Details

    • Type: Support Activity
    • Status: Closed
    • Priority: Medium
    • Resolution: Done
    • Labels:
      None
    • Support Task Type:
      ACA IRS Report
    • Environment:
      Production
    • Company:
      Cool Creek
    • Categories:
      ACA
    • Reported by:
      Client

      Description

      NA

        Attachments

        1. IRS 1095-C JCCC -Checklist.xls
          9 kB
        2. Kim.jpg
          Kim.jpg
          336 kB
        3. screenshot-1.jpeg
          screenshot-1.jpeg
          25 kB

          Issue Links

            Activity

            smita.pawar Smita Pawar (Inactive) created issue -
            smita.pawar Smita Pawar (Inactive) made changes -
            Field Original Value New Value
            Link This issue clones WT-12484 [ WT-12484 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Description All companies are linked to this Jira which will get processed for IRS submission in year 2018
            smita.pawar Smita Pawar (Inactive) made changes -
            Company All Clients/Multiple Clients [ 18434 ] Cool Creek [ 13502 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Account Executive Debbie Kulling [ dkulling ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            1095C for JCCC is ready to run. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - 1095C for JCCC is ready to run. Thanks!
            Hide
            smita.pawar Smita Pawar (Inactive) added a comment -

            Hi Jennifer Leugers,

            We will update you on this by tomorrow i.e. 20/12/2017 [EOD].

            Thanks!

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , We will update you on this by tomorrow i.e. 20/12/2017 [EOD] . Thanks!
            smita.pawar Smita Pawar (Inactive) logged work - 20/Dec/17 11:45 AM
            • Time Spent:
              0.75h
               

              QA verification
              Internal discussion
              Jira updates

            Hide
            smita.pawar Smita Pawar (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have run report on JCCC company.
            Please refer latest run '12/19/2017 2:57:51 AM' to download.

            PFA QA verification list.

            Thanks!!

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , We have run report on JCCC company. Please refer latest run '12/19/2017 2:57:51 AM' to download. PFA QA verification list. Thanks!!
            smita.pawar Smita Pawar (Inactive) made changes -
            Attachment IRS 1095-C JCCC -Checklist.xls [ 70493 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Remaining Estimate 2h [ 7200 ]
            Original Estimate 2h [ 7200 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Remaining Estimate 2h [ 7200 ] 1.25h [ 4500 ]
            Time Spent 0.75h [ 2700 ]
            Worklog Id 97155 [ 97155 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            Status Open [ 1 ] In Progress [ 3 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            jennifer.leugers Jennifer Leugers made changes -
            Attachment screenshot-1.jpeg [ 71594 ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Please advise on the code changes to 1E for Farrell Janeb; I can't kick off an event for these months to see.

            Show
            jennifer.leugers Jennifer Leugers added a comment - Please advise on the code changes to 1E for Farrell Janeb; I can't kick off an event for these months to see.
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            ramya.tantry Ramya Tantry (Inactive) logged work - 11/Jan/18 10:32 AM
            • Time Spent:
              4h
               

              Analysis
              Verification on HSPL company
              discussion with Nandkumar
              Re-run forms
              Verification of forms
              compare latest run with previous run
              draft reply

            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Hi Jennifer Leugers,

            This employee when through number of class changes in the months March and May which affected his offer eligibility for these months.Due to this,he was getting multiple sub-rates for single plan which resulted in double cost.We re-run the eligibility and the forms.
            Please refer run dated "1/11/2018 1:48:57 AM" for verification.

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , This employee when through number of class changes in the months March and May which affected his offer eligibility for these months.Due to this,he was getting multiple sub-rates for single plan which resulted in double cost.We re-run the eligibility and the forms. Please refer run dated "1/11/2018 1:48:57 AM" for verification.
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 1.25h [ 4500 ] 0h [ 0 ]
            Time Spent 0.75h [ 2700 ] 4.75h [ 17100 ]
            Worklog Id 100010 [ 100010 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - there are a couple of employees that have been termed 12.31.16 but are still showing in the latest run (Kim Grubbs, William Brown are examples). Could you please look into this and advise?

