Contents

List of Figures

Title and Copyright Information

Preface

• Audience
• JD Edwards World Products
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction to Affordable Care Act Health Coverage Returns (AIR)

• 1.1 Overview
• 1.2 ACA Health Coverage Information Returns (AIR) Features
• 1.3 Release Levels
• 1.4 ACA Information Returns Processing for 2019
  • 1.4.1 Who Must File Forms 1094-C and 1095-C
    • 1.4.1.1 Authoritative Transmittal for Employers Filing Multiple Forms 1094-C
  • 1.4.2 When to File Forms 1094-C and 1095-C
  • 1.4.3 How to File Forms 1094-C and 1095-C
  • 1.4.4 Furnishing Paper Form 1095-Cs to Recipients
    • 1.4.4.1 Correcting Paper Form 1095-Cs Furnished to Recipients
  • 1.4.5 Transmitting Forms 1094-C and 1095-C to the IRS
• 1.5 Preparation for AIR Year-End Reporting
  • 1.5.1 Deadline Information
  • 1.5.2 Government Regulations
  • 1.5.3 Supported Forms
  • 1.5.4 Filing Paper Forms with the IRS
  • 1.5.5 Electronic Filing of ACA Information Returns
    • 1.5.5.1 Registering for IRS e-Services
    • 1.5.5.2 Applying for a Transmitter Control Code
    • 1.5.5.3 AIR System Communications Test
  • 1.5.6 Correcting Accepted Form 1094-C and Form 1095-C
  • 1.5.7 Correcting Printed Form 1095-Cs Filed with the IRS
  • 1.5.8 Transmission or Submission Definitions and Limitations
  • 1.5.9 Submitting Records to the IRS
  • 1.5.10 IRS Resource List
• 1.6 The AIR Year-End Processing Cycle and Process Flow
  • 1.6.1 AIR Year-End Processing Cycle
  • 1.6.2 AIR Year-End Process Flow

2 Setting Up AIR Year-End Processing

• 2.1 Understanding Base Data-Setup for AIR Year-End Processing
• 2.2 Setting Up Data for Generating AIR Reports
  • 2.2.1 Adding Company Members to ALE
  • 2.2.2 Generating ACA Hours of Service Report
    • 2.2.2.1 ACA Employee Eligibility and Limited Non-Assessment Period
  • 2.2.3 Verifying ACA Employee Eligibility
• 2.3 Setting Up Benefit Plans and DBA Setup
  • 2.3.1 Setting Up Benefits Plan
    • 2.3.1.1 Reportable Health Coverage Plans
    • 2.3.1.2 Self-Insured Plans
    • 2.3.1.3 Waived Health Coverage Plans
  • 2.3.2 Setting Up DBAs
    • 2.3.2.1 Reportable Health Coverage DBAs
    • 2.3.2.2 Self-Insured DBAs
    • 2.3.2.3 Setup Without a Benefits Plan for Employees Who Have Waived Health Coverage
• 2.4 Setting Up Employee Offer and Coverage (Line 14-16 of Form1095-C)
  • 2.4.1 Understanding Offer and Coverage Setup
  • 2.4.2 Working With Employee Offer and Coverage Setup (P08117)
• 2.5 Setting Up Manifest Information Revision (P08213)
  • 2.5.1 Understanding Manifest Information Revision
  • 2.5.2 Validating the Manifest Information Revision

3 Generating ACA Health Coverage (AIR) Preliminary Builds and Reports

• 3.1 Understanding Health Coverage Preliminary Reports
  • 3.1.1 Periods of Employment
• 3.2 Setting Up Periods of Employment Build (P08518)
  • 3.2.1 Running the Periods of Employment Build (P08518)
  • 3.2.2 Sample Periods of Employment Report
  • 3.2.3 Adding or Updating the Periods of Employment Details
• 3.3 Setting Up the Hours Worked by Month Build (P08524)
  • 3.3.1 Hours Worked by Month
  • 3.3.2 Running the Hours Worked by Month Build (P08524)
  • 3.3.3 Running the Hours Worked by Month Report (P08424)
  • 3.3.4 Sample Hours Worked by Month Report
  • 3.3.5 Setting Processing Options for Hours Worked by Month Build (P08524)
  • 3.3.6 Adding or Updating Hours Worked by Month Records

4 Setting Up ACA Information Returns Workfiles

• 4.1 Understanding the ACA Information Returns Workbench
• 4.2 Understanding the AIR Year-End Workfiles
  • 4.2.1 Understanding the AIR Year-End Workfile Definitions
  • 4.2.2 Create an AIR ID
  • 4.2.3 Set AIR Parameters
• 4.3 Setting Up AIR Year-End Workfile Parameters
  • 4.3.1 Creating an AIR ID
  • 4.3.2 Reviewing ACA Information Returns Status
• 4.4 Creating the AIR Year-End Workfiles
  • 4.4.1 Understanding the AIR Year-End Workfile Creation
  • 4.4.2 Before you begin
  • 4.4.3 Creating the 1095-C Covered Individuals File Build (P08520)
  • 4.4.4 Setting Processing Options for the 1095-C Offer and Coverage Information Build (P08519)
  • 4.4.5 Sample 1095-C Offer and Coverage Build
  • 4.4.6 Setting Processing Options for the 1095-C Covered Individuals Build (P08520)
  • 4.4.7 Setting Processing Options and Data Selection for the 1095-C Covered Individuals Report (P08420)
  • 4.4.8 Sample 1095-C Covered Individuals Report
  • 4.4.9 Creating or Updating 1094-C Transmittal Inquiry
  • 4.4.10 Setting Processing Options for Form 1094-C Employee Counts (P08522)
  • 4.4.11 Sample 1094-C Employee Counts Report
• 4.5 Reset Form 1095-C

5 Reviewing ACA Information Returns (AIR) Workfile Information

• 5.1 Reviewing the AIR Year-End Workfiles
  • 5.1.1 Understanding the AIR Year-End Workfiles Information
• 5.2 Working with AIR Year-End Workfiles Information
  • 5.2.1 Understanding Form 1095-C Information
  • 5.2.2 Understanding 1095-C Covered Individuals Report (P08420)
  • 5.2.3 Adding or Updating 1095-C Information
  • 5.2.4 Importing 1095-C Offer and Coverage and Covered Individuals Information
    • 5.2.4.1 Importing to 1095-C Offer and Coverage File (F08119)
    • 5.2.4.2 Importing to 1095-C Covered Individuals File (F08120)
• 5.3 Working with Form 1094-C Workfile Information
  • 5.3.1 Understanding the 1094-C Transmittal
  • 5.3.2 Record Types
  • 5.3.3 Components of Form 1094-C
  • 5.3.4 Updating the 1094-C Transmittal Program (P08121)
    • 5.3.4.1 Deleting Records
    • 5.3.4.2 Correction Records
  • 5.3.5 Setting Up the 1094-C Transmittal
  • 5.3.6 Understanding the 1094-C Other Aggregated Groups
  • 5.3.7 Updating the 1094-C Other Aggregated Groups
• 5.4 Understanding the 1094-C Work Tables
  • 5.4.1 Importing or Exporting the1094-C Other Aggregated Groups
  • 5.4.2 Setting Up the 1094-C Other Aggregated Groups Program (P08123)

