Uploaded image for project: 'WORKTERRA'
  1. WORKTERRA
  2. WT-3140

Davis Moore Lincoln 1094C calculation

    Details

    • Type: Support Activity
    • Status: Closed
    • Priority: Critical
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: ACA
    • Labels:
      None
    • Support Task Type:
      ACA IRS Submission
    • Reported by:
      Support
    • Module:
      ACA

      Description

      Hi all -

      Davis Moore Automotive has multiple EINs and the one for Lincoln looks incorrect (I haven't reviewed the others).

      For the month of January, there are 27 full-time employees. Of those 27, four are a 1H. Of those four, two are 2A and two are 2D. I believe we are supposed to not count either of these so not sure why it is showing a No on their forms?

      I've attached what they feel their 1094C forms should be.

      Please review and provide a response as to why January is checked as No. Please also review the others to ensure they are correct.

      Thanks,
      Jen

        Attachments

          Activity

          jennifer.leugers Jennifer Leugers created issue -
          jennifer.leugers Jennifer Leugers made changes -
          Field Original Value New Value
          Attachment 1094-C_Davis-Moore_corrected 6.21.2016.pdf [ 20347 ]
          rakeshr Rakesh Roy (Inactive) made changes -
          Assignee Vijay Siddha [ vijays ] Sachin Hingole [ sachin.hingole ]
          sachin.hingole Sachin Hingole (Inactive) made changes -
          Assignee Sachin Hingole [ sachin.hingole ] Ramya Tantry [ ramya.tantry ]
          Hide
          ramya.tantry Ramya Tantry (Inactive) added a comment -

          Jennifer Leugers

          FYI Nandkumar Prabhakar Karlekar,Sachin Hingole

          Please verify with latest run of all 1094C reports.
          For DMA Investments 1094C,for the last 3 months,Total employee count is 0. As there are no Employees,so no offers are present in these months.So MEC is kept as blank for last 3 months.

          Show
          ramya.tantry Ramya Tantry (Inactive) added a comment - Jennifer Leugers FYI Nandkumar Prabhakar Karlekar , Sachin Hingole Please verify with latest run of all 1094C reports. For DMA Investments 1094C,for the last 3 months,Total employee count is 0. As there are no Employees,so no offers are present in these months.So MEC is kept as blank for last 3 months.
          ramya.tantry Ramya Tantry (Inactive) made changes -
          Assignee Ramya Tantry [ ramya.tantry ] Jennifer Leugers [ jennifer.leugers ]
          Resolution Done [ 10000 ]
          Status Open [ 1 ] Resolved [ 5 ]
          Hide
          jennifer.leugers Jennifer Leugers added a comment -

          Hi all - I thought Nandu was going to get back to us on this right after our call. We didn't hear anything and the client is pretty upset they haven't gotten feedback. Need this reviewed ASAP.

          Kevin Walker

          Show
          jennifer.leugers Jennifer Leugers added a comment - Hi all - I thought Nandu was going to get back to us on this right after our call. We didn't hear anything and the client is pretty upset they haven't gotten feedback. Need this reviewed ASAP. Kevin Walker
          jennifer.leugers Jennifer Leugers made changes -
          Resolution Done [ 10000 ]
          Status Resolved [ 5 ] Reopened [ 4 ]
          Hide
          shubhankar Shubhankar Joshi (Inactive) added a comment -

          Hi Nandkumar Prabhakar Karlekar, please check last comments from Jennifer Leugers

          CC: Vijay Siddha, Satya

          Show
          shubhankar Shubhankar Joshi (Inactive) added a comment - Hi Nandkumar Prabhakar Karlekar , please check last comments from Jennifer Leugers CC: Vijay Siddha , Satya
          shubhankar Shubhankar Joshi (Inactive) made changes -
          Assignee Jennifer Leugers [ jennifer.leugers ] Nandkumar [ satyap ]
          nandkumar Nandkumar Prabhakar Karlekar (Inactive) made changes -
          Attachment DMA.png [ 20577 ]
          Hide
          nandkumar Nandkumar Prabhakar Karlekar (Inactive) added a comment -

          Hi Jennifer Leugers

          This employee's changes the Employer [EIN] from 7/21/2015 so this employee is not employed at this employer.

          ZACHARY CADY see the attached image foe the same
          All othere employees are terminated
          Michael Cook
          TINADILLON
          SOURYADETH SANANIKONE
          COLTON STANDRICH
          CINTHIA SUMMERS

          Show
          nandkumar Nandkumar Prabhakar Karlekar (Inactive) added a comment - Hi Jennifer Leugers This employee's changes the Employer [EIN] from 7/21/2015 so this employee is not employed at this employer. ZACHARY CADY see the attached image foe the same All othere employees are terminated Michael Cook TINADILLON SOURYADETH SANANIKONE COLTON STANDRICH CINTHIA SUMMERS
          Hide
          jennifer.leugers Jennifer Leugers added a comment -

          Nandu - thank you. Very helpful.

