Define Box 11 non qualifying plans topic

Define the parameters for Non-Qualified 457 plans.

An employee can have either distributions or deferrals. Deferrals and federal distributions print in Box 11 of your W-2 forms. However, no information prints in Box 11 if an employee has both distributions and deferrals. Distributions from section 457 plans of state and local agencies should now be reported on 1099-R forms, not W-2 forms. Do not use Box 11 to report these.

Specify this information:

NQ 457 Deferral Ded Class

Select the deduction class that shows the deductions for taxable deferrals from non-qualified 457 plans.

Note: The total amount for deductions associated with the deduction class that you selected is printed in Box 11 of the W-2 form and is reported on the employee wage electronic file.
NQ 457 Deferral Ded Codes

Select up to 5 deduction codes that show the taxable deferrals from a non-qualified 457 plan.

Note: The total of the amounts associated with the deductions you select prints in Box 11 of the W-2 form and is reported on the employee electronic file.
Note: The Taxable Deferrals data items are used for deferrals that become taxable within the tax year.

Use the expanded view if you must specify more than one deduction code.
NQ 457 Deferral Ded Group

Select up to 5 deduction groups that show the taxable deferrals from a non-qualified 457 plan.

Note: The total of the amounts associated with the deductions you select prints in Box 11 of the W-2 form and is reported on the employee electronic file.
Note: The Taxable Deferrals data items are used for deferrals that become taxable within the tax year.

Use the expanded view if you must specify more than one deduction group.
NQ 457 Distributions PSG

Select up to 10 pay summary groups that show the distributions to a non-qualified 457 plan.

Note: If an employee receives pay associated with any of the pay summary groups that you selected, the total of the pay summary groups is printed in Box 11 of the W-2 form and is reported on the employee wage electronic file.
Note: Use the expanded view if you must specify more than one pay summary group.
NQ 457 Distributions PCL

Select up to 8 pay class that show the distributions to a non-qualified 457 plan.

Note: If an employee received pay that is associated with any of the pay class that you selected, the total of the pay class is printed in the Box 11 of the W-2 form and is reported on the employee wage electronic file.
Note: Use the expanded view if you must specify more than one pay class.
Note: The Taxable Deferrals data items are used for deferrals that become taxable within the tax year.

Define the parameters for Non-Qualified plans other than 457 plans.

Note: Box 12 contains many items that may be reportable to an employee. These items will print in Box 12 of the W-2 form with the appropriate codes. Except for Other Box 14 Ded Code, Other Box 14 Ded Class, and Other Box 14 Ded Group, you cannot select a deduction class, a deduction code, and a deduction group all at the same time.

Specify this information:

NQ Non 457 Deferral Ded Class

Select a deduction class that shows the deductions for taxable deferrals from non-qualified non-457 plans.

Note: The total amount for deductions associated with the deduction class that you selected is printed in Box 11 of the W-2 form and is reported on the employee wage electronic file.
NQ Non 457 Deferral Ded Code

Select up to 5 deduction codes that show the deductions for taxable deferrals from non-qualified non-457 plans.

Note: The total of the amounts associated with the deduction codes that you selected is printed in Box 11 of the W-2 form and is reported on the employee electronic file.
Note: The Taxable Deferrals data items are used for deferrals that become taxable within the tax year.

Use the expanded view if you must specify more than one deduction code.
NQ Non 457 Deferral Ded Group

Select 1 deduction group that shows the deductions for taxable deferrals from non-qualified non-457 plans.

Note: The total of the amounts associated with the deduction group that you selected is printed in Box 11 of the W-2 form and is reported on the employee electronic file.
NQ Non 457 Distribution PSG

Select up to 10 pay summary groups that show the distributions to a non-qualified non-457 plan.

Note: If an employee receives pay associated with any of the pay summary groups that you selected, the total of the pay summary groups is printed in Box 11 of the W-2 form and is reported on the employee wage electronic file.
Note: Use the expanded view if you must specify more than one pay summary group.
NQ Non 457 Distributions PCL

Select up to 8 pay class that show the distributions to a non-qualified non-457 plan.

Note: If an employee received pay that is associated with any of the pay class that you selected, the total of the pay class is printed in the Box 11 of the W-2 form and is reported on the employee wage electronic file.
Note: Use the expanded view if you must specify more than one pay class.