Human Resources and ELM - PSFT (MOSC)

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Lock-In Letters in 2020

edited Mar 30, 2022 1:22PM in Human Resources and ELM - PSFT (MOSC) 2 commentsAnswered

How is everyone handling the IRS Lock-In Letters that are to be processed in 2020?  Since there hasn't been an update to PS yet, it seems like this has be monitored manually until a patch is released.  The guidance released from the IRS states:

You can still mark the Lock-In Letter received check box on the Employee Tax Data page but the exemptions mean nothing now.  I did some testing and it allows employees to still enter dependent amounts in section 3 and amounts in Section 4a and 4b.  They can't change their status from Single to anything or else or mark themselves as Exempt which is good.  Per the above, I'm assuming if a Lock-In Letter is marked as Single with 0 exemptions we should be entering $8600 in box 4a and leave 4b blank.  We are planning to run a query each

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