Important Tax Time Reminders

If you're planning to withdraw funds from your TDRA 403(b)/Roth 403(b), IRA, or BAA to pay your 2022 tax bill, here's what you need to know:

• To guarantee a deposit in your account by April 18*, please submit your request for withdrawal online via the Member Portal or paper form no later than 12 p.m. EDT on April 12.
• If that deadline is missed, the only way to guarantee funds by April 18 is via wire, which is accompanied by an additional transfer fee.
• Account transfers can now be made within the Member Portal: click here to log in, otherwise deposit and withdrawal forms can be found on our Forms Page.

*Please visit the IRS website for information about IRS tax extensions including varying state tax filing deadlines.

Pension Fund’s Member Relations team is available to answer questions regarding forms or other tax reporting documents by phone at 866.495.7322 or e-mail at pfcc1@pensionfund.org.

Please remember that we are not able to provide tax or legal advice. For clergy, we do provide a free tax resource: 2023 Minister's Tax & Financial Guide on our website for completing your 2022 taxes. If you have questions about qualified deductions or filing, please consult a tax professional.