Hi Jennifer Leugers

Please verify ACA Customization on this company and please make changes on this screen if necessary,so that the report can be re-run with latest customization.

CC: Nandkumar Prabhakar Karlekar,Sachin Hingole

Hi Jennifer Leugers,

As per your mail communication, we have created measurement and stability for to display class wise safe harbor codes.
Also have created a new rule as Union Rule, selected this rule under Multi employer rule and furnished the forms. Union Rule rules contains the union classes mentioned in the excel sheet.
1H-2E will be displayed for employees only for those months which satisfy the Union Benefits rule.
Please refer latest run for verification of report "2016 1095C JE DUNN".

NOTE: 2016 1095C report was not created in this company. We have created "2016 1095C JE DUNN" report. Also ACA customization(Is Plan Minimum Value) was not marked. We have update ACA Customization.
In ACA Customization, Safe Harbor on Plan is set to W2.So employees that do not fall under the classes mentioned in your mail will receive 2F code.

CC:Nandkumar Prabhakar Karlekar,Sachin Hingole,Smita Pawar

Hi - within the FSNS group, there are union and non union employees (believe this group is currently coded as Union). The majority are non union (142 of 190 are non-union). I think it would be easier for this group to be run as non-union and then we can go in and correct the 48 union folks manually to the 1H/2E code. Please let me know your thoughts on this.

Hi Jennifer Leugers,

FSNS Group from Union Rule need to be removed so that this group can be considered as Non-union.

The 48 union folks can be corrected with 1H/2E code using two approaches -
1) Manully correct each Employee from ACA 1095C Correction screen under ACA Customization Or
2) Simply Import Codes of those 48 Employees.

Once the corrections are done, you can re-run the 1095C report with Apply User Correction flag as Yes

We have uploaded demo video for ACA 1095C Correction on EBS FTP.
Below are FTP details for this enhancement demo, refer video "1095CManualCorrection.mp4" and "Bulk Import Correction.mp4" from below zip folder.

URL: https://ftpsecure.ebsbenefits.com/thinclient/Transfer.aspx
Path: /users/workterraaca/ACA Setup Demo
File : 2017 ACA Videos.zip

Let us know in-case you have any queries.

CC - Nandkumar Prabhakar Karlekar Sachin Hingole Smita Pawar

All I'm confused on this. Where is this done?
FSNS Group from Union Rule need to be removed so that this group can be considered as Non-union.

There is nothing listed under classwise under the ACA customization.

Smita Pawar
Can you look into this and advise.

Hi Jennifer,

We have done the customization changes i.e FSNS Group has been removed from Union Rule.
48 union folks can be corrected by importing correction codes. You can import the code by following two ways as we don't have the codes to be corrected.

1) Manully correct each Employee from ACA 1095C Correction screen under ACA Customization
2) Simply Import Corrected Codes of those 48 Employees.

Please refer latest RUN.

Steps to download latest RUN are as follows

1.Login to Production with Partner.
2.Edit company JE Dunn.
3.Navigate to "Home >> Company Home >> BenAdmin Home >> BenAdmin Company Home >> ACA >> IRS Report".
4.Edit Report "2016 1095C JE DUNN"
5.Click on Show Runs and wait till "ACA Report Finalization" pop up to open.
6.Download zip folder for latest RUN by clicking on Download link.

Thanks,
Smita

Hi all - I've researched some of the client's comments and I too am confused as to why some of the codes are rendering the way they are. Please see below -

Regular – I checked regular non-union forms including my Steve Best. The code used on line 14 for both of us is listed as 1G. I don’t think that’s right. Steve is a full-time employee, and I was expecting that the code would be 1A (same as what we used last year).

Part-Time – I checked a part-time employee (Lara Weinblatt) who was hired 7/19/2016. I think the code on Line 14 for her – 1H - is right. On Line #16, the code 2A is correct from January through June because she wasn’t employed then. It then lists 2D for July, but I don’t think that’s correct because she was not in a “Limited Non-Assessment Period”; that would be right if she was a regular employee, but she’s only subject to ACA eligibility and I’m not sure that’s right. The code then goes back to 2A for August (which isn’t right, since she was employed). And then there are no codes at all for September through December (not sure why, but that’s not correct either – she should have some kind of code for each month she’s employed, yes?).

