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  1. WORKTERRA
  2. WT-6312

ACA - 2017 City of Redding 1095C Reports

    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 IRS Report
    • Environment:
      Production
    • Reported by:
      Support
    • Company:
      City of Redding
    • Module:
      ACA - 2017

      Attachments

      1. Liapis.jpg
        Liapis.jpg
        197 kB
      2. screenshot-1.png
        screenshot-1.png
        2 kB
      3. screenshot-2.png
        screenshot-2.png
        54 kB
      4. Tackett.jpg
        Tackett.jpg
        209 kB

        Activity

        kumar.chhajed Kumar Chhajed (Inactive) created issue -
        kumar.chhajed Kumar Chhajed (Inactive) made changes -
        Field Original Value New Value
        Assignee Kumar Chhajed [ kumar.chhajed ] Jennifer Leugers [ jennifer.leugers ]
        Hide
        kumar.chhajed Kumar Chhajed (Inactive) added a comment -

        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

        Show
        kumar.chhajed Kumar Chhajed (Inactive) added a comment - 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
        kumar.chhajed Kumar Chhajed (Inactive) made changes -
        Status Open [ 1 ] Waiting for Customer Input [ 10500 ]
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Customization confirmed; please run 2016 1095C for Redding

        Show
        jennifer.leugers Jennifer Leugers added a comment - Customization confirmed; please run 2016 1095C for Redding
        Hide
        ramya.tantry Ramya Tantry (Inactive) added a comment - - edited

        Hi Jennifer Leugers

        We have run " 2016 1095C for Redding" report. Please refer latest run for verification.

        Note: EIN is not mapped for the eligibility rule used in this report.So in 1095C report,Employer name and EIN will display details present in Company Information. Please change EIN's rule from EIN Classes mapping tab in ACA Customization and also please verify the contact person.Reports need to be re-run after this change.

        CC:Nandkumar Prabhakar Karlekar,Sachin Hingole

        Show
        ramya.tantry Ramya Tantry (Inactive) added a comment - - edited Hi Jennifer Leugers We have run " 2016 1095C for Redding" report. Please refer latest run for verification. Note: EIN is not mapped for the eligibility rule used in this report.So in 1095C report,Employer name and EIN will display details present in Company Information. Please change EIN's rule from EIN Classes mapping tab in ACA Customization and also please verify the contact person.Reports need to be re-run after this change. CC: Nandkumar Prabhakar Karlekar , Sachin Hingole
        jennifer.leugers Jennifer Leugers made changes -
        Attachment screenshot-1.png [ 36667 ]
        jennifer.leugers Jennifer Leugers made changes -
        Attachment screenshot-2.png [ 36668 ]
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Please re-run the forms with the employees included who have Temporary selected in the drop-down on the demographics page (I could not see where to do this from the UI).


        Show
        jennifer.leugers Jennifer Leugers added a comment - Please re-run the forms with the employees included who have Temporary selected in the drop-down on the demographics page (I could not see where to do this from the UI).
        sachin.hingole Sachin Hingole (Inactive) logged work - 05/Jan/17 11:49 AM
        • Time Spent:
          1h
           
          <No comment>
        Hide
        sachin.hingole Sachin Hingole (Inactive) added a comment -

        Hi Jennifer Leugers,

        We run "2016 1095C for Redding ACTIVE" and "2016 1095C for Redding RETIREE" reports on redding production.
        Please refer latest run from both reports.

        Out of above mentioned 20EE's, 12 EE's are not in any of the 1095C reports. Below is the list of 10EEs who are not in 1095C reports.
        These EEs are not in PDF because their class 2 is "Part Time - 990" and this class is not selected on any of the eligibility rule selected on "2016 1095C for Redding ACTIVE" and "2016 1095C for Redding RETIREE" reports. Please select "Part Time - 990" class on any one eligibility rule used on these 2 reports.

        Benoit Denis
        Boughton Paul
        Devaney Kevin
        Haas Daniel
        Hunter Darrell
        MCCarty Christopher
        Murphy TD
        NewNam Joshua
        Prokupek Christopher
        Richards Michael
        Sanderson Samuel
        Tackett Kevin

        Please note, we have changed eligibility rule setting on "EIN classes mapping" page to match it with 1095C reports.

        Thanks,
        Sachin Hingole

        Show
        sachin.hingole Sachin Hingole (Inactive) added a comment - Hi Jennifer Leugers , We run "2016 1095C for Redding ACTIVE" and "2016 1095C for Redding RETIREE" reports on redding production. Please refer latest run from both reports. Out of above mentioned 20EE's, 12 EE's are not in any of the 1095C reports. Below is the list of 10EEs who are not in 1095C reports. These EEs are not in PDF because their class 2 is "Part Time - 990" and this class is not selected on any of the eligibility rule selected on "2016 1095C for Redding ACTIVE" and "2016 1095C for Redding RETIREE" reports. Please select "Part Time - 990" class on any one eligibility rule used on these 2 reports. Benoit Denis Boughton Paul Devaney Kevin Haas Daniel Hunter Darrell MCCarty Christopher Murphy TD NewNam Joshua Prokupek Christopher Richards Michael Sanderson Samuel Tackett Kevin Please note, we have changed eligibility rule setting on "EIN classes mapping" page to match it with 1095C reports. Thanks, Sachin Hingole
        sachin.hingole Sachin Hingole (Inactive) made changes -
        Remaining Estimate 16h [ 57600 ]
        Original Estimate 16h [ 57600 ]
        sachin.hingole Sachin Hingole (Inactive) made changes -
        Remaining Estimate 16h [ 57600 ] 15h [ 54000 ]
        Time Spent 1h [ 3600 ]
        Worklog Id 17464 [ 17464 ]
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Hi all - please see below and let me know if you can re-run the forms tonight

        The following Unions will have $154 entered into box 15 Part II:

        Unrepresented

        RPOA

        RPMA

        IBEW Maintenance

        IBEW Electric

        UPEC

        IAFF

        RIEO – Supervisor – Confidential

        The following Unions will have $165 entered into box 15 Part II:

        RPOA Miscellaneous

        RIEO Clerical Technical Professional

        Show
        jennifer.leugers Jennifer Leugers added a comment - Hi all - please see below and let me know if you can re-run the forms tonight The following Unions will have $154 entered into box 15 Part II: Unrepresented RPOA RPMA IBEW Maintenance IBEW Electric UPEC IAFF RIEO – Supervisor – Confidential The following Unions will have $165 entered into box 15 Part II: RPOA Miscellaneous RIEO Clerical Technical Professional
        ramya.tantry Ramya Tantry (Inactive) made changes -
        Remaining Estimate 15h [ 54000 ] 14h [ 50400 ]
        Time Spent 1h [ 3600 ] 2h [ 7200 ]
        Worklog Id 19476 [ 19476 ]
        Hide
        smita.pawar Smita Pawar (Inactive) added a comment -

        Hi Jennifer Leugers

        Hi Jennifer,

        We have rerun "2016 1095C for Redding ACTIVE" and "2016 1095C for Redding RETIREE" reports.
        Please refer latest run from both reports.

        For achieving this we have created two rules on below mentioned path
        Home >> Company Home >> BenAdmin Home >> BenAdmin Company Home >> ACA >> ACA Customization >> ACA 1095C Class Wise Rate Configuration
        If any changes is required in this customization in future, please update the rules and Rerun the reports.

        Our observations are as follows.
        1.RPOA
        2.RPMA
        3.IAFF
        these classes where not available for selecting $154 cost on line 15 of 1095-C report.

        Similarly
        1.RPOA Miscellaneous
        This Class is also not available for selecting $164 cost on line 16 of 1095-C report.

        Please let us know, if any additional information is required.

        Thanks,
        Smita

        FYI Nandkumar Prabhakar Karlekar,Sachin Hingole,Ramya Tantry

        Show
        smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers Hi Jennifer, We have rerun "2016 1095C for Redding ACTIVE" and "2016 1095C for Redding RETIREE" reports. Please refer latest run from both reports. For achieving this we have created two rules on below mentioned path Home >> Company Home >> BenAdmin Home >> BenAdmin Company Home >> ACA >> ACA Customization >> ACA 1095C Class Wise Rate Configuration If any changes is required in this customization in future, please update the rules and Rerun the reports. Our observations are as follows. 1.RPOA 2.RPMA 3.IAFF these classes where not available for selecting $154 cost on line 15 of 1095-C report. Similarly 1.RPOA Miscellaneous This Class is also not available for selecting $164 cost on line 16 of 1095-C report. Please let us know, if any additional information is required. Thanks, Smita FYI Nandkumar Prabhakar Karlekar , Sachin Hingole , Ramya Tantry
        smita.pawar Smita Pawar (Inactive) logged work - 17/Jan/17 01:07 PM
        • Time Spent:
          4h
           

