Get Understanding Clergy W-2 Forms

Filling out the Understanding Clergy W-2 Form can seem complex, but with clear guidance, you can complete it accurately online. This form is essential for clergy members to report their earnings and any applicable allowances.

Follow the steps to accurately fill out your Clergy W-2 Form

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the first section, report your total pay for the year, which should reflect your earnings after subtracting your housing allowance and any elective deferrals, such as contributions to a 403(b) plan.
3. Ensure that the boxes indicating clergy W-2 wages not subject to Social Security and Medicare remain empty, as these should not apply to your status.
4. Input any federal taxes withheld from your paycheck. Clergy typically have a default withholding of $0 unless you have set up optional withholding with your church.
5. Confirm that Social Security and Medicare boxes are blank, as these are not applicable for clergy members.
6. If you have used dependent care deductions or other salary reduction plans, appropriately enter those amounts into the relevant boxes (Box 10 for dependent care and Box 12 for other plans).
7. Record any wages subject to state income tax and ensure to note any state taxes withheld, which defaults also to $0 unless you've established optional withholding.
8. If applicable, input wages that are reported for locality income tax, and make sure to note local taxes withheld, with a typical default of $0.
9. Finally, review all the information you have entered for accuracy. Once confirmed, you can save the changes, download, print, or share the form as needed.

Start filling out your Clergy W-2 Forms online today to ensure accurate tax reporting.