Details

    • Type: Support Activity
    • Status: Closed
    • Priority: Medium
    • Resolution: Done
    • Labels:
      None
    • Support Task Type:
      ACA IRS Report
    • Environment:
      Production
    • Company:
      SuperHeat FGH
    • 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 ] SuperHeat FGH [ 18436 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Account Executive lisa davison [ lisadavison ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            1095C for SuperHeat is ready to run. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - 1095C for SuperHeat is ready to run. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Attachment IRS 1095-C_SuperHeat_Checklist.xls [ 70755 ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Sachin Hingole [ sachin.hingole ]
            Status Open [ 1 ] In Progress [ 3 ]
            Hide
            sachin.hingole Sachin Hingole (Inactive) added a comment -

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

            Show
            sachin.hingole Sachin Hingole (Inactive) added a comment - We have run "1095C for SuperHeat" 1095C report, find attached check list IRS 1095-C_SuperHeat_Checklist.xls for more details. Please refer latest run of "1095C for SuperHeat" 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 97882 [ 97882 ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment - - edited

            Hi all - seeing the same issue with SuperHeat that we did with Mesquite with the double lines. Examples Luis Becerra, Cesar Carillo and Nathan Bialkoski. Any ideas why? I have other items I'm reviewing so please don't re-run the forms - but please let us know why this is happening. Also, there are some employees that have a blank on line 16 with a 1E on 14. Since this client uses W2 safe harbor I figured it was because there wasn't a salary loaded (which was the case for Nick James) but when I checked Merck (who also had blanks), she has a salary loaded. Please check into this as well.

            Show
            jennifer.leugers Jennifer Leugers added a comment - - edited Hi all - seeing the same issue with SuperHeat that we did with Mesquite with the double lines. Examples Luis Becerra, Cesar Carillo and Nathan Bialkoski. Any ideas why? I have other items I'm reviewing so please don't re-run the forms - but please let us know why this is happening. Also, there are some employees that have a blank on line 16 with a 1E on 14. Since this client uses W2 safe harbor I figured it was because there wasn't a salary loaded (which was the case for Nick James) but when I checked Merck (who also had blanks), she has a salary loaded. Please check into this as well.
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Sachin Hingole [ sachin.hingole ]
            Hide
            smita.pawar Smita Pawar (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have analysed Merck employees and observed that this employee is neither enrolled nor waived any
            medical plan. Employee is eligible for UHC Medical HSA Plan & UHC Medical PPO plans these two medical plans.
            EE cost of these plans are 263.14$ and 303.46$ respectively which is more than affodable cost for an employee [i.e '235.14$'].
            Hence only 1E cost is reflecting on report.

            Employees with Multiple lines : This does occur for some of the employees,but this does not affect any codes nor it is updated anywhere in the system. This comes only in analysis report. 1095 C Reports are not affected by this.
            We have added this in our learning( WT-12408 NEW REQUEST ) and will analyze it further after the execution.

            Thanks,
            Smita

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , We have analysed Merck employees and observed that this employee is neither enrolled nor waived any medical plan. Employee is eligible for UHC Medical HSA Plan & UHC Medical PPO plans these two medical plans. EE cost of these plans are 263.14$ and 303.46$ respectively which is more than affodable cost for an employee [i.e '235.14$'] . Hence only 1E cost is reflecting on report. Employees with Multiple lines : This does occur for some of the employees,but this does not affect any codes nor it is updated anywhere in the system. This comes only in analysis report. 1095 C Reports are not affected by this. We have added this in our learning( WT-12408 NEW REQUEST ) and will analyze it further after the execution. Thanks, Smita
            smita.pawar Smita Pawar (Inactive) logged work - 04/Jan/18 01:40 PM
            • Time Spent:
              1.5h
               

              Analysis
              Jira updates
              Draft

            smita.pawar Smita Pawar (Inactive) made changes -
            Time Spent 0.75h [ 2700 ] 2.25h [ 8100 ]
            Worklog Id 99388 [ 99388 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Sachin Hingole [ sachin.hingole ] Jennifer Leugers [ jennifer.leugers ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - why is the cost of $303.46 showing up? Example Jerry Shultz.

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - why is the cost of $303.46 showing up? Example Jerry Shultz.
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Hi Jennifer Leugers,

            Jerry Shultz : This employee is terminated in May.This Employee had multiple medical offers of costs $263.14 and $303.46.As he was terminated in May,offer of plan with cost $263.14 got termed.For the month of May,he was enrolled in plan(UHC Medical PPO) whose cost is $303.46. Since this is the only plan which was offered to him for the whole month,$303.14 is shown in May month.

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , Jerry Shultz : This employee is terminated in May.This Employee had multiple medical offers of costs $263.14 and $303.46.As he was terminated in May,offer of plan with cost $263.14 got termed.For the month of May,he was enrolled in plan(UHC Medical PPO) whose cost is $303.46. Since this is the only plan which was offered to him for the whole month,$303.14 is shown in May month.
            ramya.tantry Ramya Tantry (Inactive) logged work - 10/Jan/18 06:36 AM
            • Time Spent:
              1h
               

              Analysis and draft reply

            ramya.tantry Ramya Tantry (Inactive) made changes -
            Time Spent 2.25h [ 8100 ] 3.25h [ 11700 ]
            Worklog Id 99838 [ 99838 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Why does the analysis say No for was terminated in the month?

