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  1. WORKTERRA
  2. WT-6319

ACA - 2017 : Austin 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:
      Austin
    • Module:
      ACA - 2017

      Attachments

        Activity

        Hide
        kumar.chhajed Kumar Chhajed (Inactive) added a comment - - edited

        Hi Jennifer Leugers

        We have changed the From date as "01/01/2016" and To date as "12/31/2016" of reports

        1. 1095C - Austin Bridge and Road LP
        2. 1095C - Austin Professional Services Inc.
        3. 1095C - Austin Commercial LP
        4. 1095C - California Construction Labor Services Inc
        5. 1095C - Austin Industrial Specialty Services Inc
        6. 1095C - Austin Maintenance and Construction Inc
        7. 1095C - Austin Industrial Services LP

        We have run this reports. Please refer latest run dated for all reports is 11/15/2016 for verification.

        We have used existing ACA Customization for this run.Please verify the same 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 - - edited Hi Jennifer Leugers We have changed the From date as "01/01/2016" and To date as "12/31/2016" of reports 1095C - Austin Bridge and Road LP 1095C - Austin Professional Services Inc. 1095C - Austin Commercial LP 1095C - California Construction Labor Services Inc 1095C - Austin Industrial Specialty Services Inc 1095C - Austin Maintenance and Construction Inc 1095C - Austin Industrial Services LP We have run this reports. Please refer latest run dated for all reports is 11/15/2016 for verification. We have used existing ACA Customization for this run.Please verify the same 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
        Hide
        ramya.tantry Ramya Tantry (Inactive) added a comment -

        Hi Jennifer Leugers

        We have run following reports.

        1095C - Austin Bridge and Road LP
        1095C - Austin Professional Services Inc.
        1095C - Austin Commercial LP
        1095C - California Construction Labor Services Inc
        1095C - Austin Industrial Specialty Services Inc
        1095C - Austin Maintenance and Construction Inc
        1095C - Austin Industrial Services LP

        Please refer latest run for verification.

        We have used existing ACA Customization for this run.Please verify the same on this company and please make changes on this screen if necessary,so that the report can be re-run with latest customization.
        Also verify the Eligibility rules on 1095C report.

        CC:Nandkumar Prabhakar Karlekar,Sachin Hingole

        Show
        ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers We have run following reports. 1095C - Austin Bridge and Road LP 1095C - Austin Professional Services Inc. 1095C - Austin Commercial LP 1095C - California Construction Labor Services Inc 1095C - Austin Industrial Specialty Services Inc 1095C - Austin Maintenance and Construction Inc 1095C - Austin Industrial Services LP Please refer latest run for verification. We have used existing ACA Customization for this run.Please verify the same on this company and please make changes on this screen if necessary,so that the report can be re-run with latest customization. Also verify the Eligibility rules on 1095C report. CC: Nandkumar Prabhakar Karlekar , Sachin Hingole
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Customization updated; please re-run.

        Show
        jennifer.leugers Jennifer Leugers added a comment - Customization updated; please re-run.
        Hide
        kumar.chhajed Kumar Chhajed (Inactive) added a comment - - edited

        Hi Jennifer Leugers,

        We have re-run following reports.

        1. 1095C - Austin Bridge and Road LP
        2. 1095C - Austin Professional Services Inc.
        3. 1095C - Austin Commercial LP
        4. 1095C - Austin Industrial Specialty Services Inc
        5. 1095C - Austin Maintenance and Construction Inc
        6. 1095C - Austin Industrial Services LP

        Please refer latest run for verification.

        CC: Nandkumar Prabhakar Karlekar,Sachin Hingole

        Show
        kumar.chhajed Kumar Chhajed (Inactive) added a comment - - edited Hi Jennifer Leugers , We have re-run following reports. 1095C - Austin Bridge and Road LP 1095C - Austin Professional Services Inc. 1095C - Austin Commercial LP 1095C - Austin Industrial Specialty Services Inc 1095C - Austin Maintenance and Construction Inc 1095C - Austin Industrial Services LP Please refer latest run for verification. CC: Nandkumar Prabhakar Karlekar , Sachin Hingole
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Hi all - is there a way to indicate the spousal carve-out by class, not plan? Austin has certain classes that have the spousal as conditional but others where there are no limitations. How do I do that in WORKTERRA?

