Form 8941 Instructions

Click here for introductory cover letter for form 8941

Please click here for simplified directions for the typical Florida Church to complete the Form 8941 and Form 990-T and claim a reimbursement from the federal government for payment of health insurance for your pastor and/or lay people. 

Information on the IRS website:

Form 8941 – including a PDF where you can type in the information for printing and mailing.

Directions for Form 8941

Notice 2010-82 Clarifies how some rules apply to local churches in regards to the credit

Form 990-T – including a PDF where you can type in the information for printing and mailing.

Directions for Form 990-T

On the General Board of Pensions and Health website: www.gbophb.org
Go to the Health Care Reform link on the main page. There you will find several articles, including: “Small Business Tax Credit and the United Methodist Church” – denominations official directions.