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  1. WORKTERRA
  2. WT-2651

SDRMA - OTAY 1095c corrections

    Details

    • Type: Support Activity
    • Status: Resolved
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: ACA
    • Labels:
      None
    • Support Task Type:
      ACA Historical Data Load
    • Environment:
      Production
    • Reported by:
      Support
    • Company:
      SDRMA
    • Module:
      BenAdmin

      Description

      SDRMA - OTAY 1095c corrections per client instructions.

      Password to follow

        Attachments

          Activity

          Hide
          cfinocchio Chris Finocchio (Inactive) added a comment -

          Nandkumar Prabhakar Karlekar
          Ashley Marra

          Changes to 1095c per client instructions. See attached spreadsheet.

          Show
          cfinocchio Chris Finocchio (Inactive) added a comment - Nandkumar Prabhakar Karlekar Ashley Marra Changes to 1095c per client instructions. See attached spreadsheet.
          Hide
          cfinocchio Chris Finocchio (Inactive) added a comment -

          Nandkumar Prabhakar Karlekar
          Ashley Marra

          Note: D Munoz - is not an employee, but a dependent of a retired employee. When he retired in 7/31/12 she went on COBRA until 7/1/2015. Can we produce a 1095b form for her?

          Show
          cfinocchio Chris Finocchio (Inactive) added a comment - Nandkumar Prabhakar Karlekar Ashley Marra Note: D Munoz - is not an employee, but a dependent of a retired employee. When he retired in 7/31/12 she went on COBRA until 7/1/2015. Can we produce a 1095b form for her?
          Hide
          ramya.tantry Ramya Tantry (Inactive) added a comment -

          Hi Chris Finocchio,Ashley Marra,Nandkumar Prabhakar Karlekar

          Corrections to the requested employees are done and "1095C Otay Water District" report has been re-run.
          Please verify with latest run dated 05/24/2016 05:32 AM.

          D Munoz is added as employee so she will get 1095C form as she satisfies the eligibility rule. In case if client does not want 1095C for this employee,they can change the eligibility rule to exclude her SSN.
          1095B can be produced for this employee.
          Client can decide whether to produce 1095C or 1095B for her.

          Show
          ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Chris Finocchio , Ashley Marra , Nandkumar Prabhakar Karlekar Corrections to the requested employees are done and "1095C Otay Water District" report has been re-run. Please verify with latest run dated 05/24/2016 05:32 AM. D Munoz is added as employee so she will get 1095C form as she satisfies the eligibility rule. In case if client does not want 1095C for this employee,they can change the eligibility rule to exclude her SSN. 1095B can be produced for this employee. Client can decide whether to produce 1095C or 1095B for her.
          Hide
          cfinocchio Chris Finocchio (Inactive) added a comment -

          Nandkumar Prabhakar Karlekar
          Ramya Tantry
          Ashley Marra

          We still have 2 employees that still require corrections, T.Vasquez and D.Hackett. I have attached a revised spreadsheet. Please notice the changes in Part II for January and the changes in Part III. Please let me know if you have any questions.

          Show
          cfinocchio Chris Finocchio (Inactive) added a comment - Nandkumar Prabhakar Karlekar Ramya Tantry Ashley Marra We still have 2 employees that still require corrections, T.Vasquez and D.Hackett. I have attached a revised spreadsheet. Please notice the changes in Part II for January and the changes in Part III. Please let me know if you have any questions.
          Hide
          cfinocchio Chris Finocchio (Inactive) added a comment -

          Nandkumar Prabhakar Karlekar

          Re-opened 2 ee's still need correction. See new spreadsheet

          Show
          cfinocchio Chris Finocchio (Inactive) added a comment - Nandkumar Prabhakar Karlekar Re-opened 2 ee's still need correction. See new spreadsheet
          Hide
          cfinocchio Chris Finocchio (Inactive) added a comment -

          Nandkumar Prabhakar Karlekar

          New spreadsheet attached.

          Password to be sent separately.

          Show
          cfinocchio Chris Finocchio (Inactive) added a comment - Nandkumar Prabhakar Karlekar New spreadsheet attached. Password to be sent separately.
          Hide
          ramya.tantry Ramya Tantry (Inactive) added a comment -

          Chris Finocchio,Nandkumar Prabhakar Karlekar

          Please refer latest run dated 5/25/2016 5:48:02 AM for additional corrections requested.
          No change is done to EE D.Hackett as requested change was already in place in previous run.

