1095C for Bay County is ready to run. Thanks.

Hi Jennifer Leugers,

This group has been run. Please refer latest run dated "12/13/2017 10:10:27 PM" for verification.

Observations : -
1) MEC Indicator for Sept - Dec is marked NO under Analytics Reports.

Getting a server error when trying to download this report. Please check into this. Thanks!

FYI I was able to run it in Chrome.

Hi Jennifer Leugers,

We have tested this on Chrome,Firefox,IE browsers and it is working fine. We are able to download the file.

CC Ramya Tantry Nandkumar Prabhakar Karlekar Smita Pawar

FYI - received the same server error for County of Lake in Chrome and it keeps getting "interrupted" in IE. There is definitely an issue when I'm doing these all day ... something happens with the system.

Actually now getting the server error for COL in both IE and Chrome. Cannot get it to download. just including on this ticket as there is something that happens that needs to be looked into.

Hi Jennifer Leugers,

For time being we have uploaded the COL zip file on EBS FTP Server. Path - /users/workterraaca/_Tax Year 2017/County of Lake
We have also tested this by connecting to the EBS network, but still we were not able to reproduce the issue.
Please let us know which version of IE & Chrome you are using so that we can look into it further.

CC Nandkumar Prabhakar Karlekar Ramya Tantry Smita Pawar

Hi all - this happened to me this morning for El Dorado. This was the first report I tried to run today. Tried to download it in IE11 but it keeps getting "interrupted" and then when I tried it in Chrome, I get the server error.

Hi Jennifer Leugers,

We tried downloading the file for El Dorado but were not able to reproduce this issue. We have uploaded the zip file on EBS FTP Server, you can download it from there. Path - /users/workterraaca/_Tax Year 2017/El Dorado
Please let us know if you are facing this issue on every company or for specific companies. If it is related to some companies then we will upload those companies zip file on EBS FTP Server.
We again tried on this on EBS network, but its was not reproducible.

CC Nandkumar Prabhakar Karlekar Ramya Tantry Smita Pawar

Hi all - attached is a file for employees who need to be changed from part-time or per diem to full time in WORKTERRA as of the date in column H. Can you please load this file and then re-run all of the LHP forms (all nine EINs)? Password on the zip file is the standard and the password on the Excel doc is LHP2017!

Hi Jennifer Leugers,

We manually imported the file you provided on HSPL company and made some changes in query to furnish the report accordingly. We have considered the first of following month of effective date provided.
Example -
Employee Name : KELLY-JO KUCZYNSKI
Effective Date - 2017-03-19
Report - Bay County
Before Changes
Codes - Jan-Dec : 1G
Employee Eligibility Status - Jan - Dec : Part Time
After changes -
Codes = Jan - March 1H/Blank , April - 1A/2H, May - Dec 1A/2C
Employee Eligibility Status - Jan-March :Part Time | April - Dec : Full Time

Let us know if this is expected.

Need your confirmation to do the same on main company with following
Should we consider the employee as full time from the Effective date provided or from its first of following month.

Hi all - why wouldn't January through March be 1H/2B since they are part-time and April be 1H/2D since they are FT but in their waiting period?

Hi Jennifer Leugers

We observed multiple scenarios while making Part time to full time changes.

1. Some of the EE's do not have offer while they were in Part time.So 1H/Blank will be displayed for them.2B will not be displayed as 2B will only be entered if the EE is part time and had offer.
2. We are showing 1H/2D only for the month in which they were effective(as per the new effective date given in the excel sheet).We cannot apply new-hire /re hire rules for calculating waiting period as per the new effective date as this data is not in the system to calculate waiting period.
For eg : if an EE's effective date is 02/19/2017, then 1H/2D will be displayed only for Feb month.
3. We observed that due to employee status change from part time to full time some of the employees were getting 1H/2C. 1H because none of the 1 series codes were applicable due to part time status and 2C because they were enrolled in ACA medical plan.We have replaced 1H/2C with 1H/blank. eg: BRITTANY A GOODMAN,

We have re-run all 9 EIN's reports. Please refer latest run for verification.

Hi all - is there a way that we can have it be 1H/2D for all of the months in which they were PT rather than 1H/blank? I know I can do it from the UI but there are going to be a ton to need to be changed so I'm hoping there is a way we can do that from the back end. Please let me know. Thanks!

Hi Jennifer Leugers,

We have extracted the data based on Line 14 Code 1H and Line 16 Code BLANK for PART-TIME employee & generated the sheet for 1H/2D to import the part2 correction. So here we are requesting you to please verify and approve to import the part2 correction on main company.

Correction Sheet: WT12503_LHP_BAY_COUNTY_ONLYPART2_FROM_1H_BLNKTO_1H_2D_PT.xls

Password is mailing to you.

Thanks,
Revan

Awesome. This is correct. Please proceed. Thank you!

Hi Sachin Hingole,

I have imported the corrections. Please proceed to run the correction file.

