Clergy Voluntary Withholding Agreements

Ministers can arrange to have income taxes (but not social security taxes) withheld from their compensation by means of voluntary withholding agreements with their employers. If the employer agrees to such an arrangement, the minister must furnish the church with a Form W-4, and the church will then withhold on the basis of the standard…

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Clergy Housing Allowance: Principal Residence

In the case of a taxpayer using more than one property as a residence, whether property is used by the taxpayer as the taxpayer’s principal residence depends upon all the facts and circumstances. If a taxpayer alternates between 2 properties, using each as a residence for successive periods of time, the property that the taxpayer…

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Clergy Chartible Contributions FAQ’s

We are always encouraging people to volunteer their time to help their church or other nonprofit organizations. Shouldn’t people who do volunteer work be provided with a tax deduction to compensate them for their donation of time?

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Researching a clergy tax, payroll or HR issue on your own takes time and can leave you wondering if you’ve got the right answer. Turn to Clergy Financial Resources to save time, get the correct answers. .
Ministers are treated differently under the tax code than virtually anybody else in the country. They have advantages and disadvantages that no one else has. Often, confusion exists concerning clergy compensation, deductions and expenses. Our clergy tax professionals can sort out the complexity of clergy tax law. We will research and answer your questions and do all the tedious work that eats up your valuable time.
Most callers want answers to specific questions on tax returns or interpretations of new laws. Some already know the answer and just want verification, while others want guidance on where to look for clarification on what they are reading. We can provide just what you’re looking for.
When you have a question, just submit the question via our secure online system. Our full-time staff will answer your questions throughout the year.

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Can I contribute to an HSA and an FSA at the same time?

Married clergy often have a choice of health options with their spouse. One common question is whether you can contribute to both an HSA and an FSA at the same time. The answer is usually no, but like most tax questions, there are a few exceptions. IRS publication 969 (https://www.irs.gov/pub/irs-pdf/p969.pdf) answers this question for us:…

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Is it too late to file my return?

If you found yourself unable to meet the tax deadline to complete your 2019 tax return by July 15, 2020, you’ll still in luck.  Your extension will allow you to push your filing deadline back to October 15, 2020. This extension is not an extension of time to pay. If you have not made all…

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I missed the July 15 deadline – Now What?

While the federal income tax-filing deadline has passed for most people, some clergy haven’t filed their 2019 tax returns yet. If you’re entitled to a refund, there’s no penalty for filing late. Penalties and interest will begin to accrue on any remaining unpaid tax due as of July 16, 2020. Anyone who didn’t file and…

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IRS Confirms It Has No Plans To Extend The Filing Deadline

The Department of the Treasury and the Internal Revenue Service have announced that the 2019 tax filing deadline remains July 15, 2020.  Due to COVID-19, the original filing deadline and tax payment due date for 2019 was postponed from April 15, 2020, to July 15, 2020.  Ministers who cannot meet the July 15 due date…

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