Details

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

      Description

      NA

        Attachments

          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 ] Alecto Healthcare [ 10406 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Account Executive Kevin Walker [ kwalker ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            1095C for WNJ is ready to run. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - 1095C for WNJ is ready to run. Thanks!
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Sachin Hingole [ sachin.hingole ]
            Status Open [ 1 ] In Progress [ 3 ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Attachment IRS 1095-C_WNJ_Checklist.xls [ 70756 ]
            Hide
            sachin.hingole Sachin Hingole (Inactive) added a comment -

            We have run "1095C for WNJ" 1095C report, find attached check list IRS 1095-C_WNJ_Checklist.xls for more details.
            Please refer latest run of "1095C for WNJ" report for verification.

            Show
            sachin.hingole Sachin Hingole (Inactive) added a comment - We have run "1095C for WNJ" 1095C report, find attached check list IRS 1095-C_WNJ_Checklist.xls for more details. Please refer latest run of "1095C for WNJ" report for verification.
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Assignee Sachin Hingole [ sachin.hingole ] Jennifer Leugers [ jennifer.leugers ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            sachin.hingole Sachin Hingole (Inactive) logged work - 26/Dec/17 01:04 PM
            • Time Spent:
              0.75h
               
              <No comment>
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Remaining Estimate 0h [ 0 ]
            Time Spent 0.75h [ 2700 ]
            Worklog Id 97883 [ 97883 ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Client has approved their forms and corrected the applicable records; please re-run their forms. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Client has approved their forms and corrected the applicable records; please re-run their forms. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Sachin Hingole [ sachin.hingole ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            sachin.hingole Sachin Hingole (Inactive) logged work - 09/Jan/18 09:52 AM
            • Time Spent:
              1h
               
              <No comment>
            Hide
            sachin.hingole Sachin Hingole (Inactive) added a comment -

            Hi Jennifer Leugers,

            We re-run "1095C for WNJ" reports from WNJ production. Please refer latest run (Run Date : 1/9/2018 12:49:00 AM) for verification.

            Thanks,
            Sachin Hingole

            Smita Pawar Ramya Tantry

            Show
            sachin.hingole Sachin Hingole (Inactive) added a comment - Hi Jennifer Leugers , We re-run "1095C for WNJ" reports from WNJ production. Please refer latest run (Run Date : 1/9/2018 12:49:00 AM) for verification. Thanks, Sachin Hingole Smita Pawar Ramya Tantry
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Assignee Sachin Hingole [ sachin.hingole ] Jennifer Leugers [ jennifer.leugers ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Time Spent 0.75h [ 2700 ] 1.75h [ 6300 ]
            Worklog Id 99733 [ 99733 ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - for clients who have approved their forms and are ready for their 1094Cs, please advise the criteria for first name, last name, address, etc. for the file (i.e. the # of characters). Also, for the dummy socials, if the client doesn't have the social, can they leave as is and just let it err out with the IRS or can they remove the social and use the DOB? Please advise on both. Are we ready to start running the 1094s for those clients who have forms finalized?

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - for clients who have approved their forms and are ready for their 1094Cs, please advise the criteria for first name, last name, address, etc. for the file (i.e. the # of characters). Also, for the dummy socials, if the client doesn't have the social, can they leave as is and just let it err out with the IRS or can they remove the social and use the DOB? Please advise on both. Are we ready to start running the 1094s for those clients who have forms finalized?
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Sachin Hingole [ sachin.hingole ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Assignee Sachin Hingole [ sachin.hingole ] Smita Pawar [ smita.pawar ]
            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment - - edited

            Hi Jennifer Leugers,

            The # of characters for the files are as follows:

            Field Number of Characters
            First Name 20
            Middle Name 20
            Last Name 20
            Address Line 1 and Line 2 35
            Suffix Name 20
            Business Name Line 1 and Line 2 75
            City Name 22
            Zip 5 digits

            Let me know in case you need additional information other than these.

            If the Client does not have SSN,it is better to remove them and re- run the forms because if IRS will give schema error if uploaded with dummy SSN.
            If SSN is removed ,then system will consider DOB automatically.

