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Thank you again for your reply, which I have marked as "Best Answer"!

 

I  especially appreciated your clarification language in the last sentence: " ...even though the pension is designated as a housing allowance, it is not part of your compensation for services performed."

 

My spouse is the pastor, I had a 40yr finance career and I have done my own taxes since I was a teenager, maybe 30+ years total with Turbotax. The Clergy tax return, and Deason Rule in particular, have generated new questions every year for 20 years.

 

The key question this year is: Should the Pension Housing allowance to be COMBINED with any income from Post Retirement Clergy activities?

 

I do like the position that the previous Pension related employment and current Clergy activities stand alone. That makes logical sense to me.

 

I AM going to run this by my local Clergy Tax specialist who I haven't been able to speak with yet. I would appreciate any additional clarification from your resources at Intuit.

 

The planning is to maximize pre-12/31/23 Traditional IRA to Roth IRA shifts that will utilize 100% of a $7,500 EV Tax Credit available to us this year, and at the same time minimize any remaining tax liability.

 

Thanks again for your help.