Wiki source code of Covered Individual Information

Last modified by Derek K on 2024/02/07 22:29
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1 **1094/1095-C Process:**
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3 Covered Individuals can only be reported when the Employer-Sponsored Self-Insured check box is checked for the specific employee(s) who have enrolled in the coverage. If the employee is not enrolled in the Insurance, do not report anything in this portion and make sure the checkbox is de-selected.
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5 The Covered Individual(s), not including the employee, may be reported with their birthdate, if the SSN is not available.
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7 [[image:10941095-C_Process.png]]
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9 **1094/1095-B Process:**
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11 Employees who enrolled in the Self-Funded Insurance will be reported on the 1095-B. This process is usually for businesses that employ less than 50 full-time employees and Insurance Providers. If you have questions about what form to use, please visit [[https:~~/~~/www.irs.gov/affordable-care-act/employers>>url:https://www.irs.gov/affordable-care-act/employers]], or the instructions to the ACA publications.
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13 All employees listed will be required to report the employee themselves as a covered individual. Covered individuals will automatically populate if passed by the payroll software. If this information is not passed then it can be manually entered.
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15 [[image:10941095-B_Process.png||alt="https://www.aatrix.com/files/1414/4993/4989/10941095-B_Process.png" height="770" width="1320"]]
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17 **Employee listed as a Covered Individual**
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19 Employees that enrolled in the Self-Funded Insurance are required by the IRS to be listed** first** under the Covered Individuals section, with a SSN. Since the SSN is required, the Date of Birth (DOB) will not be utilized.
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21 [[image:Employee_listed_as_a_Covered_Individual.png||alt="https://www.aatrix.com/files/6914/4993/4993/Employee_listed_as_a_Covered_Individual.png" height="393" width="1068"]]
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23 [[image:DOB_not_required.png||alt="https://www.aatrix.com/files/5714/5020/0679/DOB_not_required.png" height="275" width="1085"]]
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25 Changes to the employee’s information in the Covered Individual area must be changed in the employee entry section.
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27 //Note: Their information will not be editable in the Covered Individual section with the exception of the Monthly coverage check boxes.//
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29 **Rejection Alerts**
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31 After de-selecting a checkbox for the Employer-Sponsored Self-Insurance on a specific employee, any Covered Individuals under that employee will be removed.
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33 [[image:Rejection_Alerts.png||alt="https://www.aatrix.com/files/9314/4993/4994/Rejection_Alerts.png" height="372" width="566"]]
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35 **Covered Individuals**
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37 Either a Social Security Number (SSN) **OR** a Date of Birth (DOB) must be present for each covered individual, not both. While it is preferred to have the SSN, a DOB is acceptable by the IRS for Covered Individuals only.
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39 [[image:Covered_Individuals.png||alt="https://www.aatrix.com/files/6514/4993/4992/Covered_Individuals.png" height="390" width="1068"]]
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41 SSNs for Covered Individuals will **always** be truncated with either asterisks (*) or by X’s and will only display the last four numbers of the SSN.  Truncation options are selected in the Company Setup.
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43 The individuals listed on the Covered Individuals tab must have a minimum of one month selected as covered during the year. Select the months the individual was covered for at least one day of the month.
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45 [[image:Covered_Individuals_Monthly_Info.png||alt="https://www.aatrix.com/files/9114/4993/4992/Covered_Individuals_Monthly_Info.png" height="390" width="1068"]]
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47 **Additional Information:**
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49 * [[Truncation Options and Information>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Truncation Options and Information.WebHome]]
50 * [[ACA Preparer Functions>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.ACA Preparer Functions.WebHome]]
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52 ----
53
54 == Related Pages: ==
55
56 === ===
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58 === ===
59
60 === [[Indicate the Combining of W-2 and 1095s>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Indicate the Combining of W-2 and 1095s.WebHome]] ===
61
62 ====== Learn about saving money by combining W-2s and 1095s. ======
63
64
65 === [[1095-B eFiling Process>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.1095-B eFiling Process.WebHome]] ===
66
67 ====== Learn more about the 1095-B e-Filing Process with the Aatrix ACA Preparer. ======
68
69
70 === [[Importing a CSV File>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Importing a CSF File.WebHome]] ===
71
72 ====== Learn about importing a CSV into the ACA Preparer. ======
73
74
75 === [[1095-C eFiling Process>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.1095-C eFiling Process.WebHome]] ===
76
77 ====== Learn more about the 1095-C e-Filing Process with the Aatrix ACA Preparer. ======
78
79
80 === [[Help Text>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Help Text.WebHome]] ===
81
82 ====== Learn about receiving help in the ACA Preparer. ======