Thanks,
Revan

Hi Jennifer Leugers,

We re-run "1095C for Bay County" from LHP production.
Please refer latest run (Run Date - 1/18/2018 1:24:05 PM) for review.

Thanks,
Sachin Hingole

Hi all - were all the EINs run? This affected all of the LHP groups.

Hi Jennifer Leugers,

Correction were done only for LHP bay county report, so we run bay county 1095C report.

Thanks,
Sachin Hingole

Hi Jennifer Leugers,

As per your request,we have made code changes to show 1H/2D for employees who are part time and have codes 1H/Blank across all EIN's.
We have re-run all the reports.Please refer latest run for verification.
In comparison with the last run,the only change were 1H/2D codes for the employees who are part time and had codes 1H/Blank.

NOTE: There are some employees who have got 1H/2D for whole 12 months as they are part time and had codes 1H/blank.
Ideally,if an employee is not ACA-FT during any month in 2017, he would not receive a 1095C in 2017.
Please find the attached list of employees who have 1H-2D for all 12 months. 1H-2DFor12MonthsEEList.xls
The excel sheet contains EE list, report wise.There are 7 sheets in the excel. 2 reports didn't had any such records.
Password is as per the convention conveyed.
In-case these employees where to be excluded, all reports need to be re-run.

For most of the EIN's, MEC indicator for some of the months is coming up as NO. Please re-confirm.

CC:Revansiddha Gaur,Smita Pawar,Nandkumar Prabhakar Karlekar

Hi all - made a few corrections through the UI; please re-run this group. Thanks!

Hi Jennifer Leugers,

We have rerun '1095C for Bay County' report.
Please refer latest run '1/25/2018 2:12:39 AM' to download report.

Thanks!

Hi all - the client changed some to a 1H in line 14 and left line 16 blank but it doesn't appear to be overwriting (the blank code). How can we fix this? What do we need to put on the corrections sheet to have it override the codes in 16 with the blanks the client is wanting?

Hi Jennifer Leugers,

For code validity purpose, we are not considering blank values in correction.This is done for the scenario where client has corrected codes for some of the months and wants system generated codes for some months.As client will not add any data for system generated codes in correction,these values are saved as NULL in Database so that those are not overwritten.

However,we can make changes in backend for this request.Please provide us with the employees whose data is to be corrected to 1H/blank with their month codes same as correction format. Keep line16 as blank.We will import these and furnish reports.

CC:Nandkumar Prabhakar Karlekar,Smita Pawar

Hi all - I didn't know! I've been sending the spreadsheets back to clients where they left items blank as I thought it would override the system so good to know. Their file is attached; if there are blanks, they want the blanks imported. Password on the zip file is standard; password when you open the zip is lhp2017!

Hi Jennifer Leugers,

We have imported and applied the correction and re -run all 9 EIN's.
However,while unit testing,we found one scenario and would like your advise.
Scenario: All the plans in this company have conditional offer, An employee is eligible to these plans.The minimum cost is $51.89. So would the employee have code 1A(cost less than FPL amount) or 1K(because of conditional offer).
eg: SCOTT TUCKER, CRISTAL VERA MEJIA
There are lot of employees with same scenario.
The parameters for determining 1A/1E and 1K are same.Only 1K has additional condition of conditional offer.
We think that in such scenario employee should get 1K as he has conditional offer and not 1A.Please let us know your views on this.

For your convenience,we have re-run the forms 2 times.
Please refer below run details in case you need only correction(1H/blank)

Please consider below run details in case you need correction(1H/blank) and 1K changes

The latest run contains correction(1H/blank) and 1K changes.
Note: For some of the EIN's ,there are some discrepancies related to Member SSN and MEC indicator for some of the months is NO.

CC:Nandkumar Prabhakar Karlekar,Smita Pawar,Revansiddha Gaur

I agree - should be 1K not 1A.

Hi all - we submitted the client's 1094s to the IRS but they would like for us to refile with all 12 months checked on their 1094.  How do we do a replacement file if the file was not rejected?  I need to do this for all of the LHP groups.  Thanks.

Debbie Kulling FYI

Also - could you please advise how we calculate the Yes / No in Part III?  A lot of clients are correcting that to Yes for all 12 months when our calculations are not showing that.

Hi Smita Pawar,

Please look into this and advise.

Hi Jennifer Leugers,

We can not submit Replacement file if submission file is not rejected by IRS.
You can correct 1094-C report and submit corrected submission files to IRS.

You can do changes to 1094-C report from '1094-C Correction screen'.
PFA screen for additional information.['1094-C correction']

Below mentioned is the process for calculating YES/NO in part III of 1094-C report .

In analysis report, filters can be applied to ACA 1095C Codes sheet to get the count details.

Total EE Count: Month- wise count of EE's who are employed for the whole month and Line 16 code does not contain 2E and 2A.

EE Count with Offer to Dependents: Month-wise count of EE's who are employed for the whole month and Line 16 code does not contain
2E,2A and 2D and Line 14 contains 1A,1E,1K and 1C as these codes represent offer to EE and dependents.

