Housing-allowance-reporting-and-forms

Reporting & Forms

Reporting

At tax time, you will get a 1099-R that shows the gross amount of your distribution in Box 1 and the Taxable Amount of the distribution in Box 2a.
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Forms

Notification of Housing Allowance (Word document) This document validates the housing allowance.

Housing Allowance Worksheet – Parsonage (Word document)

Housing Allowance Worksheet – Home (Word document)

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* Envoy does not offer legal or tax advice and encourages that you consult with a lawyer and/or professional tax advisor for personalized tax advice.