Processing
- Choose which date will be used when retrieving DBA Detail History (F0719) for each month when determining offer and coverage based on DBA history
Use this processing option to specify which date will be used for retrieving DBA Detail History (F0719) records for the reporting year. The 1095-C Offer and Coverage Workfile Build looks for DBAs that are set up as reportable for health coverage returns (based on the Report Code and value assigned to a DBA) in the DBA Detail History table. For any given month, if the system cannot locate the benefits for an employee enrollment, the workfile build will look for DBA history. Therefore, you can determine employee offers of coverage from the DBA history when JD Edwards Benefits Administration has not been used to perform enrollment.
The system will retrieve all records that have a date that is greater than or equal to the first day of the reporting year, and less than or equal to the last day of the reporting year.
Note:Any DBA amount found in a month indicates offer of coverage for the month.
If the DBA has a corresponding Employee DBA Instruction (F06106) that was used to calculate the DBA, the month derived from "Effective From Date" (on the F06106) must occur on the first day of that month in order for the month to be considered an offer of coverage. If no F06106 exists, the month is considered to be an offer of coverage. All other months from the F06106 instruction are considered an offer of coverage for those months.
Values are:
Blank: Date Worked
1: Check Date
2: Pay Period Ending Date
- Submit 1095-C Covered Individuals Workfile Build (R08120)
Use this processing option to specify whether the 1095-C Offer and Coverage Workfile Build (R08119) should automatically submit the 1095-C Covered Individuals File Build (R08120) when it is finished processing.
The 1095-C Covered Individuals File Build is required if the employer offers self-insured health coverage.
Values are:
Blank: Do not submit R08120
1: Submit R08120
- Submit Offer and Coverage Workfile Report (R08119A)
Use this processing option to specify whether the 1095-C Offer and Coverage Workfile Build (R08119) should automatically submit the 1095-C Offer and Coverage Workfile Report (R08119A) when it is finished processing.
Valid values are:
Blank: Do not submit R0119A
1: Submit R0119A
- Assign Code Series 2 values (Form 1095-C, Line 16)
Use this processing option to specify whether the system should populate Series 2 Codes in the Safe Harbor columns (HB00 - HB12) on the 1095C Offer and Coverage (F08119) records generated by the 1095-C Offer and Coverage Workfile Build (R08119).
Valid values are:
Blank: Do not populate Series 2 Codes
1: Populate Series 2 Codes
- Assign Code Series 2 (Form 1095-C, Line 16 for January) a value of 2B if employee's Date Started is in January and is other than the first day of January
Use this processing option to specify whether to assign Code Series 2 (Form 1095-C, Line 16 for January) a value of 2B when an employee's Date Started is in January and is other than the first day of January.
Valid values are:
Blank: Do No Assign 2B to Line 16
1: Assign 2B to Line 16
- Assign Code Series 2 (Form 1095-C, Line 16) a value of 2D if employee's Date Started is other than the first day of the calendar month
Use this processing option to specify whether to assign Code Series 2 (Form 1095-C, Line 16) a value of 2D when an employee's Date Started is other than the first day of the calendar month.
Valid values are:
Blank: Do No Assign 2D to Line 16
1: Assign 2D to Line 16
- Choose the Review Status value to be written on each Offer and Coverage (F08119) Summary Record. You can use this code to filter records for review in Work with Form 1095-C Information (P08119)
Use this processing option to indicate the Review Status value to use when creating Offer and Coverage Summary Records. This value can be used when reviewing records in Work with Form 1095-C Information (P08119). You can filter records for review based on the review status.
- Assign Code Series 2 (Form 1095-C, Line 16) a value of blank when Code Series 1 (1095-C, Line 14) has a value of 1A
Use this processing option to force a value of blank in Line 16 for each F08119 summary record when Line 14 has a value of 1A for the month.
Valid values are:
Blank or Default : system will derive a value for Line 16
1: Assign blank to Line 16
- Plan Start Month
Use this processing option to derive the plan start month
Valid values are:
Blank or 00: No plan offered with eligible coverage
01-12: Default Plan Start Month
99: System calculates plan Start Month (based on first month an eligible code appears on line 14)