Please look into this

Chris Finocchio,Nandkumar Prabhakar Karlekar

Due to other tasks,could not look into this. Will update you on this soon.

Chris Finocchio,Nandkumar Prabhakar Karlekar

The requested corrections are done.
Please refer latest run dated 05/31/2016.

Note: 1G will be populated for all 12 months even if single month contains 1G.

Nandkumar Prabhakar Karlekar

City of Durham - mid year retiree corrections

Hello, please see new spreadsheet with mid-year retiree 1095c changes. Password remains the same.

Nandkumar Prabhakar Karlekar
Kari mejia

Nandu - Please see spreadsheet of 1095c mid-year retiree corrections for the City of Durham. Please let me know if you have any questions.

Can you please estimate this efforts.

Nandkumar Prabhakar Karlekar,

Most of the changes are related to Covered individual part.
High level estimate is 3 days.

Ramya Tantry
Kari mejia

Thank you for the update. Any sooner will be appreciated.

Regards,

Chris

Chris Finocchio
Kari mejia
FYI Nandkumar Prabhakar Karlekar

The requested corrections are done.
Please refer latest run dated 6/6/2016 5:13:05 AM.

Note : Dependent of Theodore Jones, Chase Weaver has SSN of 9 digits containing same number. This will give an error during IRS submission. 1095C gives priority to SSN then to DOB.If SSN is mission then DOB will be considered.Please change/remove the SSN of this dependent. After removal/change, forms need to be re-run again.

password remains the same.

Nandkumar Prabhakar Karlekar
Kari mejia
[~chimane@ebsbenefits.com]

Please see attached spreadsheet for the City of Durham corrections. Please note: The client is requesting we place code 1G/2C for individual months for employees who were terminated in the prior month but still retained normal benefit coverage. All other months for each employee on the spread remains the same. The previous spreadsheet also had requested 1G/2A for individual months and dev placed the 1G code in the All 12 months box on line 14 - This is incorrect - the client wants 1G for the months identified for line 14. Please let me know if you have any questions. - Chris

spreadsheet password remains the same.

Hi Sachin Hingole

We made correction on main company
Please verify the changes for Part 2 and Part 3

Nandkumar Prabhakar Karlekar
Sujit Chopade

Please feel free to call me at home if you have any questions 408-596-6259. It's very important these corrections are completed for tomorrow PST. Client is very anxious to get their corrected forms and file their 1094c with the IRS prior to the deadline.

Hi Sachin Hingole

Please verify the Corrections as per the correction excel.

Smita Pawar

Jennifer Leugers Nandkumar Prabhakar Karlekar Ramya Tantry shyam sharma Rakesh Roy

Hi Chris Finocchio,

We have verified PDF of employees and checked it against excel.
Below are the employees which we have verified and details are on PDF are as per excel.

Below employee covered individuals are showing correct months or All 12 months marked same as excel
BARRY CHASE
LYDIA NEWMAN
VICKIE ATKINSON

For below employee details on PDF are as per Excel for respective months, but on PDF we are not showing 2C on line 16 when Line 14 has 1G
OLALEKAN ADEFOLALU
ANTHONY BAGLEY
WILLIAM BAILEY
TRAVIS BARBEE
DAKOTA BECK
Justin Bedell
MICHAEL BRAY
JASON CUMMINS
CARRIE HEIM
CYNTHIA JENKINS
MARCELLIS LEONARD
PAUL MASON
JARED MURPHY
ALBERT NELSON
LYDIA NEWMAN
ROBERT PALMIERI

For Below employee Line 14 and 16 codes are shown as per excel for mentioned months
STEVEN CLARK
BRITTANY GRANT

NOTE - We are not showing 2C on line 16 when Line 14 has 1G, Also as per Auditors 1G and 2C code combinatinos are invalid.

IRS guidelines -
2C. Employee enrolled in coverage offered. Enter code 2C for any month in which the employee enrolled in health coverage offered by the employer for each day of the month, regardless of whether any other code in Code Series 2 (other than code 2E) might also apply (for example, the code for a section 4980H affordability safe harbor). Do not enter 2C in line 16 if code 1G is entered in the All 12 Months Box in line 14 because the employee was not a full-time employee for any months of the calendar year. Do not enter code 2C in line 16 for any month in which a terminated employee is enrolled in COBRA continuation coverage (enter code 2A).

Please refer below URL to find above paragarph.
URL - https://www.irs.gov/instructions/i109495c/ar01.html#d0e72

Please let us know if you need any action from our side.

