Form W-2, box 12, code G & EE, reporting of SURS 457 deferred compensation plan

  • Author By Joshua Kuehl
  • January 18, 2022
cash and w-2 form

State Universities Retirement System (SURS) Deferred Compensation Plan (457(b)) contributions are reported on Form W-2 in Box 12. Pre-tax (traditional) and after tax (ROTH) contributions are distinguished based upon the code used to report.

                Code G: Elective deferrals and employer contributions

               Code EE: ROTH contributions

Illinois State University adopted the SURS 457 Deferred Compensation Plan effective April 1, 2021.

Units

Comptroller, Finance and Planning, Payroll