New Hire – I reviewed the 1095 for Vita LoFria, a new hire in November 2016. Her codes on Line 14 of 1H from January through November look correct. But the Line 14 Code for December – 1E – I don’t think is correct; I thought should be 1A instead.

Her codes for Line 16 look correct:

o January through October = 2A (since she was not employed by JE Dunn during that time)

o November = 2D (month of hire)

o December = 2C (she elected coverage starting December 1, 2016)

Her Part 3 has the correct check box in December for her month of coverage.

Terms – I checked Jim D. Miller and Steve Hamline.

o For Jim D. Miller, he termed 4/1/2016. His 1095 shows Line 14 as 1G for all 12 months. That can’t be right for two reasons: 1) he wasn’t employed for all of 2016 so any code shouldn’t apply for all 12 months of 2016 and (2) He was a regular full-time employee through his term date so I think the right code would be 1A for Jan through April, with nothing for the rest of the year. For Line 16, it should be 2C for Jan through April, and nothing the rest of the year (unless he enrolled in COBRA?). His Part 3 shows he was enrolled from Jan through April, which I think is correct (unless he enrolled in COBRA?).

o For Steve Hamline, I don’t think his info is correct. He was a “regular” non-union employee with regular Emp + Spouse coverage in January 2016. For February thorough December 2016 he and his wife were enrolled in COBRA. He should have similar codes on his 1095 as Jim D. Miller, but with different dates.

Please look into this

Hi Jennifer Leugers,

Since this company had a requirement to show class wise safe harbors,we had created measurement and stability rules.
As per implementation,whenever measurement and stability rules are set,it refers timesheet data to calculated stable working hours and stores the data.
But,to accomplish class wise safe harbors,we adjusted the code from backend so that timesheet data is not considered(For 2016,all months of 2015 timesheet is required.All of 2015 timesheet data is not present in this company).
So whenever there is import of timesheet, the stored data get modified and stable working hours get calculated again,so employee status gets calculated as per timesheet. So some of the employees are coming up was part time as per timesheet.Hence there were changes in the codes.

Regular(Steve Best) : Status changed to part time due to timesheet. We have correctd this.Please refer latest run.

Part time(Lara Weinblatt) : 2D will be displayed for all employees,in the month of their hire.
This employee is considered as fulltime as we consider employee type set on demographics. Employees whose employee type is set as Full time or is not set then they are considered as full time.
As these employee do not have any offer,1H is displayed on line 14 and line 16 is blank as safe harbor codes do not apply.

New Hire(Vita LoFria): EE cost is $110. As the cost is greater than 9.5% of FPL amount($11880),1A is not displayed.

Terms :
Jim D. Miller: Status changed to part time due to timesheet. We have correctd this.Please refer latest run. EE cost is $110. As the cost is greater than 9.5% of FPL amount($11880),1A is not displayed.

Steve Hamline : Status changed to part time due to timesheet. We have correctd this.Please refer latest run. EE cost is $110. As the cost is greater than 9.5% of FPL amount($11880),1A is not displayed.
Also line 16 will be blank if safe harbor cost is less than EE cost.

We have re-run the report.Please refer latest run for verification.
In case you still want to force the codes,please change the codes from ACA 1095C correction screen or import the codes.
Currently,we have blocked the updation of stable working hours on this company when timesheet data is imported,so that the codes do not get affected.
We will revert this change after ACA submission for 2016 is completed.

CC: Nandkumar Prabhakar Karlekar,Smita Pawar,Sachin Hingole

Why on employee Lara Weinblatt would the safe harbor of W2 not apply?

Also - on Hamline, we are showing a 1H and blank on 16. Shouldn't line 16 be 2A since he is no longer employed?

Kumar Chhajed
Please look into this and advise.

Hi Jennifer Leugers,

Lara Weinblatt - Is not Eligible for any offer hence safe harbor of W2 is not applied to that employee.

Steve Hamline - This employee falls under OFCR pay group which have Federal Poverty Line Safe Harbor, so Safe Harbor cost of Employee is $95.6 which is less than EE cost $110. Therefore line 16 is blank.

CC: Nandkumar Prabhakar Karlekar, Smita Pawar, Sachin Hingole

JE DUNN - ACA questions on the file layout for ACA group and the CCO Group for 2016.

If an employee had coverage 1/1/16 to 12/31/16, do I need to provide this information with 12 line items, one for each month of coverage, as on the 1095 file for the regular, benefit-eligible employees in Workterra that we pulled from the FTP site?

For example, Line 1 = 1/1/16 to 1/31/16, Line 2 = 2/1/16 to 2/29/16, etc.?

Or do you just need one line item that shows the “Enrollment Effective Date” (1/1/16) and “Enrollment Termination Date” (12/31/16) on the “Benefit Election” tab of the file you sent (attached; same password)? And, then possibly additional lines if an employee had a QE? For example, 1/1/16 to 5/31/16 with EE Only coverage and 6/1/16 to 12/31/16 with EE + Spouse coverage. Please let me know.

File attached password is Workterr@

Nandkumar Prabhakar KarlekarJennifer LeugersTracy Kot WORKTERRA ACAMP IRS Reporting Specifications for Data Files Edited LK-o....xls

Hi Cathleen Harrington

we Just need one line item that shows the “Enrollment Effective Date” (1/1/16) and “Enrollment Termination Date” (12/31/16) on the “Benefit Election” tab.

Thanks
Nandkumar

Nandkumar Prabhakar Karlekar, thank you for the answer above. The client actually already put it all in 12 separate lines for each month while she was waiting on our answer. Can she leave it that way or do you need her to correct it to the 2 lines you mentioned above as one line item that shows the “Enrollment Effective Date” (1/1/16) and “Enrollment Termination Date” (12/31/16) on the “Benefit Election” tab?

Hi Tracy,

Ok. No Problem.
She can leave it as it is.

Thanks,
Smita

FYI Sachin Hingole,Nandkumar Prabhakar Karlekar,Kumar Chhajed

Thank you.

Hi all - please see the attached file and let me know if you have any questions. Will send the password via email. WORKTERRA ACAMP IRS Reporting Specifications for Data Files Edited LK-J....xlsb

Hi Jennifer Leugers,

We are working on this and will require 2 days for this.

Regards,
Revan

Nandkumar Prabhakar Karlekar Smita Pawar

Hi Jennifer Leugers,

For generating election data monthwise take some more time as we have received the election data in monthwise.
we will share the file tomorrow EOD.

Regards,
Revan

Mahendra Mungase Smita Pawar Sachin Hingole Nandkumar Prabhakar Karlekar

Hi Jennifer Leugers,

We have imported the election but testing is to be done by QA.
Still you can check.

Note :
Below member ssn is not found in the WT system. So not able to import election.

Employee SSN- 5X3X2X9X2
Member SSN -X4X0X4X8X (Please find the ssn in your provided sheet by Member Name)
Member Type-Spouse
Member Name -Shiloh Wesner

Smita Pawar Mahendra Mungase Sachin Hingole Nandkumar Prabhakar Karlekar

Regards,
Revan

We have done with analysis and shared result in mail

Hi Mahendra Mungase,

I have verified & one employee enrollment correction made out of your sent mail. Please verify the once for the same and other two employees enrollment is changed by sa user.

Thanks & regards,
Revan

Smita Pawar Nandkumar Prabhakar Karlekar Sachin Hingole

Hi Jennifer Leugers

Please find below observation for historical data load.

1.Mario Gonzalez - XXXX38126

As per sheet - Mario Gonzalez and Family enrolled into "Blue Saver Medical" from 01/01/2016 to 12/31/2016. While testing we observed that "SA" user terminated his enrollment from medical plan effective from 04/01/2016. Please confirm,this termination is correct or not.

2.David Feria - XXXX57215 -

As per sheet - David Feria and two child enrolled into "Personal Blue Medical" from 01/01/2016 to 12/31/2016. While testing we observed that "SA" user terminated his child enrollment from medical plan effective 04/01/2016.Please confirm,this termination is correct or not.

3.Adam Conner - XXXX57099

This employee has only 11 month coverage.Please check his enrollment

CC- Sachin Hingole Nandkumar Prabhakar Karlekar Revansiddha Gaur

Thanks

I can check with client, question: For the #2 noted above, did EE go to EE only on 4/1/16 or did he remove 1 child? Tried to check view history but please confirm.