            You can start running 1094C forms for the clients whose drafts are approved.

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - - edited Hi Jennifer Leugers , The # of characters for the files are as follows: Field Number of Characters First Name 20 Middle Name 20 Last Name 20 Address Line 1 and Line 2 35 Suffix Name 20 Business Name Line 1 and Line 2 75 City Name 22 Zip 5 digits Let me know in case you need additional information other than these. If the Client does not have SSN,it is better to remove them and re- run the forms because if IRS will give schema error if uploaded with dummy SSN. If SSN is removed ,then system will consider DOB automatically. You can start running 1094C forms for the clients whose drafts are approved.
            ramya.tantry Ramya Tantry (Inactive) logged work - 25/Jan/18 10:33 AM
            • Time Spent:
              1h
               

              Analysis and Draft reply

            ramya.tantry Ramya Tantry (Inactive) made changes -
            Time Spent 1.75h [ 6300 ] 2.75h [ 9900 ]
            Worklog Id 102011 [ 102011 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status In Progress [ 3 ] Open [ 1 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status Open [ 1 ] Waiting for Customer Input [ 10500 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Attachment WNJ_ComparisonReport.xls [ 72873 ]
            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Hi Jennifer Leugers,

            Further to the analysis of scenario that we asked you in LHP-Bay County Jira( WT-12503 ) about 1K, we scanned all production companies which have condition of cost less than FPL cost,line 14 code is 1A and minimum cost plan is conditional offer.
            This is one of the affected companies and we have re-run the report.
            Please refer to the latest run for verification.

            We have compared the run with previous run and only change in the report is the change from 1A to 1K.
            We have attached comparison report as it was getting timed out from UI. WNJ_ComparisonReport.xls .Password is the standard convention.

            CC:Nandkumar Prabhakar Karlekar,Smita Pawar,Revansiddha Gaur

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , Further to the analysis of scenario that we asked you in LHP-Bay County Jira( WT-12503 ) about 1K, we scanned all production companies which have condition of cost less than FPL cost,line 14 code is 1A and minimum cost plan is conditional offer. This is one of the affected companies and we have re-run the report. Please refer to the latest run for verification. We have compared the run with previous run and only change in the report is the change from 1A to 1K. We have attached comparison report as it was getting timed out from UI. WNJ_ComparisonReport.xls .Password is the standard convention. CC: Nandkumar Prabhakar Karlekar , Smita Pawar , Revansiddha Gaur
            ramya.tantry Ramya Tantry (Inactive) logged work - 05/Feb/18 12:53 PM
            • Time Spent:
              0.75h
               

              report run and analysis
              comparison report

            ramya.tantry Ramya Tantry (Inactive) made changes -
            Time Spent 2.75h [ 9900 ] 3.5h [ 12600 ]
            Worklog Id 103411 [ 103411 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Component/s ACA [ 10004 ]
            Description NA
            Key WT-12529 WB-121
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 59205 ] WB - Workterra BenAdmin Support workflow [ 64915 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Key WB-121 WT-13600
            Project Workterra BenAdmin [ 11501 ] WORKTERRA [ 10000 ]
            Workflow WB - Workterra BenAdmin Support workflow [ 64915 ] WT_Support [ 65352 ]
            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-13600 WB-433
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 65352 ] WB - Workterra BenAdmin Support workflow [ 65476 ]
            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 [ 65476 ] 0803 Copy of WB - Workterra BenAdmin Support workflow [ 66009 ]
            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
            Sachin Hingole (Inactive) made transition -
            Open In Progress
            25d 1h 51m 1
            Sachin Hingole (Inactive) made transition -
            In Progress Waiting for Customer Input
            2h 10m 2
            Sachin Hingole (Inactive) made transition -
            Waiting for Customer Input In Progress
            29d 15h 35m 2
            Ramya Tantry (Inactive) made transition -
            In Progress Open
            5h 35m 1
            Ramya Tantry (Inactive) made transition -
            Open Waiting for Customer Input
            34s 1
            Prashant Samal (Inactive) made transition -
            Waiting for Customer Input Open
            39d 19h 9m 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:
              Kevin Walker (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              8 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

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