How to Generate, Edit and Download Forms
Generating Forms and Submitting for E-Filing
Once you are ready to generate your employer's 1094 and 1095 forms, navigate to the "List" and click "Generate Forms". You will be prompted to select the 1094 subgroup that you want generated and to sign-off on the following: If you have multiple ...
Confirming Employee Information in the 1095-C List
Once you have configured your 1094-B and 1095-B areas, click on the "List" tab in the secondary navigation menu, as shown below: This action will generate a list of your employees. From within the "List" area, you will be able to view and edit each ...
Confirming Employee Information in the 1095-B List
Once you have configured your 1094-B and 1095-B areas, click on the "List" tab in the secondary navigation menu, as shown below: This action will generate a list of your employees who were enrolled in coverage for at least one month. Employees who ...
Configuring your 1094-B/1095-B forms
Once you have finished configuring your subgroups, you should navigate HERE to begin configuring your subgroups. Click on your 1094 subgroups to configure them. In the image below, we will click “All Employees” to begin our configuration: IRS ...
Configuring your 1094-C/1095-C forms
Once you have finished configuring your subgroups, you should navigate HERE to begin configuring your subgroups. Click on your 1094 subgroups to configure them. In the image below, we will click “All Employees” to begin our configuration: IRS ...
Organizing your 1094/1095 Forms
Before you start with e-filing, it’s important that you configure your 1094 subgroups in BerniePortal. Typically, each FEIN under which your employer pays its employees will be its own 1094 subgroup. So if you only have one FEIN, then this step will ...
Signing-up for 1095-B/1095-C E-Filing with the IRS
BerniePortal makes it very easy to sign-up for e-filing! Navigate to your BerniePortal employer page and click “Sign-Up for E-Filing” on the home screen. You will then be taken to a signature page to confirm the pricing: The final cost is based on ...
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