Workterra BenAdminProject Type: business

Workterra BenAdmin

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  1. Workterra BenAdmin
  2. WB-378

ACA_2018_MATT

    Details

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

      Description

      NA

        Attachments

          Issue Links

          clones

          Support Activity - Support Activity WB-418 ACA Execution 2018

          • Medium - Has the potential to affect progress.
          • Closed

            Activity

            Ascending order - Click to sort in descending order
            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 ] MATT [ 13607 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Account Executive Kristi Smith [ kristi.smith ]
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            1095C for Matt is ready to run. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - 1095C for Matt is ready to run. Thanks!
            kumar.chhajed Kumar Chhajed (Inactive) made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Kumar Chhajed [ kumar.chhajed ]
            kumar.chhajed Kumar Chhajed (Inactive) made changes -
            Status Open [ 1 ] In Progress [ 3 ]
            Hide
            Permalink
            kumar.chhajed Kumar Chhajed (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have run this group. Please find latest run "12/26/2017 2:10:48 AM" for verification.

            Show
            kumar.chhajed Kumar Chhajed (Inactive) added a comment - Hi Jennifer Leugers , We have run this group. Please find latest run "12/26/2017 2:10:48 AM" for verification.
            kumar.chhajed Kumar Chhajed (Inactive) made changes -
            Assignee Kumar Chhajed [ kumar.chhajed ] Jennifer Leugers [ jennifer.leugers ]
            kumar.chhajed Kumar Chhajed (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            kumar.chhajed Kumar Chhajed (Inactive) made changes -
            Remaining Estimate 0h [ 0 ]
            Time Spent 0.5h [ 1800 ]
            Worklog Id 97796 [ 97796 ]
            Permalink
            kumar.chhajed Kumar Chhajed (Inactive) logged work - 26/Dec/17 02:22 PM
            • Time Spent:
              0.5h
               

              Run Report
              Analysis
              Draft reply

            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - the client has approved their draft forms; please run their final. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - the client has approved their draft forms; please run their final. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Kumar Chhajed [ kumar.chhajed ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Kumar Chhajed [ kumar.chhajed ] Smita Pawar [ smita.pawar ]
            Permalink
            smita.pawar Smita Pawar (Inactive) logged work - 11/Jan/18 11:08 AM
            • Time Spent:
              0.75h
               

              Report rerun
              Verification
              Discussion

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

            Hi Jennifer,

            We have re-run '1095C for Matt' report
            Please refer latest run '1/11/2018 1:07:37 AM' to download.

            Thanks!!!

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer, We have re-run '1095C for Matt' report Please refer latest run '1/11/2018 1:07:37 AM' to download. Thanks!!!
            smita.pawar Smita Pawar (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Time Spent 0.5h [ 1800 ] 1.25h [ 4500 ]
            Worklog Id 100013 [ 100013 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - client customization changed to show as fully insured; please re-run forms. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - client customization changed to show as fully insured; please re-run forms. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            Permalink
            smita.pawar Smita Pawar (Inactive) logged work - 16/Jan/18 08:13 AM
            • Time Spent:
              0.25h
               

              Draft
              Report Rerun
              Verification

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

            Hi Jennifer Leugers,

            We have re run Report '1095C for Matt'.
            Please refer latest run '1/16/2018 12:09:27' AM to download.

            Thanks!

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , We have re run Report '1095C for Matt'. Please refer latest run '1/16/2018 12:09:27' AM to download. Thanks!
            smita.pawar Smita Pawar (Inactive) made changes -
            Time Spent 1.25h [ 4500 ] 1.5h [ 5400 ]
            Worklog Id 100541 [ 100541 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Status In Progress [ 3 ] Open [ 1 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Status Open [ 1 ] Waiting for Customer Input [ 10500 ]
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - client stated that they were self-insured since 7.1.17 so I marked just the new plans for self insured and the others not. The Broker thinks that because they were self insured for part of the year, we need to list dependent coverage for the entire year. Could you please advise?

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - client stated that they were self-insured since 7.1.17 so I marked just the new plans for self insured and the others not. The Broker thinks that because they were self insured for part of the year, we need to list dependent coverage for the entire year. Could you please advise?
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Revansiddha Gaur [ revansiddha.gaur ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            Hide
            Permalink
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment -

            Hi Jennifer Leugers,

            This can be achieved using 1095 C corrections (either import or UI). But we need to find out the dependents who all are enrolled in self insured medical plans and correct them for entire year. Also we have to make sure that if dependents are marked on Part 3 then employee's line no 16 code must be 2C for the entire year.

            Thanks,
            Revan

            Show
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment - Hi Jennifer Leugers , This can be achieved using 1095 C corrections (either import or UI). But we need to find out the dependents who all are enrolled in self insured medical plans and correct them for entire year. Also we have to make sure that if dependents are marked on Part 3 then employee's line no 16 code must be 2C for the entire year. Thanks, Revan
            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 ]
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - the dependents are in the system so I think if I check all plans as self insured they will show. The question I'm asking is if the client is self insured for part of the year, do they have to show the dependent coverage for the entire year on the 1095C forms or just the time when they were self insured.

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - the dependents are in the system so I think if I check all plans as self insured they will show. The question I'm asking is if the client is self insured for part of the year, do they have to show the dependent coverage for the entire year on the 1095C forms or just the time when they were self insured.
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Revansiddha Gaur [ revansiddha.gaur ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            Hide
            Permalink
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have to show the dependent coverage for just the time when they were self insured only.

            Thanks,
            Revan

            Show
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment - Hi Jennifer Leugers , We have to show the dependent coverage for just the time when they were self insured only. Thanks, Revan
            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 ]
            Permalink
            revansiddha.gaur Revansiddha Gaur (Inactive) logged work - 17/Jan/18 10:00 PM - edited
            • Time Spent:
              0.5h
               

              Replied to query.

            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Time Spent 1.5h [ 5400 ] 2h [ 7200 ]
            Worklog Id 101025 [ 101025 ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Worklog Id 101025 [ 101025 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Component/s ACA [ 10004 ]
            Description NA
            Key WT-12548 WB-65
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 59229 ] WB - Workterra BenAdmin Support workflow [ 64859 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Key WB-65 WT-13545
            Project Workterra BenAdmin [ 11501 ] WORKTERRA [ 10000 ]
            Workflow WB - Workterra BenAdmin Support workflow [ 64859 ] WT_Support [ 65297 ]
            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-13545 WB-378
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 65297 ] WB - Workterra BenAdmin Support workflow [ 65421 ]
            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 [ 65421 ] 0803 Copy of WB - Workterra BenAdmin Support workflow [ 66018 ]
            Hide
            Permalink
            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
            Kumar Chhajed (Inactive) made transition -
            Open In Progress
            		24d 22h 27m 1
            Smita Pawar (Inactive) made transition -
            In Progress Open
            		5m 27s 1
            Smita Pawar (Inactive) made transition -
            Open Waiting for Customer Input
            		2h 5m 1
            Revansiddha Gaur (Inactive) made transition -
            Waiting for Customer Input In Progress
            		22d 4h 31m 4
            Revansiddha Gaur (Inactive) made transition -
            In Progress Waiting for Customer Input
            		1h 23m 4
            Prashant Samal (Inactive) made transition -
            Waiting for Customer Input Open
            		47d 12h 59m 1
            Prashant Samal (Inactive) made transition -
            Open In Development
            		2m 26s 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:
              Kristi Smith (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              8 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

                  Time Tracking

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