"Aggregated Group Indicator" error (1095-C Error Only)

"Aggregated Group Indicator" error (1095-C Error Only)

This IRS error occurs when (21) Is ALE Member a member of an Aggregated ALE Group? is set to Yes on a 1094-C, but (d) Aggregated Group Indicator in Part III. ALE Member Information - Monthly is not checked for All 12 Months or for each applicable month.

Who can do this

Employers with access to 1094/1095, and Feature Admins who can administer 1095.

To correct the Aggregated Group Indicator
  1. Open the employer account in BerniePortal.
  2. Select 1094/1095 in the top navigation.
  3. Select Subgroups.
  4. On the 1094-C sidebar tab, open the subgroup by selecting its name in the Subgroup Name column.
  5. Confirm (21) Is ALE Member a member of an Aggregated ALE Group? is set to Yes.
  6. In Part III. ALE Member Information - Monthly, under column (d) Aggregated Group Indicator, check All 12 Months, or check each month the ALE Member was a member of an Aggregated ALE Group.
  7. Under 1094-C Form. Additional Configuration, check Corrected Form.
  8. Select Save configuration.
  9. Repeat for each 1094-C subgroup that needs this correction.
If (21) was set to Yes by mistake
  1. Open the employer account in BerniePortal.
  2. Select 1094/1095 in the top navigation.
  3. Select Subgroups.
  4. On the 1094-C sidebar tab, open the subgroup by selecting its name in the Subgroup Name column.
  5. Set (21) Is ALE Member a member of an Aggregated ALE Group? to No.
  6. Under 1094-C Form. Additional Configuration, check Corrected Form.
  7. Select Save configuration.
  8. Repeat for each 1094-C subgroup that needs this correction.