        Show
        jennifer.leugers Jennifer Leugers added a comment - Hi all - is there a way to indicate the spousal carve-out by class, not plan? Austin has certain classes that have the spousal as conditional but others where there are no limitations. How do I do that in WORKTERRA?
        Hide
        ramya.tantry Ramya Tantry (Inactive) added a comment -

        Hi Jennifer Leugers,

        Currently,there is no UI to do spousal coverage by class.
        However we can do this from Backend.

        We need below details to achieve this:
        1. Eligibility rule : This is generic eligibility rule which will give EE's that are eligibile for spousal coverage.
        2. Which eligibility rule corresponds to which code (1J,1K)

        Below are specifications for 1K,1J (For More info,please visit IRS Site)
        1J. Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage conditionally offered to spouse; minimum essential coverage not offered to dependent(s).

        1K. Minimum essential coverage providing minimum value offered to employee; at least minimum essential coverage offered to dependents; and at least minimum essential coverage conditionally offered to spouse.

        We will run this eligibility rule for the period : 01/01/2016-12/31/2016.
        We will update only line 14 of eligible months with the code to which the eligibility rule corresponds for all the eligible EE under that rule.

        As we need to do additional coding to achieve this functionality,it requires additional time.
        Please provide above information and let us know your views on this.

        CC: Nandkumar Prabhakar Karlekar,Sachin Hingole

        Show
        ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , Currently,there is no UI to do spousal coverage by class. However we can do this from Backend. We need below details to achieve this: 1. Eligibility rule : This is generic eligibility rule which will give EE's that are eligibile for spousal coverage. 2. Which eligibility rule corresponds to which code (1J,1K) Below are specifications for 1K,1J (For More info,please visit IRS Site) 1J. Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage conditionally offered to spouse; minimum essential coverage not offered to dependent(s). 1K. Minimum essential coverage providing minimum value offered to employee; at least minimum essential coverage offered to dependents; and at least minimum essential coverage conditionally offered to spouse. We will run this eligibility rule for the period : 01/01/2016-12/31/2016. We will update only line 14 of eligible months with the code to which the eligibility rule corresponds for all the eligible EE under that rule. As we need to do additional coding to achieve this functionality,it requires additional time. Please provide above information and let us know your views on this. CC: Nandkumar Prabhakar Karlekar , Sachin Hingole
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Hi all - the only groups for Austin that have the carve-out are class 3 values for GC, NB and VL. All others do not. Please correct on the back-end and re-run all files. Thanks.

        Show
        jennifer.leugers Jennifer Leugers added a comment - Hi all - the only groups for Austin that have the carve-out are class 3 values for GC, NB and VL. All others do not. Please correct on the back-end and re-run all files. Thanks.
        Hide
        kumar.chhajed Kumar Chhajed (Inactive) added a comment -

        Hi Jennifer Leugers,

        We have made changes in conditional offer in ACA customization, we have set conditional offer to default.
        Rule_189 was already created with class 3 values selected for GC, NB and VL.
        We have used this rule in Multi-employer drop down. From Back-end we have updated Line 14 to 1K for the eligible months of all the employees falling under this rule.

        We have considered here code 1K as you have not mentioned which code to use for these employees.

        We have re-run all the reports. Please refer latest run for verification.

        CC - Nandkumar Prabhakar Karlekar Sachin Hingole

        Show
        kumar.chhajed Kumar Chhajed (Inactive) added a comment - Hi Jennifer Leugers , We have made changes in conditional offer in ACA customization, we have set conditional offer to default. Rule_189 was already created with class 3 values selected for GC, NB and VL. We have used this rule in Multi-employer drop down. From Back-end we have updated Line 14 to 1K for the eligible months of all the employees falling under this rule. We have considered here code 1K as you have not mentioned which code to use for these employees. We have re-run all the reports. Please refer latest run for verification. CC - Nandkumar Prabhakar Karlekar Sachin Hingole
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Hi all - could you please re-run the Maintenance and Construction group tonight? Thanks.

