FAQ 540: Budget--Deferrals are zeroing out


I am trying to run a new comp projected test for 2007 and am using the budget routine. When I run the routine, it deletes the salary deferral information that I have input and doesn't use that in the calculation.


Check the source spec coding for deferrals. It should say that deferrals are input (Force Contribution = "Yes") and the fund they go to (Contribution Fund Split) is fund #1. If that field is set to "99-Input" or "0-Elections", the budget calculations can wipe out the amounts that you have input on the Contributions (CONTRIB) screen. You may need to re-input the amounts on the Contributions screen before you re-run the budget routine and after you have changed the plan spec coding.