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1 Am I using the most current version of the 1095 and/or 1094 Excel import file?

SYMPTOM Am I using the most current Excel import template for my 2017 tax year 1095 and/or 1094 form(s)? SOLUTION Note: If you received the pre-release version of the 2017 tax year 1095 and/or 1094 import template, that template cannot be imported into Yearli…

2 How can I add or edit 1095 information after importing?

SYMPTOM I previously imported my 1095 data; however I now need to import again to update or add data to existing forms. How do I do this? RESOLUTION If you need to import new or additional 1095 forms that have not been imported previously, this can be done…

3 How do I add, edit, and delete a covered individual?

SYMPTOM How to add, edit, and delete a covered individual in the Yearli program. RESOLUTION Procedure 1 (Adding a covered individual) Click the Payer List button. Double click on the payer name. Select the recipient to add the covered individual(s) to. If…

4 How do I complete line 14 on the 1095-C form?

SYMPTOM How do I complete line 14 on the 1095-C form? RESOLUTION Line 14 on the 1095-C is for the offer of coverage. Enter the appropriate code in the All 12 Months box if the same code applies to the entire calendar year. Or, if the offer of coverage changed…

5 How do I complete line 15 on the 1095-C form?

SYMPTOM How do I complete line 15 on the 1095-C form? RESOLUTION Line 15 on the 1095-C is for the employee share of the lowest cost monthly premium for self-only minimum value coverage. Line 15 is only required if you entered code 1B, 1C, 1D, or 1E on line…

6 How do I complete line 16 on the 1095-C form?

SYMPTOM How do I complete line 16 on the 1095-C form? RESOLUTION Line 16 on the 1095-C is for the Applicable Section 4980H Safe Harbor. It is in the best interest of the employer to enter a valid code in line 16, if applicable, to minimize any contact from…

7 How do I create Form 1095-B?

SYMPTOM How do I create Form 1095-B? RESOLUTION Procedure 1 (Creating Form 1095-B) Click on the Payer List button. Double click on the payer name. Highlight the recipient to add the form to. Click on the Add Form button. Choose 1095-B from the Form Type drop…

8 How do I create Form 1095-C?

SYMPTOM How do I create Form 1095-C? RESOLUTION Procedure 1 (Creating Form 1095-C) Click on the Payer List button. Double click on the payer name. Highlight the recipient to add the form to. Click on the Add Form button. Choose 1095-C from the Form Type drop…

9 How do I determine the total number of full-time employees and full-time equivalents?

SYMPTOM How to determine the total number of full-time employees and full-time equivalents for an employer. RESOLUTION Procedure 1 (Determining ALE Status) Any employer that has 50 or more full-time employees or full-time equivalents is considered an Applicable…

10 How do I determine whether I am fully-insured or self-insured?

SYMPTOM How to determine whether an employer is considered fully-insured or self-insured for 1095-C and 1095-B filing. RESOLUTION Procedure 1 (Determining whether an employer is self-insured or fully-insured) Self-insured employers, also known as "self-funded"…

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