          1.Analysis
          2.Customization
          3.Report Rerun
          4.Verification

        smita.pawar Smita Pawar (Inactive) made changes -
        Remaining Estimate 14h [ 50400 ] 10h [ 36000 ]
        Time Spent 2h [ 7200 ] 6h [ 21600 ]
        Worklog Id 19552 [ 19552 ]
        ramya.tantry Ramya Tantry (Inactive) logged work - 17/Jan/17 07:48 PM
        • Time Spent:
          1h
           

          Analysis
          Discussion

        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Hi - why is Bernard Shaw showing a 1G for all 12 months? He was hired on 5.2.16 and terminated 10.28.16. I do not know if he is the only one but please verify the rest of the run for this group are correct.

        Show
        jennifer.leugers Jennifer Leugers added a comment - Hi - why is Bernard Shaw showing a 1G for all 12 months? He was hired on 5.2.16 and terminated 10.28.16. I do not know if he is the only one but please verify the rest of the run for this group are correct.
        jennifer.leugers Jennifer Leugers made changes -
        Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
        sachin.hingole Sachin Hingole (Inactive) logged work - 25/Jan/17 09:33 AM
        • Time Spent:
          1.5h
           

          Analysis of employee getting 1G.
          Provided details about these employees.

        Hide
        sachin.hingole Sachin Hingole (Inactive) added a comment -

        Hi Jennifer Leugers,

        We have verified all the employees who are getting 1G on 1095C PDF, and codes are correct for all the employees including "Bernard Shaw", As all these employees Employment Type is either Part-Time or Temporary.

        Also "MARGERY J STOCKWELL" employee got 1G on 1095C PDF as she is Retired with effective date 12/31/2015 and then terminated with effective date 05/19/2016.

        Please let us know if you need any other details.

        Thanks,
        Sachin Hingole

        Nandkumar Prabhakar Karlekar Ramya Tantry Rakesh Roy Smita Pawar

        Show
        sachin.hingole Sachin Hingole (Inactive) added a comment - Hi Jennifer Leugers , We have verified all the employees who are getting 1G on 1095C PDF, and codes are correct for all the employees including "Bernard Shaw", As all these employees Employment Type is either Part-Time or Temporary. Also "MARGERY J STOCKWELL" employee got 1G on 1095C PDF as she is Retired with effective date 12/31/2015 and then terminated with effective date 05/19/2016. Please let us know if you need any other details. Thanks, Sachin Hingole Nandkumar Prabhakar Karlekar Ramya Tantry Rakesh Roy Smita Pawar
        sachin.hingole Sachin Hingole (Inactive) made changes -
        Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
        sachin.hingole Sachin Hingole (Inactive) made changes -
        Remaining Estimate 10h [ 36000 ] 8.5h [ 30600 ]
        Time Spent 6h [ 21600 ] 7.5h [ 27000 ]
        Worklog Id 21000 [ 21000 ]
        ramya.tantry Ramya Tantry (Inactive) logged work - 25/Jan/17 11:32 AM
        • Time Spent:
          1h
           

          analysis and QA discussion

        ramya.tantry Ramya Tantry (Inactive) made changes -
        Remaining Estimate 8.5h [ 30600 ] 7.5h [ 27000 ]
        Time Spent 7.5h [ 27000 ] 8.5h [ 30600 ]
        Worklog Id 21034 [ 21034 ]
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Hi all - I have a call with Shawn tomorrow at 8 AM my time so really need to figure this out tonight if at all possible. There are roughly 20 or so employees that are in the part time classes that need to be added to the 1095C run. I couldn't figure out a way to do this so I've just created the run with those individuals (listed in the additional criteria under social). I know I can continue down this path but how would we put them together for the IRS? Is there another way for me to accomplish this?