Hi Jennifer Leugers,

With reference to mail subject : data file for 1095's for ACA eligible EE's and CCO's.

1. Why are there some with a 1H and blank on line 16? Also – all of the individuals within this group have a lowest cost plan available to them of $110. Could that be coded on the back-end?

Inserted the offer records with cost of $110 for 200 employees.
Please find the file for 1095 C Analysis Report. ACA1095C New from hspl.xls

2. Lastly, attached is the spreadsheet with the COBRA folks.  Could these get loaded tonight and a full run be done tonight so we can get it to the client first thing in the morning?

Out of 31 employees elections which are already present in WT,
26 employees 1095c report is generated means remaining were terminated in 2015.
Please find the file for 1095 C Analysis Report. ACA1095C-Cobra.xls

Note : Also replied to the mail what are the action points to you and for us. Password will be shared in the mail.

Regards,
Revan

Smita Pawar Mahendra Mungase Sachin Hingole Kumar Chhajed Nandkumar Prabhakar Karlekar

Jennifer Leugers, please advise and let me know once done and which files I can post to JE Dunn FTP site.

I'm completely confused. You said that you have inserted the offer record of $110 for 200 employees yet I don't see that value anywhere on the Excel spreadsheet and there are only two employees with a 1E code. We are really running out of time with these forms so please make sure the information is checked before sending to us. Also - why was this done on the HSPL copy? I need to run the forms to get the approval from the Client and can't do that if 1) the data is still wrong and 2) the data is fixed on the HSPL copy and not the live copy.

Thank you for asking about the 3 employees in your notes above. Client confirmed the spreadsheet was correct. Per the client, use what is on her spreadsheet for the employees Mario Gonzalez, David Feria, and Adam Conner that confirmed the spreadsheet is accurate. PLEASE FOCUS on JENNIFER LEUGERS note above over mine but I wanted to answer your questions from above.

Again, PLEASE SEE JEN LEUGERS notes above it is URGENT. Thanks.
Mahendra Mungase Sachin Hingole Nandkumar Prabhakar Karlekar Revansiddha Gaur Jennifer Leugers Smita Pawar Kumar Chhajed

Jennifer Leugers and Revansiddha Gaur, What is the update on this please? I am suppose to give the client the forms for their review.

Hi,

We are working on this. we will update you soon.

Regards,
Revan

Mahendra Mungase Smita Pawar Sachin HingoleNandkumar Prabhakar Karlekar

All this really has to be done ASAP; we have to get approval on the forms by end of day so need to give them to the client this morning.

Can we get an estimated timeframe Revansiddha Gaur

Hi Tracy Kot,

We will be shared within 30 min.

Regards,
Revan

Hi Jennifer Leugers,

As per mail subject-'data file for 1095's for ACA eligible EE's and CCO',

Active Employees:

We have imported the code correction for 200 employees to reflect line 14 code 1A to 1E & Line 16 code from 2G to 2F with cost of $110.And we re-run the 1095 C report on main company by applying the correction.
The 1095 C analysis report of active employees uploaded on ftp because of large file unable to upload in Jira.

Ftp Path : /users/workterraaca/JE Dunn/ACA1095C Active-23Feb2017.zip

The reported employees data is corrected as per the spreadsheet.

Cobra Employees:

1. We were reported 7 employees doesn't exist in the WT system but after reviewing we found that there are only 5 employees does not exist in the WT system. We appolized for the same. Please find more details of 5 employees in the excel sheet. Cobra File Employee Discrepancy Details.xlsx

2. Election data of 229 employees out of 240 employees exist in the wt system so we did not import the historical data for 229 employees.Please find the attached 1095 C analysis report from main company. Please review the same & let us know for any change. ACA1095C Cobra-23Feb2017.xls

3. The status of 6 employees already in terminated mode.So those employees are not reflected on 1095c report.
Please find 6 employees details in the excel sheet (Cobra File Employee Discrepancy Details.xls).

Note :
1. If employee elections already present in the system in this case we can not load the historical data.
2. Password will be shared by mail.

Please review the same & let us know for any change.