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - there are a couple of employees that have been termed 12.31.16 but are still showing in the latest run (Kim Grubbs, William Brown are examples). Could you please look into this and advise?
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Ramya Tantry [ ramya.tantry ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Attachment Kim.jpg [ 72348 ]
            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Hi Jennifer Leugers,

            Both these employees were termed on 01/12/2017.Their status change date is 01/12/2017. However,looking at their history their data got changed effective 12/31/2016.But Status change date remained same.i.e 01/12/2017.
            For ACA,these employees termed in Jan and so they got 1095C form as system considers status change date for termination.
            As per the data in system,the codes are correct.

            *Note *: We are analyzing this issue as this may be system issue. Ideally we think that if any change is done from previous date i.e 12/31/2016,then status change date should also get updated by that date. In case, if issue is found, we will raise this issue to EDS team and update you on the same.

            For now,if required, please do 1095C correction of these employees.

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , Both these employees were termed on 01/12/2017.Their status change date is 01/12/2017. However,looking at their history their data got changed effective 12/31/2016.But Status change date remained same.i.e 01/12/2017. For ACA,these employees termed in Jan and so they got 1095C form as system considers status change date for termination. As per the data in system,the codes are correct. *Note *: We are analyzing this issue as this may be system issue. Ideally we think that if any change is done from previous date i.e 12/31/2016,then status change date should also get updated by that date. In case, if issue is found, we will raise this issue to EDS team and update you on the same. For now,if required, please do 1095C correction of these employees.
            ramya.tantry Ramya Tantry (Inactive) logged work - 25/Jan/18 07:06 AM
            • Time Spent:
              2h
               

              Discussion and analysis
              draft reply

            ramya.tantry Ramya Tantry (Inactive) made changes -
            Time Spent 4.75h [ 17100 ] 6.75h [ 24300 ]
            Worklog Id 101944 [ 101944 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Ramya Tantry [ ramya.tantry ] Jennifer Leugers [ jennifer.leugers ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment - - edited

            All this is definitely a system issue - if I terminated someone in March 2018 but I term them back to 12.31.2017, they were never an employee for 2018 and should not get a form. Please look into this further. I did change them to 1H / 2A and they were removed from the latest run.

            Show
            jennifer.leugers Jennifer Leugers added a comment - - edited All this is definitely a system issue - if I terminated someone in March 2018 but I term them back to 12.31.2017, they were never an employee for 2018 and should not get a form. Please look into this further. I did change them to 1H / 2A and they were removed from the latest run.
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Ramya Tantry [ ramya.tantry ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Assignee Ramya Tantry [ ramya.tantry ] Revansiddha Gaur [ revansiddha.gaur ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            Hide
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have created the JIRA ticket WT-13196 for the mentioned issue.

            Thanks,
            Revan

            CC- Satya, Samir, Nandkumar Prabhakar Karlekar, Ramya Tantry, Smita Pawar, Sachin Hingole

            Show
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment - Hi Jennifer Leugers , We have created the JIRA ticket WT-13196 for the mentioned issue. Thanks, Revan CC- Satya , Samir , Nandkumar Prabhakar Karlekar , Ramya Tantry , Smita Pawar , Sachin Hingole
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Assignee Revansiddha Gaur [ revansiddha.gaur ] Jennifer Leugers [ jennifer.leugers ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            revansiddha.gaur Revansiddha Gaur (Inactive) logged work - 28/Jan/18 10:00 PM
            • Time Spent:
              1h
               

              Discussion with team member for the JIRA & attached the created JIRA in reply.

            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Time Spent 6.75h [ 24300 ] 7.75h [ 27900 ]
            Worklog Id 102196 [ 102196 ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - question on the SSN as well. We've gotten a couple requests to have the socials masked on the forms. Is that a possibility?