            Show
            jennifer.leugers Jennifer Leugers added a comment - Why does the analysis say No for was terminated in the month?
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Ramya Tantry [ ramya.tantry ]
            ramya.tantry Ramya Tantry (Inactive) logged work - 11/Jan/18 05:14 AM
            • Time Spent:
              0.5h
               

              Analysis and draft reply.

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

            Hi Jennifer Leugers,

            For Jerry Shultz : From his Employee history,he was terminated effective May but his status change date for termination is June(06/26/2017). So system considers status change date for Terminated in Month flag. Analysis report shows is Terminated In Month marked for June not for May.

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , For Jerry Shultz : From his Employee history,he was terminated effective May but his status change date for termination is June(06/26/2017). So system considers status change date for Terminated in Month flag. Analysis report shows is Terminated In Month marked for June not for May.
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Time Spent 3.25h [ 11700 ] 3.75h [ 13500 ]
            Worklog Id 99963 [ 99963 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Ramya Tantry [ ramya.tantry ] Jennifer Leugers [ jennifer.leugers ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - I changed the customization and uploaded some corrections; please re-run their forms. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - I changed the customization and uploaded some corrections; please re-run their forms. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Revansiddha Gaur [ revansiddha.gaur ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            Hide
            sachin.hingole Sachin Hingole (Inactive) added a comment -

            Hi Jennifer Leugers

            We re-run "1095C for SuperHeat" from SuperHeat FGH production company.
            please refer latest run (Run Date - 1/17/2018 11:14:05 AM) for review.

            Observation - Line 22(1094C) : A.Qualifying Offer Method = No and D.98% Offer Method = No

            Thanks,
            Sachin Hingole

            Show
            sachin.hingole Sachin Hingole (Inactive) added a comment - Hi Jennifer Leugers We re-run "1095C for SuperHeat" from SuperHeat FGH production company. please refer latest run (Run Date - 1/17/2018 11:14:05 AM) for review. Observation - Line 22(1094C) : A.Qualifying Offer Method = No and D.98% Offer Method = No Thanks, Sachin Hingole
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Assignee Revansiddha Gaur [ revansiddha.gaur ] Jennifer Leugers [ jennifer.leugers ]
            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 - why is January showing a different amount than all of the other amounts for the other months? I overrode the costs in the customization but for whatever reason January is not updating.

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - why is January showing a different amount than all of the other amounts for the other months? I overrode the costs in the customization but for whatever reason January is not updating.
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            smita.pawar Smita Pawar (Inactive) logged work - 23/Jan/18 11:37 AM - edited
            • Time Spent:
              3h
               

              Internal discussion
              Analysis
              Draft
              Reply

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

            Hi Jennifer Leugers,

            We have verified same at our end and found that code correction is done for most of the employees.
            On Code correction screen, there is some different cost for Jan month for those employees and that is reflecting on 1095-C report

            Verified employees are as follows.
            1.Russell Aulwurm
            2.James Higman
            3.Russell Aulwurm
            4.OUIS PRESCOTT
            5.Noe Alvarez

            Please let us know if you need any additional information.

            Thanks!

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , We have verified same at our end and found that code correction is done for most of the employees. On Code correction screen, there is some different cost for Jan month for those employees and that is reflecting on 1095-C report Verified employees are as follows. 1.Russell Aulwurm 2.James Higman 3.Russell Aulwurm 4.OUIS PRESCOTT 5.Noe Alvarez Please let us know if you need any additional information. Thanks!
            smita.pawar Smita Pawar (Inactive) made changes -
            Time Spent 3.75h [ 13500 ] 6.25h [ 22500 ]
            Worklog Id 101567 [ 101567 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Time Spent 6.25h [ 22500 ] 6.75h [ 24300 ]
            Worklog Id 101567 [ 101567 ]
            ramya.tantry Ramya Tantry (Inactive) logged work - 23/Jan/18 03:52 PM
            • Time Spent:
              0.75h
               

              Analysis and discussion with Smita

            ramya.tantry Ramya Tantry (Inactive) made changes -
            Time Spent 6.75h [ 24300 ] 7.5h [ 27000 ]
            Worklog Id 101697 [ 101697 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Component/s ACA [ 10004 ]
            Description NA
            Key WT-12556 WB-128
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 59240 ] WB - Workterra BenAdmin Support workflow [ 64922 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Key WB-128 WT-13607
            Project Workterra BenAdmin [ 11501 ] WORKTERRA [ 10000 ]
            Workflow WB - Workterra BenAdmin Support workflow [ 64922 ] WT_Support [ 65359 ]
            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-13607 WB-440
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 65359 ] WB - Workterra BenAdmin Support workflow [ 65483 ]
            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 [ 65483 ] 0803 Copy of WB - Workterra BenAdmin Support workflow [ 65976 ]
            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 40m 1
            Sachin Hingole (Inactive) made transition -
            Waiting for Customer Input In Progress
            22d 6h 31m 1
            Sachin Hingole (Inactive) made transition -
            In Progress Waiting for Customer Input
            10m 42s 2
            Prashant Samal (Inactive) made transition -
            Waiting for Customer Input Open
            47d 11h 51m 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:
              lisa davison
              Votes:
              0 Vote for this issue
              Watchers:
              8 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

                  Time Tracking

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                  Remaining:
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                  Logged:
                  Time Spent - 7.5h
                  7.5h