Regards,
Revan

Mahendra Mungase Smita Pawar Sachin Hingole Nandkumar Prabhakar Karlekar

Thank you thank you thank you!

Hi Jennifer Leugers,

Please let us know your observation for Cobra Employee's discrepancy on yesterdays shared comments.

Regards,
Revan

Mahendra Mungase Smita Pawar Sachin Hingole Nandkumar Prabhakar Karlekar

All - there are a ton of discrepancies between what the client sent to us and what we put in the system as well as discrepancies on the Analysis versus the forms. Examples -
Paul Leaman - we show enrolled for January - April on our analysis and on Part II. Part III shows him enrolled for November / December
Eduardo Santiago - client's spreadsheet shows only enrolled for August / September but our analysis / forms show enrolled Aug-Dec.
There are many more than just these two so we really need someone to audit what was loaded against what the client actually provided.

Also ... please note - we eliminated the people on the load from the run in hopes of getting that batch done tonight so please do not reload anything unless it is done on the HSPL copy.

Also - I excluded CCO in Class one and they are still showing up in the run from today at 2:06. Why?

HI Smita Pawar,
I am looking into below mentioned comments. Can you please verify out of below mentioned comment ('All - there are a ton...')

"Also - I excluded CCO in Class one and they are still showing up in the run from today at 2:06. Why?"

Regards,
Revan
Mahendra Mungase Sachin Hingole Nandkumar Prabhakar Karlekar

Hi Jennifer Leugers

We have run the report on main company & verified that now blocked employees are not showing in the run.
Please refer this run..2/27/2017 6:15:02 AM EE Count-3651

CONCERN:
"Also - I excluded CCO in Class one and they are still showing up in the run from today at 2:06. Why?"

CAUSE:
Because existing the records in the correction table were showing up in the run.

CORRECTION:
We have created the fake ein to get rid of this causing issue.

Paul Leaman ,Eduardo Santiago - We need to import the correction on main company which will be done tomorrow EOD by verifying remaining employees also.

Kindly let us know, Can we do on Main Company these correction on tomorrow if found the discrepancy?

For shared cobra employees analysis report previously, kindly let us know the code correction for the same, we will furnish it by importing.

Note : We are not changed in the data or rule except addition of new fake ein on Main Company.
Regards,
Revan
Smita Pawar Mahendra Mungase Sachin Hingole Nandkumar Prabhakar Karlekar

Yes please - do corrections on the main company.

Hi all - we had to delete the corrections out in order to get them deleted from the run so we could get the rest of the employees printed. Please re-load all corrections to JE Dunn main company as we have sent those files to the mail house so we are ok with all but the ones that the client gave us to correct.

Hi Jennifer Leugers,

We have done the correction for all active employee on Main Company. Please let us know for any changes for active employees.

For Cobra Employees -Please find ACA1095C Cobra-23Feb2017.xls analysis report.Please review the cobra employees and let us know for any changes.

"Paul Leaman - we show enrolled for January - April on our analysis and on Part II. Part III shows him enrolled for November / December
Eduardo Santiago - client's spreadsheet shows only enrolled for August / September but our analysis / forms show enrolled Aug-Dec."

We have done correction for above employees as per the spread sheet on main company and re-run 1095 c (Used rule - All Status Rule).Please download latest analysis report - Run Date-2/28/2017 6:02:51 AM.

Regards,
Revan

Smita Pawar Mahendra Mungase Sachin Hingole Nandkumar Prabhakar Karlekar

Revansiddha Gaur what is the password, can you email it to jennifer.leugers@ebsbenefits.com and tracy.kot@ebsbenefits.com?

Hi Tracy Kot, Jennifer Leugers,

Password sent in the mail.

Regards,
Revan
Nandkumar Prabhakar Karlekar Sachin Hingole

Hi Tracy Kot, Jennifer Leugers,

Please let us know any feedback for shared details yesterday on active and cobra employees.

Regards,
Revan

Mahendra MungaseSmita Pawar Sachin Hingole Nandkumar Prabhakar Karlekar

Hi all - are there caps on how many socials we can add in the additional eligibility? The attached socials need to be added to the JE Dunn Two 1095C report and when we add them, save them and go back in, they won't save. I need these added - do not remove any that are already in there. Please run them as soon as you can and let Tracy know where she can grab the reports to load to the Client's FTP site since she gets in before we do.Copy of Copy of JE DUNN JL - SSNs First file.xlsb
Tracy Kot

Hi Kumar,

Please look into this.

Regards,
Revan

Nandkumar Prabhakar Karlekar

Hi Tracy Kot,

We have updated dummy EIN (123456789) for attached SSN list JEDunn_SSN_List_02March.xls which have total 211 employee's ( including the SSN which you added under the Rule) and have re-run the reports, please refer latest run (3/2/2017 12:24:15 AM) of report 2016 1095C JE Dunn Part Two to download the files
Out of 211, below 5 employees were terminated in year 2015, so their Pdf's were not generated.

Password sent via email.

Also we have finalized the run and have processed the Consolidated Pdf's which are ready for download now.
Refer -

CC Jennifer Leugers Nandkumar Prabhakar Karlekar Revansiddha Gaur Smita Pawar

JE Dunn Manual Created 1095C ACA 2016 (17 forms). Password will follow in an email.

Thank you,
Cathy JE Dunn Manual Created 1095C.zip
Jennifer Leugers

Cathleen Harrington, client is asking for the Final forms sent to printer to be placed on the FTP site so that she has the most updated final final forms. Can you post all files that were printed / mailed on the FTP site for Carrie at JE Dunn?

I’ll check w/Jen on this to make sure I’m checking the right folders.

Best Regards,
Cathy Harrington | WORKTERRA Project Manager
WORKTERRA
PO Box 11657, Pleasanton, CA 94588
PH: 925-218-3527 | FAX: 925-460-3920 | cathleen.harrington@workterra.com
Internal: Ext 527

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From: Tracy Kot (JIRA) jira@workterra.atlassian.net
Sent: Monday, March 6, 2017 1:34 PM
To: Cathleen Harrington <cathleen.harrington@ebsbenefits.com>
Subject: [JIRA] (WT-6307) ACA - 2017 JE Dunn 1095C Reports

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Tracy Kot<https://workterra.atlassian.net/secure/ViewProfile.jspa?name=Tkot> commented on [Support Activity] WT-6307<https://workterra.atlassian.net/browse/WT-6307>

Re: ACA - 2017 JE Dunn 1095C Reports<https://workterra.atlassian.net/browse/WT-6307>

Cathleen Harrington<https://workterra.atlassian.net/secure/ViewProfile.jspa?name=cathleen.harrington%40ebsbenefits.com>, client is asking for the Final forms sent to printer to be placed on the FTP site so that she has the most updated final final forms. Can you post all files that were printed / mailed on the FTP site for Carrie at JE Dunn?

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Hi Cathleen Harrington,

We found discrepancies for below mentioned employees while doing code import for JE Dunn.

AMY O'NEILL- Employee not found
CHRISTINA SILLS - Employee not found
Dan Euston - Employee not Found
Jason Reip 590589965 - Found but Line 14 = 1E and Line 15 blank
JAYNE MCARTHUR - Employee not found
Kamal Ariss - Employee not found
KEVIN DUNN - Employee not found
Robert Hollar - Employee not found
Russell Ardillo - Employee not found (SSN 8 digits)
SCHAFER KELLY - Employee not found

Please resolve these discrepancies.

We are done with code correction for rest of the employees.

Note: After corrections we need to finalize the latest run to reflect changes in xml files for IRS submission.

Thanks,
Smita

FYI Nandkumar Prabhakar Karlekar,Sachin Hingole,Revansiddha Gaur,Kumar Chhajed,Mahendra Mungase

Hi all - this is the same as the manual ones for Durham. The IRS states that if you have a self-insured plan then you have to provide a 1095 for anyone in that plan (regardless if they are COBRA / Retiree all year long). The issue we had with these manual folks is that they were termed before 1.1.16 so the system is not generating a form for them. When you entered their information and re-ran the forms, most of them are still missing; we need their forms added so they can be submitted on the XML to the IRS. Please advise.

Hi Jennifer Leugers,

We have verified that below employees are terminated before 1.1.2016 but they are not enrolled for any ACA Medical plans. So they will not be reflected in the run.