          Show
          ramya.tantry Ramya Tantry (Inactive) added a comment - Chris Finocchio , Nandkumar Prabhakar Karlekar Please refer latest run dated 5/25/2016 5:48:02 AM for additional corrections requested. No change is done to EE D.Hackett as requested change was already in place in previous run.
          Hide
          cfinocchio Chris Finocchio (Inactive) added a comment -

          Nandkumar Prabhakar Karlekar

          We need one final correction for OTAY (SDRMA) to remove a dependent who was added in error. The dependent is not tied to any benefit plan so all we need is his removal.

          Please delete dependent DELETE Gustavo Gracia. The employee is Gustavo Gracia.

          Please let me know if you have any questions.

          Show
          cfinocchio Chris Finocchio (Inactive) added a comment - Nandkumar Prabhakar Karlekar We need one final correction for OTAY (SDRMA) to remove a dependent who was added in error. The dependent is not tied to any benefit plan so all we need is his removal. Please delete dependent DELETE Gustavo Gracia. The employee is Gustavo Gracia. Please let me know if you have any questions.
          Hide
          cfinocchio Chris Finocchio (Inactive) added a comment -

          Nandkumar Prabhakar Karlekar

          Please remove dependent DELETE Gustavo Gracia from the EE record of SDRMA employee Gustavo Gracia. Please let me know if you have any questions.

          Show
          cfinocchio Chris Finocchio (Inactive) added a comment - Nandkumar Prabhakar Karlekar Please remove dependent DELETE Gustavo Gracia from the EE record of SDRMA employee Gustavo Gracia. Please let me know if you have any questions.
          Hide
          nandkumar Nandkumar Prabhakar Karlekar (Inactive) added a comment -

          Please look into this

          Show
          nandkumar Nandkumar Prabhakar Karlekar (Inactive) added a comment - Please look into this
          Hide
          ramya.tantry Ramya Tantry (Inactive) added a comment -

          Chris Finocchio

          FYI Nandkumar Prabhakar Karlekar

          We are not clear on which dependent to delete. EE is Gustavo Gracia whose 1095C is furnished.So he cannot be deleted from Covered individual part.

          Refer screenshot and let us know which dependent to delete.

          Show
          ramya.tantry Ramya Tantry (Inactive) added a comment - Chris Finocchio FYI Nandkumar Prabhakar Karlekar We are not clear on which dependent to delete. EE is Gustavo Gracia whose 1095C is furnished.So he cannot be deleted from Covered individual part. Refer screenshot and let us know which dependent to delete.
          Hide
          cfinocchio Chris Finocchio (Inactive) added a comment -

          Nandkumar Prabhakar Karlekar

          Please delete the dependent in the new screen shot attached. The employee is Gustavo Gracia, the dependent attached to Gustavo to be deleted is named DELETE Gustavo Gracia. I know it's a little confusing but please delete dependent child DELETE Gustavo Gracia

          Show
          cfinocchio Chris Finocchio (Inactive) added a comment - Nandkumar Prabhakar Karlekar Please delete the dependent in the new screen shot attached. The employee is Gustavo Gracia, the dependent attached to Gustavo to be deleted is named DELETE Gustavo Gracia. I know it's a little confusing but please delete dependent child DELETE Gustavo Gracia
          Hide
          cfinocchio Chris Finocchio (Inactive) added a comment -

          Please see new screen shot of dependent child DELETE Gustavo Gracia to be deleted from the employee record of employee Gustavo Gracia. I know it's a little confusing with the same name but the dependent to be removed is DELETE Gustavo Gracia

          Show
          cfinocchio Chris Finocchio (Inactive) added a comment - Please see new screen shot of dependent child DELETE Gustavo Gracia to be deleted from the employee record of employee Gustavo Gracia. I know it's a little confusing with the same name but the dependent to be removed is DELETE Gustavo Gracia
          Hide
          ramya.tantry Ramya Tantry (Inactive) added a comment -

          Chris Finocchio

          The dependent "DELETE Gustavo Gracia" has been deleted from the employee record of employee Gustavo Gracia.
          Please verify.
          FYI Nandkumar Prabhakar Karlekar,Rakesh Roy

          Show
          ramya.tantry Ramya Tantry (Inactive) added a comment - Chris Finocchio The dependent "DELETE Gustavo Gracia" has been deleted from the employee record of employee Gustavo Gracia. Please verify. FYI Nandkumar Prabhakar Karlekar , Rakesh Roy

            People

            Assignee:
            cfinocchio Chris Finocchio (Inactive)
            Reporter:
            cfinocchio Chris Finocchio (Inactive)
            Votes:
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            Watchers:
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              Dates

              Created:
              Updated:
              Resolved: