PR05 and PR140 - 457(b) plan updates for tax-exempt entities and state & local government employers

This feature enhancement added these new tax statuses:
  • 457B ST/LOC GVT EE VESTED/ER NOT (P032)
  • 457B ST/LOC GVT EE/ER NOT VESTED (P033)
  • 457B TAX EXMPT EE VESTED/ER NOT (P034)
  • 457B TAX EXMPT EE/ER NOT VESTED (P035)
Dependencies BSI TaxFactory 11.0 Regulatory Bulletin #30 in conjunction with the Infor application CTP
Related JT JT-1470080: New tax statuses are added for the 457(b) plans