Note : We have observed in correction records for those four employees codes..Line 14 Code & Line 16 Code as -1H & 2A which will invalid.Still if you needed these employees on the file, you need to correct the code as Line14Code as 1G (All 12 Months) & in part-3 you need to set appropriate check for a months.

Regards,
Revan

Smita Pawar Mahendra Mungase Sachin Hingole Nandkumar Prabhakar Karlekar

JE Dunn needs the following employees 1095C to be uploaded into the JE Dunn Part Two file.
Tyler Wilcox
timothy Barlett
Kelly Schafer
Russell Ardillo
Robert Hollar
Maurice Derrett
Kevin Dunn
Kamal Ariss
Jeffrey Campbell
Jayne McArthur
Jason Reip
James Meyer
Elizabeth Dunn
Dan Euston
Christina Sills
Barbara Hachey
Amy O'Neill

Attached are all the 1095C's as they want coded.
AMY O'NEILL.pdf BARBARA HACHEY.pdf CHRISTINA SILLS.pdf Dan Euston.pdf ELIZABETH DUNN.pdf James Meyer.pdf Jason Reip.pdf JAYNE MCARTHUR.pdf Jeffrey Campbell.pdf Kamal Ariss.pdf KEVIN DUNN.pdf MAURICE DERRETT.pdf Robert Hollar.pdf Russell Ardillo.pdf SCHAFER KELLY.pdf Timothy Bartlett.pdf Tyler Wilcox.pdf

Jennifer Leugers
Tracy Kot

Hi Cathleen Harrington,

We have done code corrections for JE Dunn.
1.Jeffrey Campbell
2.Barbara Hachey
3.James Meyer

We didn't below mentioned employees in JE Dunn.
Please add these employees in JE dunn and proceed with corrections.

Tyler Wilcox
timothy Barlett
Kelly Schafer
Russell Ardillo
Robert Hollar
Maurice Derrett
Kevin Dunn
Kamal Ariss
Jayne McArthur
Elizabeth Dunn
Dan Euston
Christina Sills
Amy O'Neill

Note: We are unable to do correction for employee Jason Reip because line no 15 is required for jan.Please finalize latest run so that corrected data will get reflected in xml IRS sumission.

You can do code corrections at your end.

Thanks,
Smita

FYI Nandkumar Prabhakar Karlekar,Sachin Hingole,Revansiddha Gaur,Kumar Chhajed

JE Dunn - All EE's that needed to be added are now added in WT and their 1095C has been updated.
Jason Reip
Russell Ardillo
Kamal Ariss
James Meyer
Dan Euston
Robert Hollar
Tyler Wilcox
Barbara Hachey
Jeffrey Campbell
Michael Sills - added spouse Christina Sills
Stephen Dunn -added spouse Elizabeth Dunn
Gordan McArthur - added spouse Jayne McArthur
Doug O'Neill -added spouse Amy O'Neill
Dirk Shafer - added spouse Kelly Schafer

Please save/run both 1095C runs and then combine both runs to create 1 to provide to Client.

JE Dunn screen shot for JIRA to combine reports.docx

Thank you very much!
Cathy
Jennifer Leugers
Tracy Kot

Hi Cathleen Harrington,

We are working on this and will let us know once we are done.

CC Nandkumar Prabhakar Karlekar Revansiddha Gaur Smita Pawar

Hi all - we do still need their 1094 as well so if you can run that, finalize and create the XML files, that would be great (to save time). Thanks!

Hi Jennifer Leugers,

We have combined two Runs. All PDF's are under report "2016 1095C JE DUNN" .
We have verified employees in report "2016 1095C JE Dunn Part Two" are also in "2016 1095C JE DUNN".

Similarly we have rerun both 1094/95 Reports and created submission viz "IRS Submission".
Valid submission file is generated for JE Dunn. PFA screen shot "IRS submission" for additional information.

Note: Please check 1094-C report and let us know if you need any changes

Thanks

FYI Nandkumar Prabhakar Karlekar, Sachin Hingole,Revansiddha Gaur,Kumar Chhajed

JE Dunn Part II:
Yesterday this file count has 325 and today it is 222 - why is it this much off? See attach.

JE Dunn count off pic.docx

Both of the JE Dunn files need to be combined.
2016 1095C JE DUNN
2016 1095C JE Dun Part Two

The following 14 records were updated & do not show in JE Dunn Part II.