6 Producing AIR Year-End Deliverables

• 6.1 Understanding the AIR Year-End Reporting Process
  • 6.1.1 Form 1095-C
  • 6.1.2 1094-C Authoritative Transmittal Form
• 6.2 Printing 1095-C Reports
  • 6.2.1 Before you Begin
  • 6.2.2 Printing Form 1095-C from the Workbench
• 6.3 Making Corrections Prior to Filing with the IRS
• 6.4 Creating and Reviewing Submitted or Transmitted Form 1094-C
  • 6.4.1 Working with 1094-C ALE Members
  • 6.4.2 ACA Manifest and Form Data XML File Builds
  • 6.4.3 Working with ACA Transmissions (P08246)
  • 6.4.4 Working with ACA Submissions (P08247)
• 6.5 Replacement Process
  • 6.5.1 Transmissions Rejected by the IRS Portal
  • 6.5.2 Transmissions Rejected by the AIR System
• 6.6 Transmitting Replacements
  • 6.6.1 Transmission Replacements
  • 6.6.2 Submission Replacements
• 6.7 Understanding Corrected Forms 1094-C and 1095-C
  • 6.7.1 Understanding Form 1095-C Corrections
  • 6.7.2 Understanding Authoritative Transmittal 1094-C Corrections
  • 6.7.3 Correcting an Accepted Submission

7 Processing Options

• 7.1 ALE ID Home Co Xref Conversion - Proof or Final (P08116C)
• 7.2 Periods Of Employment - Batch Z (P08118Z)
• 7.3 Offer and Coverage Batch Z (P08119Z)
• 7.4 ACA - Covered Individual - Z File (P08120Z)
• 7.5 ACA Hours Worked Per Month Z Batch (P08124Z)
• 7.6 Information Returns Workbench (P08210WB)
• 7.7 Periods Of Employment Inquiry (P08218)
• 7.8 1095-C Offer and Coverage Inquiry (P08219)
• 7.9 1095-C Covered Individuals Inquiry (P08220)
• 7.10 ACA - ALE Member Information Inquiry (P08221)
• 7.11 Hours Worked by Month Inquiry (P08224)
• 7.12 Work with 1094-Cs (P08245)
• 7.13 Work with ACA Transmissions (P08246)
• 7.14 Work with ACA Submissions (P08247)
• 7.15 Offer & Coverage Information Report (P08419)
• 7.16 1095-C Covered Individuals Report (P08420)
• 7.17 Hours Worked by Month Report (P08424)
• 7.18 Build ACA Transmissions/Submissions (P08511)
• 7.19 1095-C Offer and Coverage Report (P08519)
• 7.20 Reset Form 1095-C Information (P085191)
• 7.21 Form 1095-C Print (P085192)
• 7.22 Build 1095-C Covered Individuals (P08520)
• 7.23 1094-C Monthly Count Batch Program (Proof or Final) (P08522)
• 7.24 Hours Worked by Month Build (P08524)

A Control Files and Sample Forms

• A.1 Control Files
  • A.1.1 F08116 - ALE ID to Home Company X-Ref
  • A.1.2 F081161 - Employee ACA Eligibility File
  • A.1.3 F08117 - Offer and Coverage Setup
  • A.1.4 F08118 - Periods of Employment
  • A.1.5 F08118DZ - ACA Periods of Employment - Z File
  • A.1.6 F08118HZ - ACA Periods of Employment - Header Z File
  • A.1.7 F08119 - 1095-C Offer and Coverage Information
  • A.1.8 F08119Z - ACA Offer and Coverage Revisions - Batch Z
  • A.1.9 F08120 - 1095-C Covered Individuals
  • A.1.10 F08120Z - ACA Covered Individuals - Batch Z File
  • A.1.11 F08121 - 1094-C ALE Member Information
  • A.1.12 F08122 - 1094C ALE Member Information - Monthly
  • A.1.13 F08123 - 1094C Other Aggregated ALE Group Members
  • A.1.14 F08124 - Hours Worked by Month
  • A.1.15 F08210 - ACA Information Returns Control
  • A.1.16 F08211 - ACA Transmission
  • A.1.17 F08212 - ACA Submission
  • A.1.18 F08213 - ACA Manifest Information
  • A.1.19 F08214 - Transmission Replacement Cross-Reference
• A.2 Sample Form 1095-C

B Sources for Forms 1095-C and 1094-C and1095-C XML

• B.1 Understanding the Sources for Forms 1095-C and 1094-C and1095-C XML
• B.2 How the Alias Works in EDD
  • B.2.1 Example 1: Alias Different in the Client's DD
  • B.2.2 Example 2: Alias Different in the Client's DD