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general:aca_create_1095_records

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general:aca_create_1095_records [2021/09/28 15:19] – emorenogeneral:aca_create_1095_records [2026/02/20 16:46] (current) – emoreno
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-\\  Choose one of the following methods to create 1095 records:+\\  The following methods are available to create the 1095 records. Depending on your LEAs procedures, you can select the method that best meets your needs.  
 + 
 +<WRAP center round tip> 
 +Remember, if your LEA initially planned to maintain employee insurance data in Personnel throughout the calendar year, you can use the extract method (b.) to create 1095 records. If not, then you can manually create records, import records, or copy records from the prior year.  
 +</WRAP> 
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 <div indent> <div indent>
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 ++++b. Extract records.|{{page>general:aca_extract_records&inline}}++++ ++++b. Extract records.|{{page>general:aca_extract_records&inline}}++++
 ++++c. Import 1095 data.|{{page>general:aca_import_records&inline}}++++ ++++c. Import 1095 data.|{{page>general:aca_import_records&inline}}++++
-++++d. Copy prior year records.|{{page>general:aca_copy_records&inline}}++++  +++++d. Copy prior year 1095-B and 1095-C records.|{{page>general:aca_copy_records&inline}}++++  
 </div> </div>
-\\ +\\   
 +Once the 1095 records are created or copied over from the prior year, you can make manual changes as needed using the Personnel > Maintenance > ACA 1095 YTD Data tabs.
  
-Once the 1095 records are created or if you copied records from the prior year and you need to make changes to employees whose information differs from last year’s data, use the Maintenance > ACA 1095 YTD Data > 1095-C tab to review and manually edit the records as needed. +The following are a few examples of possible edits that may be required after creating the 1095 records:
- +
-Below are a few examples of edits that may be required:+
  
   * Adding or deleting coverage for employees or dependents   * Adding or deleting coverage for employees or dependents
-  * <color #ed1c24>Deleting?</color> employees who left during the calendar year or who were not paid during the reporting year+  * Deleting employees who left during the calendar year or who were not paid during the reporting year
   * Adding new employees to your LEA   * Adding new employees to your LEA
- +\\  \\   
- +When making changes, be sure to retrieve the appropriate employee for the current calendar year, make the necessary changes, and then click **Save**.  
-Retrieve the desired employee for the 2021 calendar year.  If the information has changed since 2020, make the necessary adjustments and click **Save**.   +
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general/aca_create_1095_records.1632842341.txt.gz · Last modified: 2021/09/28 10:19 (external edit)

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