1. Jorge Baires 671129283
Jan - Line16: 2H

2. Garrett Crager 641405741
Jan - May Line 16: 2H

3. Everado Martinez 671129255
All 12 Months Line 16:2H

4. Aubrey Neal 255810818
Jan-Feb Line 16: 2H

5. Amy O'Neill 514749378
All 12 Months Line 14: 1G
Part III: All 12 Months checked

6. Olga RojasTeniente 685220101
Jan - Feb Line 16: 2H

7. Robert Strieter 629149206
Jan - Mar Line16: 2H

8. Juan Tavera-Marez 643187240
All 12 Months Line 16: 2H

9. Josue Valdes Melo 777073731
All 12 Months Line 16: 2H

10 Jayne McArthur 449193568
All 12 Months Line 14: 1G
Part III Jan checked

11. Kevin Dunn 511486743
All 12 Months Line 14: 1G
Part III: All 12 Months checked

12. Christina Sills 441746853
All 12 Months Line 14: 1G
Part III Jan - Oct Checked

13. Kelly Schafer 487160525
All 12 Months Line 14: 1G
Part III: Jan - Aug checked

14. Elizabeth Dunn 509040482
All 12 Months Check Line 14: 1G
Part III: Jan - May Checked

Jennifer Leugers\
Tracy Kot

Jennifer Leugers has requested:
We need someone to stay over and work in our time zone to ensure these are correct and we can get this approved and submitted tomorrow 3/31.

Jennifer Leugers
Tracy Kot

Hi DEV, Can you provide Cathleen Harrington and Jennifer Leugers and myself updates on this ticket? Did you see Cathleen's note above?

Tracy Kot

We are confused about the set up can we have a call to discuss the same.

We'll need you to speak to Cathleen Harrington and Jennifer Leugers on this.
Jennifer Leugers has requested:
We need someone to stay over and work in our time zone to ensure these are correct and we can get this approved and submitted tomorrow 3/31.
We need full support in order to meet the IRS deadline today. Can you confirm you can do this and as soon as Cathleen Harrington and Jennifer Leugers gets in they can help clarify what you need.

Tracy Kot

Can you please explain the requirement right now because if the requirement is complex then it may or may not possible to complete this in the same day even we provide the full support.

Please explain what you want on these 1095c exactly.

Hi Tracy Kot

All issues reported by Cathleen Harrington are completed but we have fount the attached employees are getting 1H and blank code [line 16] for 12 month.

JE dunn description.zip

Please let me know your view on the same and because of this MEC indicator in 1094 c is marked as no for all 12 month.
Password will be mailed to all of you.

JE Dunn, has two 1095C groups for ACA. These two groups need to be combined to submit all the 1095C to the Client.

2016 1095C JE DUNN
2016 1095C JE Dunn Part Two

You did this before.

Best Regards,
Cathy Harrington | WORKTERRA Project Manager
WORKTERRA
PO Box 11657, Pleasanton, CA 94588
PH: 925-218-3527 | FAX: 925-460-3920 | cathleen.harrington@workterra.com
Internal: Ext 527

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From: Nandkumar (JIRA) jira@workterra.atlassian.net
Sent: Friday, March 31, 2017 6:58 AM
To: Cathleen Harrington <cathleen.harrington@ebsbenefits.com>
Subject: [JIRA] (WT-6307) ACA - 2017 JE Dunn 1095C Reports

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Nandkumar<https://workterra.atlassian.net/secure/ViewProfile.jspa?name=nandkumar> commented on [Support Activity] WT-6307<https://workterra.atlassian.net/browse/WT-6307>

Re: ACA - 2017 JE Dunn 1095C Reports<https://workterra.atlassian.net/browse/WT-6307>

Tracy Kot<https://workterra.atlassian.net/secure/ViewProfile.jspa?name=Tkot>

Can you please explain the requirement right now because if the requirement is complex then it may or may not possible to complete this in the same day even we provide the full support.

Please explain what you want on these 1095c exactly.

[Add Comment]<https://workterra.atlassian.net/browse/WT-6307#add-comment>

Add Comment<https://workterra.atlassian.net/browse/WT-6307#add-comment>

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