MUST HAVE REFERENCE GUIDE

Site Map or Site Search

CHURCH ACCOUNTING PACKAGE

Clergy retirement plan

by Renee'
(NC)

The company pays for our Pastor's retirement plan, do I check the retirement box or leave blank?

Comments for Clergy retirement plan

Click here to add your own comments

Feb 05, 2020
 Box 13 Retirement Plan
by: Vickey

Mark this checkbox if the employee was an active participant(for any part of the year) in any of the following:

(1) a qualified pension, profit-sharing, or stock bonus plan described in section 401(a) (including a 401(k)plan);

(2) an annuity contract or custodial account described in section 403(b);

(3) a simplified employee pension (SEP) plan; or (4) a SIMPLE retirement account.

See more on IRS site: :https://www.irs.gov/retirement-plans/common-errors-on-form-w2-codes-for-retirement-plans

Click here to add your own comments

Join in and write your own page! It's easy to do. How? Simply click here to return to Minister's W-2.



Need training on how to use QBO or Aplos effectively for a church or better yet ...need an expert in either of those accounting software to do your monthly bookkeeping and/or payroll? See more on our accounting services!

Contact Me!






Enjoy this page? Please pay it forward. Here's how...

Would you prefer to share this page with others by linking to it?

  1. Click on the HTML link code below.
  2. Copy and paste it, adding a note of your own, into your blog, a Web page, forums, a blog comment, your Facebook account, or anywhere that someone would find this page valuable.