Confirming Employee Information in the 1095-B List

Confirming Employee Information in the 1095-B List

After you organize your 1094/1095 forms and configure your 1094-B/1095-B forms, use the List tab to review each employee's 1095-B information, edit details, include or exclude employees from filing, and add anyone missing from the list.

Who this is for

Employers with Benefits, and Feature Admins with 1095 administration access, can confirm employee information on the 1095-B List.

To access the 1095-B List:
  1. In the top navigation, select 1094/1095.
  2. In the secondary navigation, select List.
If 1094-B/1095-B configuration is not finished, the page shows: To access this page, finish configuring your 1094/1095 subgroups. Complete configuration first, then return to List.

When the list is ready, the 1095-B Employees page shows each employee's status (Included or Not Included), name, and monthly coverage marks, plus counts for Enabled Forms and Disabled Forms.

To filter the list:
  1. Open the -Filter Employees- dropdown and choose Included or Excluded (matches Not Included status), or leave the default to show everyone.
  2. Optionally type a name in Search Employees.
  3. Select Reset to clear the filter and search.
To edit an employee's 1095-B:
  1. On the employee's row, hover the actions gear and select Edit.
  2. In Edit 1095-B form for [employee name], update Part I (Responsible Individual), Part II (Employer-Sponsored Coverage), Part III (Issuer or Other Coverage Provider), and Part IV (Covered Individuals) as needed.
  3. Select Save Changes (or Cancel to close without saving).
To include or exclude an employee:
  1. On the employee's row, hover the actions gear.
  2. If status is Included, select Don't include to set status to Not Included.
  3. If status is Not Included, select Include to set status to Included.
To add employees who are missing from the list:
  1. On 1095-B Employees, select Add Employees.
  2. In Add New Employees, choose Add An Individual Employee or Import Employees Using 1095-B Spreadsheet.
  3. For an individual, complete Add employee, including 1094 Subgroup, then select Save Changes.
  4. For a spreadsheet import, follow the Import modal steps (Download template, fill it in, upload, then Import). See 1095-B Census Instructions for the template fields.
Manually added employees show a Delete action. Employees who auto-populated on the list do not; if a 1095-B should not be filed for one of those employees, use Don't include instead.

When the list is confirmed, continue to Generating Forms and Submitting for E-Filing to generate your forms.

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