FTE Count: Month-wise count of EE's who are employed for the whole month and Line 16 code does not contain 2E,2A and 2D

If employer has provided minimum essential coverage to its 95%  of its full time employees, then MEC indicator will marked as YES for that month else it will get marked as No.

Let us know, if you need any additional information.

Thanks!!

Hi all - please look at August for 2017 for this EIN and I can't figure out how we came up with the #s or why we marked no.

Hi Jennifer Leugers,

We have scanned entire 2017 LHP 1095C reports for 1H/Blank records and found that 842 employees are full time and having 1H/blank codes as they are in 55 Ineligible class. These employees are having 1H/Blank for complete year. Also none of the medical plans are eligible for employees in class 55 Ineligible.

We have uploaded the Ineligible employee list on FTP on below path:
Path : /users/workterraaca/_Tax Year 2017/LHP

We have also audited 2015 records and please find the analysis attached here : Problem Analysis and possible solution.docx

Can you please schedule a call to discuss this if required.

CC:Nandkumar Prabhakar Karlekar,Samir,Bharti Satpute

Hi all - I don't understand the comments for 2015.  From reading over the ticket, it sounds like the 1H/2E changes were done in early March.  What was the scenario that you are saying wasn't completed on March 21?  With the statement that the implementation was done and the client was ready to run, I would have assumed the coding was completed.

Hi Jennifer Leugers

https://workterra.atlassian.net/browse/WT-886?focusedCommentId=20941&page=com.atlassian.jira.plugin.system.issuetabpanels%3Acomment-tabpanel#comment-20941

The finalized run is of 16 march 2016  but Chimane  had reopened this ticket on 19 march 2016  and development team was analyzing and confirming  the same but LHP Signed UAT so lena gave the submission go ahead. so the rest work is never completed. which is mentioned in chimane's comment.

What is our next step to solve this problem, Please share the plan if any in you mind.

Hi all - I'm trying to resubmit the files for LHP for 2017 with yes checked on all 12 months but the instructions above are not very clear.  Once I make the changes and re-run the 1094C form showing as Corrected, how do I run the XML?  I can't run it as a replacement and it is not the corrected run since wouldn't that only want the 1095Cs submitted that were in error?  Or is that what I want to do?

Hi Jennifer Leugers,

Once 1094C changes are done and forms are re-run,correction file need to be generated.
Please follow below process to get XML files
1. Go to ACA Customization-> ACA 1094C Corrections-> Select 1094C report-> Mark MEC Indicator of part III as Yes for all 12 months-> Save.
2. Go to IRS reports->Select 1094C report whose correction was done in above step-> Mark Form status as Corrected and Apply User Correction as Yes-> Run 1094C report and mark the latest run as finalized.
3. Go to IRS Submission-> Select IRS Submission whose 1094C run was done in above step and select transmission type as Correction-> click on Verify submission data
4. The XML file generated will contain only 1094C records as only 1094C run that was used is marked as corrected.

It is possible to submit 1094C/1095C records that did not erred out as correction.Only thing required is that these records need to be marked as corrected.

Additional details on where to use correction process is given in Publication 5156,Page 53.

PFA Screenshot

Hi all - we are still reviewing the feedback the client has received from the IRS for the 2015.  Could you please advise why we coded the two individuals with 2D? I updated Jira WT-886 as well.

Debbie Kulling

Shatoria Larry    Hired 3/2/5015 as 55-ineligible - Terminated 7/26/2016  1H/2D correct codes for March and April?  NOT UNION.  Why does she have a 2D

Linda Campbell Employee was 55-ineligible from date of hire 8/3/2015 employee was moved to Full time non physician on 10/4/2015.  Employee was enrolled in medical effective 1/1/2016 - current should Oct- Dec be 1E/2H since she was eligible for coverage?  In Aug and Sept 1H/2D and she was not eligible.  Her waiting period should have been Oct – Dec

Hi Jennifer Leugers,Debbie Kulling

We will provide the details of this on  19 April 2018 .

Thanks

Nandkumar

Hi Jennifer Leugers,

Please find below explanation for 2D
1. Shatoria Larry: Employee was new hire on 3/2/2015. So she was coded 2D for 2 months (i.e March-April) from date of hire as per new-re hire rules set on the company during 2016.She did not have any offer during 2015 and so was coded with 1H/blank.

2. Linda Campbell: Employee was new hire on 8/3/2015.Also as she was in 55 ineligible she did not have any offer till October.As she was employed in Aug,as per new hire/re-hire rules,she was coded 2D for Aug-Sept. She had coverage offer in later months and was coded accordingly.

System codes 2D based on employment/rehire date and not on class change(55 ineligible to Full time).

From Nandkumar's earlier comment, it is clear that 2015 files that got submitted were intermediate files.Dev team were analyzing the requirements that came from Chimane and at the same time UAT was received.So the required analysis did not happen and intermediate files got used for submission.

CC:Nandkumar Prabhakar Karlekar,Sachin Hingole