Wiki source code of Indicate the Combining of W-2 and 1095s
Version 2.1 by Peytience S on 2023/05/04 15:17
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1 | **Combining W-2 and 1095** | ||
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3 | The option to combine the W-2 filing with the ACA filing is only available with the Complete W-2 Service. | ||
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5 | * **W-2 Process** | ||
6 | ** The option to combine the filings is located in the eFile Session. | ||
7 | *** Once logged into the eFile session, you will see the Affordable Care Act Information screen | ||
8 | *** Here you will choose Yes to combine the W-2 and ACA forms. | ||
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10 | [[image:https://www.aatrix.com/files/3515/4413/5332/2018-12-06_16-24-28.png||alt="2018-12-06_16-24-28.png" height="445" width="535"]] | ||
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13 | When choosing the W-2 submission dates, select a future date allowing enough time to submit the complete ACA filing. The ACA filing must be submitted** a minimum of 3 business days prior **to the date selected for the employe W2 copies. | ||
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15 | If the W-2 employee copies are processed by the time you submit the ACA filing, you will not qualify for the 50% discount. | ||
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17 | Once the Complete W-2 Service is submitted, you can then file the ACA forms using the **Complete** service. | ||
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19 | * **ACA Process** | ||
20 | ** To confirm that you are able to combine the returns, there will be an additional screen during the eFile Session to confirm the combining of the returns. | ||
21 | *** On the Combine ACA with W-2 screen, select Combine ACA with W-2 (50% off) option. | ||
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23 | [[image:https://www.aatrix.com/files/cache/5f233ad619f8294f9d7d7a863a579b9b_f8137.png||alt="2019-12-17_14-24-45.png" height="447" width="540"]] | ||
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25 | When choosing the ACA submission date for the employees, the date chosen will also update the date of the employee W-2 submission. This date will be the date that the employee W-2s and 1095s are going to be mailed. | ||
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27 | **Additional Information:** | ||
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29 | * [[Combining of W-2 and 1095s>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/printing-and-reprinting/combining-1095s-and-w-2s/]] |