          Show
          jennifer.leugers Jennifer Leugers added a comment - Nandu - thank you. Very helpful.
          Hide
          jennifer.leugers Jennifer Leugers added a comment -

          Hi all - the client is saying employee Aaron Mursch was employed under Investments so they feel they should have part III checked as yes. Could you please check into this and help identify what EIN he was in? Thanks.

          Show
          jennifer.leugers Jennifer Leugers added a comment - Hi all - the client is saying employee Aaron Mursch was employed under Investments so they feel they should have part III checked as yes. Could you please check into this and help identify what EIN he was in? Thanks.
          Hide
          yogesh.chaudhari Yogesh Chaudhari (Inactive) added a comment -

          Jennifer Leugers Nandkumar Prabhakar Karlekar

          Employee Aaron Mursch belongs to below classes.
          Class1 - Eligible
          Class2 - 0100-Automotive Non-Tobacco User

          Show
          yogesh.chaudhari Yogesh Chaudhari (Inactive) added a comment - Jennifer Leugers Nandkumar Prabhakar Karlekar Employee Aaron Mursch belongs to below classes. Class1 - Eligible Class2 - 0100-Automotive Non-Tobacco User
          yogesh.chaudhari Yogesh Chaudhari (Inactive) made changes -
          Assignee Nandkumar [ satyap ] Jennifer Leugers [ jennifer.leugers ]
          Hide
          jennifer.leugers Jennifer Leugers added a comment -

          He didn't get moved to that class until 2016. He was in Fiat in 2015 which is Investments.

          Show
          jennifer.leugers Jennifer Leugers added a comment - He didn't get moved to that class until 2016. He was in Fiat in 2015 which is Investments.
          jennifer.leugers Jennifer Leugers made changes -
          Assignee Jennifer Leugers [ jennifer.leugers ] Yogesh Chaudhari [ yogesh.chaudhari ]
          Hide
          kwalker Kevin Walker (Inactive) added a comment -

          Hello Yogesh.

          Could we please get an update on this? The client really needs this corrected to we can send him the IRS file.

          Sonali Punse

          Thanks
          Kevin

          Show
          kwalker Kevin Walker (Inactive) added a comment - Hello Yogesh. Could we please get an update on this? The client really needs this corrected to we can send him the IRS file. Sonali Punse Thanks Kevin
          rakeshr Rakesh Roy (Inactive) made changes -
          Component/s ACA [ 10004 ]
          Hide
          ramya.tantry Ramya Tantry (Inactive) added a comment -

          Kevin Walker,Jennifer Leugers

          FYI Nandkumar Prabhakar Karlekar,Sachin Hingole,Yogesh Chaudhari

          We have removed the employee Aaron Mursch from "1095-C Davis-Moore Automotive Inc" report and added to "1095-C Davis-Moore Investments Inc" report. We have re run both the reports. Please download and verify latest run dated "06/28/2016"

          A mentioned in earlier comment that client wants Part 3 checked as yes,we have marked Part 3 for all 12 months. and changed line16 code to 2C for all 12 months. As the employee is not enrolled in any ACA plan,he was getting 2H.But since we have to show part 3 marked,we changed it to 2C.

          Show
          ramya.tantry Ramya Tantry (Inactive) added a comment - Kevin Walker , Jennifer Leugers FYI Nandkumar Prabhakar Karlekar , Sachin Hingole , Yogesh Chaudhari We have removed the employee Aaron Mursch from "1095-C Davis-Moore Automotive Inc" report and added to "1095-C Davis-Moore Investments Inc" report. We have re run both the reports. Please download and verify latest run dated "06/28/2016" A mentioned in earlier comment that client wants Part 3 checked as yes,we have marked Part 3 for all 12 months. and changed line16 code to 2C for all 12 months. As the employee is not enrolled in any ACA plan,he was getting 2H.But since we have to show part 3 marked,we changed it to 2C.
          ramya.tantry Ramya Tantry (Inactive) made changes -
          Assignee Yogesh Chaudhari [ yogesh.chaudhari ] Jennifer Leugers [ jennifer.leugers ]
          Hide
          rakeshr Rakesh Roy (Inactive) added a comment -

          Jennifer LeugersKevin Walker Is there anything pending from our side?

          Ramya Tantry

          Show
          rakeshr Rakesh Roy (Inactive) added a comment - Jennifer Leugers Kevin Walker Is there anything pending from our side? Ramya Tantry
          kwalker Kevin Walker (Inactive) made changes -
          Assignee Jennifer Leugers [ jennifer.leugers ] Sonali Punse [ sonali.punse ]
          Resolution Fixed [ 1 ]
          Status Reopened [ 4 ] Closed [ 6 ]
          Transition Time In Source Status Execution Times
          Ramya Tantry (Inactive) made transition -
          Open Resolved
          1d 8h 41m 1
          Jennifer Leugers made transition -
          Resolved Reopen
          12h 10m 1
          Kevin Walker (Inactive) made transition -
          Reopen Closed
          11d 22h 25m 1

            People

            Assignee:
            sonali.punse Sonali Punse (Inactive)
            Reporter:
            jennifer.leugers Jennifer Leugers
            Votes:
            0 Vote for this issue
            Watchers:
            7 Start watching this issue

              Dates

              Created:
              Updated:
              Resolved: