The following are Avionté's recommendations for correcting data and producing proper ACA reporting. Consult legal counsel or your broker for questions regarding insurance offerings or ACA compliance.
Methods
There are two methods to indicate a corrected form:
Circumstance | Action |
If the form has been filed with the IRS... | Place an X in the "Corrected" checkbox. |
If you are correcting a Form 1095-C that was previously provided to a recipient but NOT filed with the IRS... | Write "CORRECTED" on the new Form 1095-C provided to the recipient. |
For more information on corrections and forms, see IRS 1095-C Instructions.
Additional Parameters in Avionté
Avionté supports the following correction methods with added parameters in the Avionte_1095C Report.
Sent to IRS
The "Sent to IRS" drop-down menu signifies that the forms have been filed with the IRS.
Option | Description |
True | The forms have been submitted to the IRS. |
False | The forms have NOT been submitted to the IRS. |
Include
The "Include" drop down menu allows users to choose to include all 1095-C forms or only the corrected forms.
Option | Description |
All 1095C | Selects all 1095-C reports. |
Only Corrected 1095C | Selects only the corrected 1095-C reports. |
Part I
Employee Information
Data sources into these fields from:
- Employee > Detail
- Primary address listed for the employee
For more information, see Employee Detail - Pre 14.1 or Employee Detail - 14.1 & Newer depending on the version of Avionté you use.
Employer Information
Data sourced into these fields from Admin Tools > Employer > Detail Tab. Data can be adjusted, post-import, in the Companion application's ACA Employer tab.
Part II - Line 14
Logic
Code | Logic |
1A-1G |
|
1H |
|
Example
Joe Smith was effective on MVP Insurance starting May 15th. A deduction of Healthcare Plan 1 is on his record from 5/15/15 through 12/15/15. His Line 14 will show 1H from January through May, 1F from June through November and back to 1H in December.
To Correct Errors
Issue | How to Correct |
The offer of coverage code |
|
An offer of coverage showing |
|
Dates of coverage offered |
|
A deduction/contribution not showing as coverage |
|
Part II - Line 15
Logic
Code | Logic |
$XX.XX |
|
Blank |
|
Example
Joe Smith had coverage from 5/15/15 to 12/15/15. His Line 15 will show $85.60 from June through November (his full months of coverage). All other months will be blank.
To Correct Errors
Part II - Line 16
Logic
Code | Logic |
2A |
|
2B |
|
2C |
|
2D |
|
2E-2I |
|
Blank |
|
Example
Joe Smith began working with ABC Staffing on March 1st. He was offered MVP insurance which became effective on June 1st. He terminated his employment with ABC Staffing in mid-December. His 1095-C should appear as below:
To Correct Errors
2A
Issue | How to Correct |
Line 16 shows 2A when employee has an assignment | Verify the setup of the CountAsAssigned property in Admin Tools > Config Choice > Choice Property > Assignment_PerformanceTemp category. |
An employee is not working and not showing 2A | Verify the assignment dates and insert an end date if the employee stopped working. |
2B
Issue | How to Correct |
2B populates in January | Alter the start date of the healthcare deduction or contribution to after the first payroll of the year. Reference the IRS' Instructions for Forms 1094-C and 1095-C documentation for more information on 2B: "Also use this code for January 2016 if the employee was offered health coverage no later than the first day of the first payroll period that begins in January 2016 and the coverage offered was affordable for purposes of the employer shared responsibility provisions under section 4980H and provided minimum value." |
Form does not reflect that a termination occurred | Verify the assignment dates and insert an end date if the employee stopped working. |
2C
Issue | How to Correct |
Dates of coverage | Input a healthcare deduction on the employee's record with start and end dates that reflect their coverage on the plan. |
A deduction does not show as the coverage that it should be | Make sure your deduction Transaction Type is checked as "IsHealthcare" in Admin Tools > System > Transaction Type. For more information, see Admin Tools: Transaction Type - Deductions |
A deduction shows as coverage that it should not be |
|
2D
Issue | How to Correct |
2D shows for incorrect months |
|
Codes 2E-2I
Issue | How to Correct |
Incorrect safe harbor code is displayed | Alter the Indicate Certifications of Eligibility property of the Companion application's ACA Employer tab. |
Line 16 is blank |
Blanks are valid based on the Line 14 value. See Part II - Line 14 above for more information on correcting this code. |
Part II Overrides
Employee overrides are used to manually manipulate Part II data for an individual employee. For more information on how to complete an override, see 1095-C Part II Overrides.
Part III
Part III will populate if the supplier property IsFEINSelfInsured is set to True and the transaction type of healthcare deduction(s) are checked as "IsHealthcare."
Information for an employee's dependents pulls from Employee > Payroll > Deduction. See Employee Payroll - Deduction for more information.
Part III Data | Corresponding data in Avionté. |
Coverage Dates | Deduction start and end dates managed in the ACA Companion application's Employee plan details tab. |
Dependent data |
ACA Companion application's Employee plan details tab.
|
Updating your Reports
The Greenshades Feed and XML must be re-run in order to update reports with data changes. For more information, see Generate Greenshades Feed and XML.
To see the changes reflected in the report, go to Report > Reports and run the Avionte_1095C.
Next Steps After Correcting Errors
- Resend the corrected forms to employees. Forms are due to employees by January 31st.
Item to Print How to Print Corrected form(s) Printed from the core application in Reports > 1095 C Report. Mailing Address Labels Printed from the Avionte_1095 Label report. Use 5160 label paper. - File with the IRS
Number of 1095-C Forms Actions Under 250 forms Due by February 28th.
Note: For the 2016 reporting year, they are due by May 31st.
Run the 1094 C Report and 1095 C Report to print and mail.
May use the IRS 1094-C pdf if desired.250 forms and above Due by March 31st (e-filing).
Note: For the 2016 reporting year, they are due by June 30th.
Preview 1094-C in Avionté in Reports > 1094 C Report.
Upload XML to Greenshades. - Save the 2016 reports (as a PDF and/or printed copies).
Corrected forms will be created if:
- Data has been Finalized in the Report Preparation tab of the Companion Application
- AND changes have been made to 2016 data that would result in form changes
- AND the user clicks Process Corrections in the Companion Application > Report Preparation tab