Organizing your 1094/1095 Forms

Organizing your 1094/1095 Forms

Organize your 1094/1095 filing by selecting which forms to file and making sure each FEIN has a 1094 subgroup with the correct employees assigned. Typically, each FEIN under which your employer pays employees is its own 1094 subgroup.

Who can organize 1094/1095 forms

Employers with Benefits enabled, and Feature Admins who can administer 1095.

Select the document type to file
  1. In the top navigation, select 1094/1095.
  2. In the secondary navigation, select Subgroups.
  3. If you have not already chosen a document type for the tax year, the Select Document page opens. Choose File 1094-B/1095-B or File 1094-C/1095-C.
BerniePortal creates your filing-year 1094 subgroups from the 1094 subgroups on your employer Account. If you still need to create those Account subgroups or assign employees, complete the steps below before you configure forms.

If you need to switch from B to C (or C to B) later, open change your selected document from the 1094 subgroup list page. Confirm with Confirm and lose progress only if you intend to clear progress on the 1094/1095 Subgroups and List pages.

Create 1094 subgroups
  1. Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
  2. In the left sidebar, select Subgroups.
  3. Select Add a new Subgroup.
  4. For Where is it used?, select 1094.
  5. Enter a Subgroup Name, then select Add.
  6. Repeat for each FEIN that needs its own 1094 subgroup.
Assign employees to 1094 subgroups
  1. On the Account Subgroups page, select Assign/Move Employees.
  2. For Subgroup Type, select 1094.
  3. Select employees on one side, use the arrows to move them into the correct 1094 subgroup, then select I'm Done.
Check for unassigned employees
  1. In the top navigation, select Employees, then List.
  2. In the subgroup filter, select 1094 - Not assigned to see anyone not assigned to a 1094 subgroup.
  3. Assign those employees with Assign/Move Employees, or update an employee individually from their record.
Employees who are not yet in BerniePortal can be added later with the 1095-B Census Instructions or 1095-C Census Instructions.

Alternate entry

If you are starting e-filing for the first time, complete Signing-up for 1095-B/1095-C E-Filing with the IRS first. After signup, return to 1094/1095 > Subgroups to select the document type and finish organizing.

Next steps

After your 1094 subgroups are set up and employees are assigned: