SmartFusion Modules -> Human Resources -> Insurance And Benefits -> Reports -> IRS Forms 1094-B and 1095-B

Assumptions

• Employees are configured in payroll
• Benefits are configured in I&B
• Employees have heath benefits with health type attributes assigned in I&B master with effective/end dates that fall within the reporting year (if both dates are null, the employee will be excluded)
• Employees may have dependents defined on their employee-benefit detail

  Dependents have an SSN or Date of birth and the start/end dates of coverage fall within the reporting year (if both dates are null or both the SSN and DoB are blank, the dependent will be excluded)

• Based on the Origin of the Policy, only employees with the respective benefit type configured should have 1095B's printed for them

1094-B Fields

box 1 Filers Name (organization)
box 2 EIN (organization)
box 3 Name of Contact (user input)
box 4 Contact Telephone (user input)
box 5 Street Address (organization)
box 6 City or Town (organization)
box 7 State (organization)
box 8 Zip (organization)
box 9 Total number of Forms 1095-B submitted with this 1094-B (optional user input)

IF BLANK: Fill in Total number of employees the 1094-B 1095-B report is run for
ELSE fill with optional user input

See the "who gets a 1095-B?" section on IRS Forms 1094-B and 1095-B for more details on the the default number calculated for box 9.