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PREPARING A PASTOR’S W-2 FORM
Please follow instructions at the top of each screen.
To begin the presentation, just press your “down arrow”
Preparing a W-2 for PastorsUse “Down Arrow” or “Page Down” buttons for Next Screen
Enter Pastor’s Social Security #Press Down Arrow
123-45-6789
Enter Employer’s E.I.N.#Press Down Arrow
123-45-6789
51-9876543
Enter Employer’s Name and AddressPress Down Arrow
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
Control Number is OptionalPress Down Arrow
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Enter Pastor’s Name and AddressPress Down Arrow
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
How to Calculate Box 1Press Down Arrow
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
???????????
1.Begin with Total Comp= $40,000 (Do not include Housing Allowance)
2.Subtract “Before-Tax” Pension= ($1,200)
3.Subtract “Furn Allow”= ($2,000)
4.Subtract “Pastor Contribution to Health Insurance= ($1,212) (see health/dental coupon)
5.Subtract Pastor’s HSA ($2,500) Contribution or FSA Contributions (Health and Dependent) and FSA Adm (see health/dental coupon)
6.Add Excess Life Premium + $72
7.Total Taxable= $33,570
SAMPLE ONLY(How to calculate taxable income)
Press Down Arrow
Enter Pastor’s Taxable CompensationPress Down Arrow
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
33570
Enter any Federal Tax Withheld per Pastor’s W-4(Leave #2 Blank if no tax withheld)
Press Down Arrow
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
33570 4232
For Pastors, Boxes 3, 4, 5, and 6 are BlankBoxes 7-9 and 11 normally not applicable
Press Down Arrow
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
33570 4232
Complete Box 10 only if Pastor chose FSA Dependent Care(for parents with children under 13 – see health and dental coupon if applicable)
Press Down Arrow
123-45-6789
51-98765431
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
33570 4232
Box 12 – Codes C, E, W, DD(Other codes, if applicable, are located on the back of the W-2)
Press Down Arrow
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
33570 4232
1.Begin with Total Comp= $40,000 (Do not include Housing Allowance)
2.Subtract “Before-Tax” Pension= ($1,200)
3.Subtract “Furn Allow”= ($2,000)
4.Subtract “Pastor Contribution to Health Insurance= ($1,212) (see health/dental coupon)
5.Subtract Pastor’s HSA ($2,500) Contribution or FSA Contributions (Health and Dependent) and FSA Adm (see health/dental coupon)
6.Add Excess Life Premium + $72
7.TOTAL Taxable= $33,570
SAMPLE ONLY(Code “C”)
Press Down Arrow
CODE “C”
Box 12 – Code C
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
33570 4232
C 72
1.Begin with Total Comp= $40,000 (Do not include Housing Allowance)
2.Subtract “Before-Tax” Pension= ($1,200)
3.Subtract “Furn Allow”= ($2,000)
4.Subtract “Pastor Contribution to Health Insurance= ($1,212) (see health/dental coupon)
5.Subtract Pastor’s HSA ($2,500) Contribution or FSA Contributions (Health and Dependent) and FSA Adm (see health/dental coupon)
6.Add Excess Life Premium + $72
7.Total Taxable= $33,570
SAMPLE ONLY(Code “E”)
CODE “E”
Box 12 – Code EPress Down Arrow
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
33570 4232
C 72
E 1200
1.Begin with Total Comp= $40,000 (Do not include Housing Allowance)
2.Subtract “Before-Tax” Pension= ($1,200)
3.Subtract “Furn Allow”= ($2,000)
4.Subtract “Pastor Contribution to Health Insurance= ($1,212) (see health/dental coupon)
5.Subtract Pastor’s HSA ($2,500) Contribution or FSA Contributions (Health and Dependent) and FSA Adm (see health/dental coupon)
6.Add Excess Life Premium + $72
7.Total Taxable= $33,570
SAMPLE ONLY(CODE W)
Press Down Arrow
CODE “W”
IMPORTANT NOTE
Box 12 W is for persons in HSA only. Box 12W includes both pastor’s contribution (i.e. $2,500) plus the employer’s contribution
In December, a letter is mailed to the pastor providing the amount of the Employer’s Contribution. Treasurers: Please get this letter from your pastor.
Box 12 – Code EPress Down Arrow
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
33570 4232
C 72
E 1200
W 4900
Box 12 – Code DD(Include the Health Cost – see December letter for amount)
Press Down Arrow
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
33570 4232
C 72
E 1200
W 4900
DD 17908
Box 13 – mark if participating in CRSP (Clergy Retirement Security Program)Press Down Arrow
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
33570 4232
C 72
E 1200
W 4900
DD 17908
x
Box 14 is optional – Information Box Only
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
33570 4232
C 72
E 1200
W 4900
DD 17908
x
Box 15 – State and ID# where salary was earned(ID# is located on State Transmittal Form)
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
33570 4232
C 72
E 1200
W 4900
DD 17908
x
DE 1-519876543-001
Box 16 – Normally the same as Box 1Press Down Arrow
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
33570 4232
C 72
E 1200
W 4900
DD 17908
x
DE 1-519876543-001 33570
Box 17 – State Tax withheld if Pastor requestedPress Down Arrow
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
33570 4232
C 72
E 1200
W 4900
DD 17908
x
DE 1-519876543-001 33570 250
Box 18 – Local Taxes withheld if Pastor requestedPress Down Arrow
123-45-6789
51-9876543
Romans United Methodist Church1500 Damascus RoadCorinth, Delaware 19999
(Optional)
Mark L. Matthew13 Wesley RoadAsbury, DE 19900
33570 4232
C 72
E 1200
W 4900
DD 17908
x
DE 1-519876543-001 33570 250