        Show
        jennifer.leugers Jennifer Leugers added a comment - Hi all - could you please re-run the Maintenance and Construction group tonight? Thanks.
        Hide
        ramya.tantry Ramya Tantry (Inactive) added a comment -

        Hi Jennifer Leugers,

        We have run "1095C - Austin Maintenance and Construction Inc" report.
        Please refer latest run for verification.

        CC: Nandkumar Prabhakar Karlekar,Sachin Hingole,Smita Pawar

        Show
        ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , We have run "1095C - Austin Maintenance and Construction Inc" report. Please refer latest run for verification. CC: Nandkumar Prabhakar Karlekar , Sachin Hingole , Smita Pawar
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Hi all - please see comments from the Client and advise what needs to be done

        Waiting period seems off and 1K should never have a $0 associated to it (waiting period cleanup looks like will fix the majority of these though because it will move from 1K to 1H). it looks like it is treating the waiting period like Salary for everyone.

        Salary – First of the month following or coincident with date of hire.

        Hourly – First of the month following or coincident with 60 days from date of hire.

        Alec Sarner – Hourly. Should have a waiting period from May/June/July. So instead of 2H it should be 2D.

        Tryston Brock – Hourly. Old one has his waiting period accurate, but not the 1K. New one should have Jan as 1K with an amount, and then the waiting period for Sept/Oct should be 1H and 2D instead of 1K and 2H.

        Pablo Arriaga – Hourly. March should be 1H and 2D. Will fix 1k with $0

        Show
        jennifer.leugers Jennifer Leugers added a comment - Hi all - please see comments from the Client and advise what needs to be done Waiting period seems off and 1K should never have a $0 associated to it (waiting period cleanup looks like will fix the majority of these though because it will move from 1K to 1H). it looks like it is treating the waiting period like Salary for everyone. Salary – First of the month following or coincident with date of hire. Hourly – First of the month following or coincident with 60 days from date of hire. Alec Sarner – Hourly. Should have a waiting period from May/June/July. So instead of 2H it should be 2D. Tryston Brock – Hourly. Old one has his waiting period accurate, but not the 1K. New one should have Jan as 1K with an amount, and then the waiting period for Sept/Oct should be 1H and 2D instead of 1K and 2H. Pablo Arriaga – Hourly. March should be 1H and 2D. Will fix 1k with $0
        Hide
        smita.pawar Smita Pawar (Inactive) added a comment -

        Hi Jennifer Leugers,

        It was an Issue and we have resolved same.
        We have rerun below mentioned reports.

        1095C - Austin Bridge and Road LP
        1095C - Austin Professional Services Inc.
        1095C - Austin Commercial LP
        1095C - California Construction Labor Services Inc
        1095C - Austin Industrial Specialty Services Inc
        1095C - Austin Maintenance and Construction Inc
        1095C - Austin Industrial Services LP

        We have verified below mentioned employees.
        Alec Sarner
        Tryston Brock
        Pablo Arriaga:- This employee is terminated on '03/03/2016'.
        Hence for the March month 1H and 2D code will not display.

        Please refer latest RUN.
        Steps to download latest RUN are as follows

        1.Login to Production with Partner.
        2.Edit company Austin.
        3.Navigate to "Home >> Company Home >> BenAdmin Home >> BenAdmin Company Home >> ACA >> IRS Report".
        4.Edit Reports
        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

        FYI Sachin Hingole,Nandkumar Prabhakar Karlekar,Ramya Tantry

        Show
        smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , It was an Issue and we have resolved same. We have rerun below mentioned reports. 1095C - Austin Bridge and Road LP 1095C - Austin Professional Services Inc. 1095C - Austin Commercial LP 1095C - California Construction Labor Services Inc 1095C - Austin Industrial Specialty Services Inc 1095C - Austin Maintenance and Construction Inc 1095C - Austin Industrial Services LP We have verified below mentioned employees. Alec Sarner Tryston Brock Pablo Arriaga:- This employee is terminated on '03/03/2016'. Hence for the March month 1H and 2D code will not display. Please refer latest RUN. Steps to download latest RUN are as follows 1.Login to Production with Partner. 2.Edit company Austin. 3.Navigate to "Home >> Company Home >> BenAdmin Home >> BenAdmin Company Home >> ACA >> IRS Report". 4.Edit Reports 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 FYI Sachin Hingole , Nandkumar Prabhakar Karlekar , Ramya Tantry
        Hide
        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) added a comment -

        Austin - corrections that ran didn't make the changes

        Waiting period seems off and 1K should never have a $0 associated to it (waiting period cleanup looks like will fix the majority of these though because it will move from 1K to 1H). it looks like it is treating the waiting period like Salary for everyone.
        • Salary – First of the month following or coincident with date of hire.
        • Hourly – First of the month following or coincident with 60 days from date of hire.

        • Alec Sarner – Hourly. Should have a waiting period from May/June/July. So instead of 2H it should be 2D.
        • Tryston Brock – Hourly. Old one has his waiting period accurate, but not the 1K. New one should have Jan as 1K with an amount, and then the waiting period for Sept/Oct should be 1H and 2D instead of 1K and 2H.
        • Pablo Arriaga – Hourly. March should be 1H and 2D. Will fix 1k with $0.

        Jennifer LeugersTracy Kot Austin Corrections 1095 Forms 1.19.2017.pdf

        Show
        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) added a comment - Austin - corrections that ran didn't make the changes Waiting period seems off and 1K should never have a $0 associated to it (waiting period cleanup looks like will fix the majority of these though because it will move from 1K to 1H). it looks like it is treating the waiting period like Salary for everyone. • Salary – First of the month following or coincident with date of hire. • Hourly – First of the month following or coincident with 60 days from date of hire. • Alec Sarner – Hourly. Should have a waiting period from May/June/July. So instead of 2H it should be 2D. • Tryston Brock – Hourly. Old one has his waiting period accurate, but not the 1K. New one should have Jan as 1K with an amount, and then the waiting period for Sept/Oct should be 1H and 2D instead of 1K and 2H. • Pablo Arriaga – Hourly. March should be 1H and 2D. Will fix 1k with $0. Jennifer Leugers Tracy Kot Austin Corrections 1095 Forms 1.19.2017.pdf
        Hide
        ramya.tantry Ramya Tantry (Inactive) added a comment -

        Hi Cathleen Harrington

        We have re-run the all the reports.
        Please refer latest run for verification of all the reports

        We have verified below mentioned employees in the latest run.

        • Alec Sarner :1H-2D displayed for May/June/July.
        • Tryston Brock : 1H-2D displayed for Sept/Oct. This EE was terminated in Jan and didn't had any offer for the whole month of Jan.So 1K cannot be displayed.
        • Pablo Arriaga:- This employee is terminated on '03/03/2016'.
          Hence for the March month 1H and 2D code will not display.

        In-case you want to force the codes,you can
        1) Manually correct each Employee from ACA 1095C Correction screen under ACA Customization Or
        2) Simply Import Codes of those 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,Jennifer Leugers,Tracy Kot

        Show
        ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Cathleen Harrington We have re-run the all the reports. Please refer latest run for verification of all the reports We have verified below mentioned employees in the latest run. Alec Sarner :1H-2D displayed for May/June/July. Tryston Brock : 1H-2D displayed for Sept/Oct. This EE was terminated in Jan and didn't had any offer for the whole month of Jan.So 1K cannot be displayed. Pablo Arriaga:- This employee is terminated on '03/03/2016'. Hence for the March month 1H and 2D code will not display. In-case you want to force the codes,you can 1) Manually correct each Employee from ACA 1095C Correction screen under ACA Customization Or 2) Simply Import Codes of those 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 , Jennifer Leugers , Tracy Kot

          People

          Assignee:
          jennifer.leugers Jennifer Leugers
          Reporter:
          ramya.tantry Ramya Tantry (Inactive)
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          0 Vote for this issue
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