        Show
        jennifer.leugers Jennifer Leugers added a comment - Hi all - I have a call with Shawn tomorrow at 8 AM my time so really need to figure this out tonight if at all possible. There are roughly 20 or so employees that are in the part time classes that need to be added to the 1095C run. I couldn't figure out a way to do this so I've just created the run with those individuals (listed in the additional criteria under social). I know I can continue down this path but how would we put them together for the IRS? Is there another way for me to accomplish this?
        jennifer.leugers Jennifer Leugers made changes -
        Assignee Jennifer Leugers [ jennifer.leugers ] Sachin Hingole [ sachin.hingole ]
        sachin.hingole Sachin Hingole (Inactive) made changes -
        Assignee Sachin Hingole [ sachin.hingole ] Smita Pawar [ smita.pawar ]
        ramya.tantry Ramya Tantry (Inactive) logged work - 27/Jan/17 07:50 AM
        • Time Spent:
          0.75h
           

          analysis and discussion

        ramya.tantry Ramya Tantry (Inactive) made changes -
        Remaining Estimate 7.5h [ 27000 ] 6.75h [ 24300 ]
        Time Spent 8.5h [ 30600 ] 9.25h [ 33300 ]
        Worklog Id 21226 [ 21226 ]
        ramya.tantry Ramya Tantry (Inactive) logged work - 27/Jan/17 10:10 AM
        • Time Spent:
          1.5h
           

          analysis
          discussion with Smita and Nandkumar
          Rule creation for Active and PT employees

        ramya.tantry Ramya Tantry (Inactive) made changes -
        Remaining Estimate 6.75h [ 24300 ] 5.25h [ 18900 ]
        Time Spent 9.25h [ 33300 ] 10.75h [ 38700 ]
        Worklog Id 21275 [ 21275 ]
        nandkumar Nandkumar Prabhakar Karlekar (Inactive) logged work - 27/Jan/17 10:16 AM
        • Time Spent:
          1h
           
          <No comment>
        nandkumar Nandkumar Prabhakar Karlekar (Inactive) made changes -
        Remaining Estimate 5.25h [ 18900 ] 4.25h [ 15300 ]
        Time Spent 10.75h [ 38700 ] 11.75h [ 42300 ]
        Worklog Id 21281 [ 21281 ]
        ramya.tantry Ramya Tantry (Inactive) logged work - 27/Jan/17 12:36 PM
        • Time Spent:
          0.5h
           

          discussion with Smita

        ramya.tantry Ramya Tantry (Inactive) made changes -
        Remaining Estimate 4.25h [ 15300 ] 3.75h [ 13500 ]
        Time Spent 11.75h [ 42300 ] 12.25h [ 44100 ]
        Worklog Id 21332 [ 21332 ]
        Hide
        smita.pawar Smita Pawar (Inactive) added a comment - - edited

        Hi Jennifer Leugers,

        We have changed the additional eligibility criteria for "2016 1095C for Redding ACTIVE" for combining required part time employees and active employees and Rerun reports.
        Similarly we have changed eligibility rule on EIN Class mapping rule screen also.
        Eligibility rule used is "1095C Active And PT".

        Please refer latest run, steps to down reports are as follows.

        1.Login to Production with Partner.
        2.Edit company City of Redding For Hspl.
        3.Navigate to "Home >> Company Home >> BenAdmin Home >> BenAdmin Company Home >> ACA >> IRS Report".
        4.Edit Report "2016 1095C for Redding ACTIVE"
        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.

        Please review it and revert back if any query.

        Thanks,
        Smita

        FYI Ramya Tantry,Nandkumar Prabhakar Karlekar,Sachin Hingole

        Show
        smita.pawar Smita Pawar (Inactive) added a comment - - edited Hi Jennifer Leugers , We have changed the additional eligibility criteria for "2016 1095C for Redding ACTIVE" for combining required part time employees and active employees and Rerun reports. Similarly we have changed eligibility rule on EIN Class mapping rule screen also. Eligibility rule used is "1095C Active And PT". Please refer latest run, steps to down reports are as follows. 1.Login to Production with Partner. 2.Edit company City of Redding For Hspl. 3.Navigate to "Home >> Company Home >> BenAdmin Home >> BenAdmin Company Home >> ACA >> IRS Report". 4.Edit Report "2016 1095C for Redding ACTIVE" 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. Please review it and revert back if any query. Thanks, Smita FYI Ramya Tantry , Nandkumar Prabhakar Karlekar , Sachin Hingole
        smita.pawar Smita Pawar (Inactive) logged work - 27/Jan/17 01:22 PM
        • Time Spent:
          4h
           

          1.Analysis
          2.Internal discussion
          3.Eligibility rule creation
          4.Verification

        smita.pawar Smita Pawar (Inactive) made changes -
        Original Estimate 16h [ 57600 ] 20h [ 72000 ]
        smita.pawar Smita Pawar (Inactive) made changes -
        Remaining Estimate 3.75h [ 13500 ] 0h [ 0 ]
        Time Spent 12.25h [ 44100 ] 16.25h [ 58500 ]
        Worklog Id 21353 [ 21353 ]
        smita.pawar Smita Pawar (Inactive) made changes -
        Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Thanks! That worked for all but Liapis and Tackett. I double-checked and their socials are added but their forms are not populating. Could you please check into why?