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - question on the SSN as well. We've gotten a couple requests to have the socials masked on the forms. Is that a possibility?
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Revansiddha Gaur [ revansiddha.gaur ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Revansiddha Gaur [ revansiddha.gaur ] Ramya Tantry [ ramya.tantry ]
            ramya.tantry Ramya Tantry (Inactive) logged work - 12/Feb/18 12:59 PM
            • Time Spent:
              3h
               

              Analysis and discussion
              report run and verification
              draft reply

            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have made changes from backend in 1095C processing to mask SSN for forms, but not for IRS submission.For IRS submission,if this run is used,then whole SSN will be visible.But for employees,SSN will be masked on forms.
            Masked SSN forms can be provided to employees but while submitting to IRS SSN should not be masked.
            Please refer latest run for forms with Masked SSN.

            Please let us know,which all companies request for masked SSN so that we can consider this for learning and can be implemented for next year.

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , We have made changes from backend in 1095C processing to mask SSN for forms, but not for IRS submission.For IRS submission,if this run is used,then whole SSN will be visible.But for employees,SSN will be masked on forms. Masked SSN forms can be provided to employees but while submitting to IRS SSN should not be masked. Please refer latest run for forms with Masked SSN. Please let us know,which all companies request for masked SSN so that we can consider this for learning and can be implemented for next year.
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Ramya Tantry [ ramya.tantry ] Jennifer Leugers [ jennifer.leugers ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Time Spent 7.75h [ 27900 ] 10.75h [ 38700 ]
            Worklog Id 104187 [ 104187 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Component/s ACA [ 10004 ]
            Description NA
            Key WT-12543 WB-49
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 59223 ] WB - Workterra BenAdmin Support workflow [ 64843 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Key WB-49 WT-13528
            Project Workterra BenAdmin [ 11501 ] WORKTERRA [ 10000 ]
            Workflow WB - Workterra BenAdmin Support workflow [ 64843 ] WT_Support [ 65280 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] Open [ 1 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Key WT-13528 WB-361
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 65280 ] WB - Workterra BenAdmin Support workflow [ 65404 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Status Open [ 1 ] In Development [ 10007 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Status In Development [ 10007 ] Waiting for Input [ 11502 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Workflow WB - Workterra BenAdmin Support workflow [ 65404 ] 0803 Copy of WB - Workterra BenAdmin Support workflow [ 65945 ]
            Hide
            Prashant.samal Prashant Samal (Inactive) added a comment -

            Closing this ticket

            Show
            Prashant.samal Prashant Samal (Inactive) added a comment - Closing this ticket
            Prashant.samal Prashant Samal (Inactive) made changes -
            Resolution Done [ 10000 ]
            Status Waiting for Input [ 11502 ] Closed [ 6 ]
            Transition Time In Source Status Execution Times
            Smita Pawar (Inactive) made transition -
            Open In Progress
            19d 15m 1
            Revansiddha Gaur (Inactive) made transition -
            Waiting for Customer Input In Progress
            38d 23h 26m 1
            Revansiddha Gaur (Inactive) made transition -
            In Progress Waiting for Customer Input
            5m 32s 2
            Prashant Samal (Inactive) made transition -
            Waiting for Customer Input Open
            36d 19h 55m 1
            Prashant Samal (Inactive) made transition -
            Open In Development
            2m 27s 1
            Prashant Samal (Inactive) made transition -
            In Development Waiting for Input
            1m 59s 1
            Prashant Samal (Inactive) made transition -
            Waiting for Input Closed
            48d 22h 13m 1

              People

              Assignee:
              jennifer.leugers Jennifer Leugers
              Reporter:
              smita.pawar Smita Pawar (Inactive)
              Account Executive:
              Debbie Kulling
              Votes:
              0 Vote for this issue
              Watchers:
              8 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - 2h Original Estimate - 2h
                  2h
                  Remaining:
                  Remaining Estimate - 0h
                  0h
                  Logged:
                  Time Spent - 10.75h
                  10.75h