For those of you who are opting to print and mail your 1094-C and 1095-C forms, the latest update version 188.8.131.523 (or higher) available as of 05/13/2016 will allow you to create and print your 1094-C.
Follow this link to see a training video based on this blog post:
The following are basic instructions to create the 1094-C:
Create Your 1094-C
Start by navigating to the ACA menu, Annual Reports Menu, and choosing the Enter/Print 1094-C Form option. You will see the window shown below with your company name and address already filled in. The other entries generally correspond directly to the actual form.
Enter the Tax Year and then click on the tab labeled “Part III.” As shown in the next screen shot, you can then click on the Compile button in the lower right hand corner.
This will fill in the employee counts on Part III and the total number of forms on Parts I and II. You will need to complete the rest of the entries for the form.
First, on the Parts I & II tab, fill in the contact name and phone number. Then select any check boxes that apply to your submission. You will need to be very familiar with the options and IRS instructions so that your form is filled in correctly. Enter your Submitter Name and Submission Date and then click on the Part III tab.
In most cases, you will want to have the All 12 Months box checked. It may not be checked if you have a non-calendar year plan (no offers were made), or didn’t offer insurance to at least 70% of your full time employees in one or more months. (If you didn’t offer coverage to at least 70% of your employees in a month, this could trigger the “A” penalty. For 2015, you are not penalized for the first 100 employees. This means no penalty should apply if you had 100 or fewer employees in that month.)
You will also need to manually edit the Aggregated Group Indicator check box, if applicable. If you indicate that you were part of an Aggregated Group, then click on the Part IV tab and enter the Company Name(s) and EIN Number(s) of the Aggregated Group Members associated with your company. (See Screen Shot below)
Lastly, indicate “A” or “B” in the Section 4980H Transition Relief Ind. drop-down selection. Follow the IRS instructions to determine which code, if any, is applicable to your company.
If you are in an ALE Group, a 1094-C form should be filed for each ALE member.
When you are finished editing the form, click on the Print button to print your paper 1094-C form. Then combine the form with printed copies of your 1095-C forms and mail to the IRS, postmarked no later than May 31, 2016.
A video presentation of the above instructions is available on our Website in the Support Videos, Human Resource Management section, or by clicking here.
If you have questions about properly filling out the 1094-C, check the instructions provided by the IRS. The following slideshow from LinkedIn may also be helpful: