net earnings for self-employment tax purposes. This allowance should be reported in box 14 of Form W-2 if the minister is an employee.

Should a pastor get a 1099 or W-2?

Yes, pastors who receive salary or support from their church receive a W-2, must file and pay taxes, and are generally participants in Social Security and Medicare.

What is the IRS exemption form for religious people?

Members of recognized religious groups file Form 4029 to apply for exemption from Social Security and Medicare taxes.

What is the IRS form for clergy?

File Form 4361 to apply for an exemption from self-employment tax if you have ministerial earnings and are: An ordained, commissioned, or licensed minister of a church; A member of a religious order who has not taken a vow of poverty; or. A Christian Science practitioner.

Do pastors need a 1099 or W-2?

For the most part, ministers are deemed to be common-law employees of the religious organization for which they work, and thus they should receive a W-2 form. There are only a limited number of instances where a 1099-MISC may be applicable, one of which is if a minister is a traveling evangelist.

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