        Show
        jennifer.leugers Jennifer Leugers added a comment - Thanks! That worked for all but Liapis and Tackett. I double-checked and their socials are added but their forms are not populating. Could you please check into why?
        jennifer.leugers Jennifer Leugers made changes -
        Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
        ramya.tantry Ramya Tantry (Inactive) made changes -
        Assignee Smita Pawar [ smita.pawar ] Ramya Tantry [ ramya.tantry ]
        ramya.tantry Ramya Tantry (Inactive) made changes -
        Attachment Tackett.jpg [ 38499 ]
        ramya.tantry Ramya Tantry (Inactive) made changes -
        Attachment Liapis.jpg [ 38500 ]
        ramya.tantry Ramya Tantry (Inactive) made changes -
        Attachment Liapis.jpg [ 38500 ]
        ramya.tantry Ramya Tantry (Inactive) made changes -
        Attachment Liapis.jpg [ 38501 ]
        Hide
        ramya.tantry Ramya Tantry (Inactive) added a comment -

        Hi Jennifer Leugers,
        Please find below comments.

        CHRIS T LIAPIS : He was terminated in the year 2015 and had no benefits in 2016.As he neither present in the company for the year 2016 nor he had benefits,1095C form is not generated for this employee.
        Refer screenshot:

        KEVIN D TACKETT : This EE is hired on 03/14/2016,but he is terminated with backdate(06/19/2015).
        Refer screenshot:

        As per the employee data,this employee is not present in the company for 2016 and had no benefits in 2016.So,1095C form is not generated for this employee.

        Please let us know if you need any other details.

        CC:Smita Pawar,Sachin Hingole,Nandkumar Prabhakar Karlekar

        Show
        ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , Please find below comments. CHRIS T LIAPIS : He was terminated in the year 2015 and had no benefits in 2016.As he neither present in the company for the year 2016 nor he had benefits,1095C form is not generated for this employee. Refer screenshot: KEVIN D TACKETT : This EE is hired on 03/14/2016,but he is terminated with backdate(06/19/2015). Refer screenshot: As per the employee data,this employee is not present in the company for 2016 and had no benefits in 2016.So,1095C form is not generated for this employee. Please let us know if you need any other details. CC: Smita Pawar , Sachin Hingole , Nandkumar Prabhakar Karlekar
        ramya.tantry Ramya Tantry (Inactive) made changes -
        Assignee Ramya Tantry [ ramya.tantry ] Jennifer Leugers [ jennifer.leugers ]
        ramya.tantry Ramya Tantry (Inactive) made changes -
        Time Spent 16.25h [ 58500 ] 17.25h [ 62100 ]
        Worklog Id 21473 [ 21473 ]
        ramya.tantry Ramya Tantry (Inactive) made changes -
        Worklog Id 21473 [ 21473 ]
        ramya.tantry Ramya Tantry (Inactive) logged work - 30/Jan/17 04:26 PM - edited
        • Time Spent:
          1h
           

          analysis
          draft reply

        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) made changes -
        Status Waiting for Customer Input [ 10500 ] Open [ 1 ]
        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) made changes -
        Resolution Done [ 10000 ]
        Status Open [ 1 ] Resolved [ 5 ]
        satyap Satya made changes -
        Environment_New Production [ 18442 ]
        Transition Time In Source Status Execution Times
        Kumar Chhajed (Inactive) made transition -
        Open Waiting for Customer Input
        3h 10m 1
        Cathleen Harrington (Inactive) made transition -
        Waiting for Customer Input Open
        91d 7h 19m 1
        Cathleen Harrington (Inactive) made transition -
        Open Resolved
        8s 1

          People

          Assignee:
          jennifer.leugers Jennifer Leugers
          Reporter:
          kumar.chhajed Kumar Chhajed (Inactive)
          Votes:
          0 Vote for this issue
          Watchers:
          5 Start watching this issue

            Dates

            Created:
            Updated:
            Resolved:
            Production Due Date:

              Time Tracking

              Estimated:
              Original Estimate - 20h
              20h
              Remaining:
              Remaining Estimate - 0h
              0h
              Logged:
              Time Spent - 17.25h Time Not Required
              17.25h