Clifford & Associates, LLC: Clergy Sample Form W-2 Worksheet

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Clergy Sample W-2 Form Worksheet

This worksheet may serve to simplify the preparations of Form W-2 for Ministers. Fill out the forms that apply, and click the "COMPLETE" button. The sample W-2 form at the bottom of the page will automatically be filled out. Print out this page, and use it as a guideline for filling out the real W-2. The W-2 created here is NOT to be sent to the IRS!

Employer identification (EIN) number:

State identification number:

Church name:

Church street address:

Church city/State/Zip+4:

Employee Social Security number:

Employee name (first name and middle initial, last name):

Employee street address:

Employee city/state/zip+4:

Taxable salary:

DO NOT INCLUDE

Housing allowance

Reimbursed mileage and expenses under an accountable plan

Medical insurance or medical reimbursements under an accountable plan

Wedding/funeral fees paid directly to the pastor

Pension/403(b) plan payments

INCLUDE:

Cash Salary (do not include salary deferrals to pension/403b)

Gifts

Bonuses

Allowances for Social Security taxes

Flat monthly expense allowances (non-accountable plan)

Other (i.e. payments on pastor's car or other nonqualified personal expenses paid by church)

TOTAL:

Amount of housing allowance paid:

Amount of federal income taxes withheld and forwarded to IRS:

(Select state) State income tax withheld and sent in:

(Enter city name) City income tax withheld and sent in:

Check any that apply. If there is a pension plan, check the "retirement plan" box. The other boxes are generally blank for churches.

Statutory employee
Retirement plan
Third party sick pay

Amount of voluntary employee salary deferrals to pension/403b plan (do not include employer contributions):

For most clergy, be sure to leave the following boxes blank: d, 3, 4, 5, 6, 7, 8, 9, 10, and 11. The treasurer needs to read the IRS instructions and possibly seek professional advice before entering any amount in those boxes for a minister.

Send W-2's to all employees by February 1 and mail red copies to Social Security by February 28 wih Form W-3. If mistakes are discovered, they can be corrected later using Form W-2c and W-3c.

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