Retracting 1095 forms that were filed in error

Retracting 1095 forms that were filed in error

BerniePortal does not have a Retract control. When a 1095-C was already e-filed in error—for example a part-time, test, fake, or duplicate employee, or an employee whose form incorrectly showed that coverage was offered—update that employee's form and mark Corrected form so a correction can be filed with the IRS.

Who this is for

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

Correct a 1095-C that was filed in error
  1. Go to top nav 1094/1095, then secondary nav List.
  2. Confirm the card heading 1095-C Employees. Find the employee whose form was filed in error. Optional: use -Filter Employees- or Search Employees.
  3. In the employee's Actions column, hover the gear icon and choose Edit.
  4. In Edit 1095-C Form, under Part II — Employer Offer and Coverage, in the All 12 Months column set Line 14 to 1H and Line 16 to 2A. Clear Line 15 in All 12 Months and in any month columns that have a value.
  5. Under Part III — Covered Individuals, uncheck Include self-insured coverage information if it is checked.
  6. Check Corrected form. Keep Include with submission checked.
  7. Choose Save Changes.
For why Corrected form is required, see Marking an Employee Record as "Corrected" in BerniePortal.

Don't include and Delete do not undo an IRS filing

Don't include and Delete (available only for manually added employees) change who is included on the BerniePortal list. They do not retract a form that was already e-filed. For records already filed with the IRS, use Edit and Corrected form as above.

For include, exclude, edit, and delete controls on the list, see Confirming Employee Information in the 1095-C List.