What information will I need for ACA?
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To prepare for Affordable Care Act reporting, gather the following employee information:

Note: Additional information and definitions can be found on the IRS website. See Instructions for Forms 1094-C and 1095-C (2015) for more information.

  • Employees' ACA Exemption status
  • Employees' Plan Coverage Code
  • Employees' Plan Share Amount
  • Employees' Safe Harbor Code
  • The plan Policy origin code.
    Note: If any of the above information changed during the calendar year, gather the original information, the new information, and the month that the information changed.
  • For employees participating in a company self-insured plan:
    • Social Security Number or Date of birth, and names and for all covered individuals.
    • Months of coverage for covered individuals.
  • For have employees that elected to receive their 1095-C forms electronically, verify they have a valid email address.

Gather the following Employer information:

  • Determine if your company is an Applicable Large Employer.
    • If your company is an Applicable Large Employer, determine how many forms you will be filing.
  • Determine if your company is part of an Aggregate ALE group.
    • If your company is part of the aggregate ALE group, determine which company's filing will be designated as the Authoritative Transmittal.
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