IRS Forms 1094-C and 1095-C

SmartFusion Modules -> Human Resources -> Insurance And Benefits -> Reports

Recent Changes:
6.222
- Updated the ACA Schema from 2023 to 2024
6.195 
- Added ability to create files for prior years.
- Updated the ACA Schema from 2022 to 2023

6.178 - Added  'Plan Start Month' to the UI. It will default to January (01) and this value will be used in the landscape version of the 1095C and in the xml file created.

6.175 - Moved the "Is Self Insured" flag to the second page in the 1095-C landscape report; Added a plan start month for all employees

6.171 - Updated the ACA Schema from 2021 to 2022

6.153 Supplemental
- Updated logic for 1094-C to include Employment Status from the Salary tab in Enter/Edit Employee Master when determining if an employee is considered Full-Time.

6.151
- New report has been added that will print with the verification report and show all full time employees that do not have coverage.

6.146
- Updated the ACA Schema from 2020 to 2021.
- Margin options will now appear for the Landscape stock.

6.144
- New popup window to request user's initials when generating work files to indicate user has reviewed verification report.
- New option to Refresh Work Files. This will clear the work files for the selected year and regenerate them. If the files have already been accepted, a warning message will appear for the user.  

6.118
- Moved Covered Individuals to Page 2
- Update the ACA Schema from 2019 to 2020. 

Refer to bottom of page for changes prior to version 6.100

ATTENTION - If using Integrity Data - please see Export ACA Files

Introduction

This screen will allow the user to print the required 1094-C and 1095-C Forms.

For more information on these forms and how to submit the XML files, see the IRS website or follow the Submitting IRS 1094/1095 B and C XML Files Instructions:

Detailed Information On Each Form

Explanation

Required Fields

Select reporting year

Plan start month- Will default to 01- January. Allowed values are 00-12.
Contact first name
Contact last name
Contact Phone number
Select report

Other Fields

Supported 1095-C paper stock - This determines what paper stock the form is printed on.

If 'Landscape' is chosen, report margin options will become available. Certifications of eligibility will become available if a paper stock is selected. This is required if "1094-C and 1095-C" is selected in the Select Report drop down.

Report margins in inches - Note: These options are ONLY available when landscape is the stock option

XML file location - The location and file name of the XML file that will be generated. If this is blank, a file will not be created. This option is only available if 1094-C or 1094-C and 1095-C are selected in the s​elected report dropdown.

Authoritative transmittal - The IRS requires a single 1094-C submission designated as the authoritative transmittal that contains all required employees.Check if creating your authoritative transmittal. Certifications of eligibility will become available if this is checked.

Total number of Forms 1095-C filed on behalf of your organization - This only becomes available if Authoritative transmittal is checked. If submitting forms 1095-C in batches or another party is filing some of your organization's 1095-C forms, enter the total number of forms 1095-C submitted by and/or on behalf of your organization for the reporting year.

Troubleshooting

Troubleshooting 1094B, 1094C, 1095B, and 1095C

Dev References - Internal Use Only

To set up the schemas for the new tax year, reference the following steps: IRS Forms 1094/1095 B/C Schema Loading for New Year

Importing New XML Schema from ACA

Reference

QA Test Plans for IRS Forms 1094-C and 1095-C

IRS Instructions: https://www.irs.gov/pub/irs-pdf/i109495c.pdf

Changes Prior to Version 6.100

6.92  
- Updated software ID to the new 2019 software id (19A0009875)
- Schema and services have all been updated to tax year 2019  

6.71 - Moved the software ID to a configuration item and updated to the new 2018 software id (18A0007728)  

6.67 - Schemas, services, and reports have all been updated to tax year 2018

6.41
-Schemas, services, and reports have all been updated to tax year 2017
-Transition Relief check box has been removed

6.21
- Made enhancements to the schema for the 2016 tax year
Recent Change: 6.19
- Modified data pull for reports to look at generated work files
- Modified reports to use image of IRS 1094C and 1095C forms in portrait and realigned 1094C and 1095C for landscape. Added margin alignment options for landscape forms
- Updated XML creation to IRS 2016 specifications   

6.17 - Added Generate Work Files report option to prepare for ACA 2016 submissions.