The deadlines for the recipient's forms have been extended per the IRS: Review the announcement.
FormNew Due Date
1095-B and 1095-C due to recipients / employeesMarch 2, 2017
1094-B and 1094-C (printing)Feb 28, 2017
1094-B and 1094-C
(e-filing)
March 31, 2017
 

Where can I find out more information about the ACA forms?
You can find information on the following websites: What information should I start collecting?
You will need the employee offer of coverage codes and safe harbor codes (defined below), as well as the employee and dependents birth dates, share amounts, and months covered.  

How do I enter the ACA information?
A new ACA information tab was added to the employee record in Financial Edge version 7.87, patch 9.  This tab includes all employee information required to process the ACA forms.  You have the option to manually enter the 1094 or 1095 data or import the data.  

Where do I enter the dependents information?
Dependent information is entered on the Contacts and Addresses tab, implemented in Financial Edge version 7.87, patch 9,  and includes all coverage information required for the ACA forms.  You have the option to manually enter or import the data.

What version do I need to be on to enter Affordable Care Act information?
Financial Edge version 7.87, patch 9 and higher is required to track and report on ACA.

Which form should I use?
There are 2 versions of the 1094 and 1095 forms: B series and C series.  B series is for organizations with less than 50 full time employees and C series is for organizations with more than 50 full times employees.  If you have questions, please consult your tax professional.

Where can I view the 1094/1095 B series forms and instructions?
Refer to the following IRS documentation:
1094-B Form
1095-B Form
1094/1095-B Instructions

Where can I view the 1094/1095 C series forms and instructions?
Refer to the following IRS documentation:
1094-C Form
1095-C Form
1094/1095-C Instructions

How do I enter a social security number (SSN) for dependents?
Financial Edge (FE) only allows the date of birth (DOB) for dependents to be stored for security reasons.  According to the IRS, covered individuals need to have either the SSN or DOB on the ACA form.

What type of paper do I need for these forms?
ACA forms print to paper with a blank front.  The back should contain the ACA Recipient instructions and can be purchased from Blackbaud Forms.

When should I mark the Full time employee for ACA Reporting checkbox?
According to the IRS Questions and Answers page:
"Generally, an ALE member must file Form 1095-C (or a substitute form) for each employee who was a full-time employee of the ALE member for any month of the calendar year. (But see question 4 below for exceptions.) For guidance on how to determine who is a full-time employee, see section 4980H Questions and Answers.
In addition, an ALE member that sponsors a self-insured plan must file Form 1095-C for each employee who enrolls in the self-insured health coverage or enrolls a family member in the coverage, regardless of whether the employee is a full-time employee for any month of the calendar year."

If an employee was full time any month throughout the year, they should be marked as a full time employee for ACA Reporting.  For additional information, review the Identification of Full-time employees IRS document.

What do the offer of coverage codes mean?
Note: The information below is directly from IRS documentation.  If you have questions, please consult your tax professional.

1A. Qualifying Offer: Minimum essential coverage providing minimum value offered to full-time employee with employee contribution for self-only coverage equal to or less than 9.5% mainland single federal poverty line and at least minimum essential coverage offered to spouse and dependent(s).

1B. Minimum essential coverage providing minimum value offered to employee only.

1C. Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) (not spouse).

1D. Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to spouse (not dependent(s)).

1E. Minimum essential coverage providing minimum value offered to employee and at least minimum essential coverage offered to dependent(s) and spouse.

1F. Minimum essential coverage NOT providing minimum value offered to employee; employee and spouse or dependent(s); or employee, spouse and dependents.

1G. Offer of coverage to employee who was not a full-time employee for any month of the calendar year (which may include one or more months in which the individual was not an employee) and who enrolled in self-insured coverage for one or more months of the calendar year.

1H. No offer of coverage (employee not offered any health coverage or employee offered coverage that is not minimum essential coverage, which may include one or more months in which the individual was not an employee).

1I. Qualifying Offer Transition Relief 2015: Employee (and spouse or dependents) received no offer of coverage; received an offer that is not a qualifying offer; or received a qualifying offer for less than 12 months.

What do the safe harbor codes mean?
Note: The information below is directly from IRS documentation.  If you have questions, please consult your tax professional.

2A. Employee not employed during the month. Enter code 2A if the employee was not employed on any day of the calendar month. Do not use code 2A for a month if the individual was an employee of the employer on any day of the calendar month. Do not use code 2A for the month during which an employee terminates employment with the employer.

2B. Employee not a full-time employee. Enter code 2B if the employee is not a full-time employee for the month and did not enroll in minimum essential coverage, if offered for the month. Enter code 2B also if the employee is a full-time employee for the month and whose offer of coverage (or coverage if the employee was enrolled) ended before the last day of the month solely because the employee terminated employment during the month (so that the offer of coverage or coverage would have continued if the employee had not terminated employment during the month). Also use this code for January 2015 if the employee was offered health coverage no later than the first day of the first payroll period that begins in January 2015 and the coverage offered was affordable for purposes of the employer shared responsibility provisions under section 4980H and provided minimum value.

2C. Employee enrolled in coverage offered. Enter code 2C for any month in which the employee enrolled in health coverage offered by the employer for each day of the month, regardless of whether any other code in Code Series 2 (other than code 2E) might also apply (for example, the code for a section 4980H affordability safe harbor). Do not enter 2C in line 16 if code 1G is entered in the All 12 Months Box in line 14 because the employee was not a full-time employee for any months of the calendar year. Do not enter code 2C in line 16 for any month in which a terminated employee is enrolled in COBRA continuation coverage (enter code 2A).

2D. Employee in a section 4980H(b) Limited Non-Assessment Period. Enter code 2D for any month during which an employee is in a Limited Non-Assessment Period for section 4980H(b).

If an employee is in an initial measurement period, enter code 2D (employee in a section 4980H(b) Limited Non-Assessment Period) for the month, and not code 2B (employee not a full-time employee). For an employee in a section 4980H(b) Limited Non-Assessment Period for whom the employer is also eligible for the multiemployer interim rule relief for the month, enter code 2E (multiemployer interim rule relief) and not code 2D (employee in a Limited Non-Assessment Period).

2E. Multiemployer interim rule relief. Enter code 2E for any month for which the multiemployer arrangement interim guidance applies for that employee, regardless of whether any other code in Code Series 2 (including code 2C) might also apply. This relief is described under Offer of Health Coverage in the Definitions section of these instructions.

2F. Section 4980H affordability Form W-2 safe harbor. Enter code 2F if the employer used the section 4980H Form W-2 safe harbor to determine affordability for purposes of section 4980H(b) for this employee for the year. If an employer uses this safe harbor for an employee, it must be used for all months of the calendar year for which the employee is offered health coverage.

2G. Section 4980H affordability federal poverty line safe harbor. Enter code 2G if the employer used the section 4980H federal poverty line safe harbor to determine affordability for purposes of section 4980H(b) for this employee for any month(s).

2H. Section 4980H affordability rate of pay safe harbor. Enter code 2H if the employer used the section 4980H rate of pay safe harbor to determine affordability for purposes of section 4980H(b) for this employee for any month(s).

2I. Non-calendar year transition relief applies to this employee. Enter code 2I if non-calendar year transition relief for section 4980H(b) applies to this employee for the month. See the instructions later under Section 4980H Transition Relief for 2015 and 2015 Section 4980H(b) Transition Relief for Employers with Non-Calendar Year Plans (Form 1095-C, line 16, code 2I), for a description of this relief.