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personnel:utilities:copy1095data
Copy 1095 Data - HRS7967
Personnel > Utilities > Copy 1095 Data
This page is used to copy 1095 data from one year to another year. Data is copied for employees and covered individuals who were either actively employed and/or enrolled in health coverage in December of the selected from the calendar year. The monthly coverage status and Safe Harbor data is used to determine if an employee or covered individual's data is copied.
Copy data:
❏ Under Extract Option, select one of the following options:
- Copy new records only.
- Delete all existing records and copy all records.
❏ Under Record Type, select one of the following options:
| Field | Description |
|---|---|
| ACA 1095-B | Selected by default. If selected, only covered individual records with coverage in December or for All months in the From Calendar Year are copied. |
| ACA 1095-C | If selected, only covered individual records with coverage in December or for All months in the From Calendar Year, and have a value other than 2A in the December Safe Harbor field are copied. |
| From Calendar Year (YYYY) | Type the calendar year from which you want to copy data. |
| To Calendar Year (YYYY) | Type the calendar year to which you want to copy data. |
The following fields are only displayed if ACA 1095-C is selected:
| Plan Start Month | Type the two-digit number (01 through 12) indicating the calendar month during which the plan year began for the health plan in which the employee was offered coverage. |
|---|---|
| Employee Share of Lowest Cost Monthly Premium | Type the set share of the lowest-cost monthly premium amount to be applied to the to year. |
❏ Click Execute to execute the process. If any errors are encountered during the process, a Copy 1095-B Errors report is displayed. Review the report.
A message is displayed indicating that the process was completed successfully.
personnel/utilities/copy1095data.txt · Last modified: 2020/09/01 19:57 by emoreno