Confirming Employee Information in the 1095-B List

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 waived coverage all 12 months will not show on the 1095-B list.

From within the "List" area, you will be able to view and edit each individual employee's 1095:



Once you click "Edit", make any changes you need to make for that employee. Scroll down to the bottom of the page, and click "Save Changes" once you have made all the necessary edits.

In the image above, you can see that employees are in an "Included" status. If any employee should not be included with the submission, hover over the action wheel and select "Don't include". Likewise, if an employee's status is currently listed as "Not Included" and the employee should be included with the submission, hover over the action wheel and select "Include".

If you need to add employees who were not already on BerniePortal and do not appear in the list, click "Add Employee", as shown below:



You will be able to add an individual employee. If you need to add multiple employees and would like to use the spreadsheet upload, follow these instructions.

Any employee that you manually add will have a "Delete" option. Employees who auto-populated in the "List" area because they enrolled in benefits during the year will not have a "Delete" option. If a 1095 should not be generated for one of those employees, mark them as "Don't include".

Once you have completed this step, your final step will be to generate forms and submit them for e-filing!

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