Pending Fund Data
When fund-year catalog status is Pending, fund entries stay Pending and exempt/taxable amounts are not calculated until data is Available.
Catalog vs entry status
Section titled “Catalog vs entry status”- Funds lookup shows catalog status Available or Pending per fund and tax year.
- Fund entries mirror this: Pending entries do not show calculated exempt amounts.
Why entries stay Pending
Section titled “Why entries stay Pending”US government obligations percentages come from published fund disclosures. Until staff publishes Available data for that fund-year, the product does not interpolate or estimate percentages.
What you can do
Section titled “What you can do”- Check Funds lookup periodically for status changes.
- Leave the entry as Pending and document that calculations await source data.
- Contact support if you believe data should be Available.
This policy supports audit-ready state exempt income reports—you always know when a number is sourced vs unavailable.