Thanks,
Sachin Hingole

Nandkumar Prabhakar Karlekar

Issue still not resolved - seeking clarification on how to proceed.

Re-opening issue as it is still not resolved.

We need some clarification on how to proceed with the remainder of the City of Durham’s 1095c corrections. Dev’s position is clear on this matter – they do not think we can use the 1G in the manner requested by the client and their broker. (see attached email). However there seems to be some gray area surrounding it’s use. I need some direction how to proceed. If we cannot use the 1G code for individual months coupled with blanks in line 16, we need an alternative for the scenario. Please advise, we need to process the remainder of the corrections ASAP.

Some context: The City’s medical coverage has a unique feature – If an employee terminates on or after the 15th of the month the employee is covered for remainder of the month as well as the entire following month. This is where the 1G comes in – the City would like to code 1G/Blank for the month of coverage after the employee terminates and then code the terminated employee 1H/2A for the remaining months of the year.

Regards,

Chris

Chris Finocchio

FYI Nandkumar Prabhakar Karlekar,Sachin Hingole

We have done the requested correction. Now for the Employees mentioned EE will get 1G/Blank for the months mentioned in excel.
We have spot checked some of the employees.
Please refer latest run dated "6/17/2016 2:03:29 AM" of report "1095-C for Actives".

We usually give 1G to depict the coverage of non employee (Cobra or Retiree).
Please refer link : https://www.associatedfinancialgroup.com/Resource-Library/Resource-Library-Article/ArtMID/666/ArticleID/249/ACA-reporting-tip-2-Termination-of-employment-COBRA-election

Nandkumar Prabhakar Karlekar

Thank you so much for the changes last night. The client identified 3 remaining corrections. Please see attached spreadsheet.

Please see spreadsheet with remaining corrections. 3 employees only.

Password remains the same

Chris Finocchio

FYI Nandkumar Prabhakar Karlekar,Sachin Hingole

The requested corrections are done.
Please refer latest run dated "6/19/2016" of report "1095-C for Actives".

Nandkumar Prabhakar Karlekar

Please see revised corrections spreadsheet. Some unusual items.
1. M. Honeycutt - was on Durham COBRA for Jan 2015 only and then re-hired as Durham employee Feb-Dec so his coding is Jan - 1G/Blank. Feb-Dec 1A/2C. Part III (d) Covered all 12 Months - X

2. T. Knight - Enrolled in COBRA for Jan only - her coding should be Jan - 1G/Blank. Feb-Dec 1H/2A. Part III - Covered Jan only.

Spreadsheet password remains the same.

Please call if you have any questions 408-596-6259

Sachin Hingole

FYI Nandkumar Prabhakar Karlekar
The requested corrections are done.
Please download latest run and verify.

NOTE: EE Donna Long 's requested codes are 1H/2A all 12 months and Part 3 is to be marked. However we do not furnish PDF's of those EE who have 1H/2A all 12 months as it depicts that EE was not an Employee in 2015 and did not have any offer. We have not done changes to this EE.
Please review the codes and let us know.

Jennifer Leugers Nandkumar Prabhakar Karlekar Rakesh Roy Ramya Tantry shyam sharma

Hi Chris Finocchio,

Below employee shows details as per the excel on 1095C PDF. These employees are referred from City of Durham Final Corrections 6.21.17.xlsx
Please refer latest run for the 1095C PDF corrections.

LINDA BROWNING
JENNIFER LEAF
Teresa Knight
ANTHONY ALLEN
Michael Honeycutt
Elizabeth Goodwin
Susan Ray Scott

Donna Long Employee PDF is not available as 1H/2A for all 12 months and Part 3 is to be marked. However we do not furnish PDF's of those EE who have 1H/2A all 12 months as it depicts that EE was not an Employee in 2015 and did not have any offer. We have not done changes to this EE.

Thanks,
Sachin Hingole

Nandkumar Prabhakar Karlekar

1 left. COBRA recipient D. Long - she is not an employee but had COBRA coverage for May-Dec. I think a 1G for all 12 months will work with Part III checked for the months where she had coverage. See spreadsheet loaded today.

COBRA recipient who was not employed at any time during the year but had COBRA coverage May-Dec. I think 1G for all 12 months with just the months covered in part III checked. See attached spreadsheet. Password remains the same.

Sachin Hingole

Requested changes are done.
Please re-run and verify.

Nandkumar Prabhakar Karlekar shyam sharma Rakesh Roy Ramya Tantry

Hi Chris Finocchio,

Done the changes for Donna Long employee, as per latest excel.
Please refer latest run for the corrected 1095C report of Donna Long.

Thanks,
Sachin Hingole