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Anybody familiar / have experience with 1095 C software (Excel to PDF filing)?

Posted on 5/5/16 at 11:11 am
Posted by MakeMoney
Guck Foodell
Member since Aug 2008
4215 posts
Posted on 5/5/16 at 11:11 am
I have approximately 500 rows of data in Excel for policy holders and I'm wondering if any of you have experience with the programs that will populate the PDF filings. I'm looking for which Software package to use / purchase and any info would be appreciated. Thanks.

ETA: realizing that this may not belong here and on the Tech board. If so, please move.
This post was edited on 5/5/16 at 11:12 am
Posted by LSUFanHouston
NOLA
Member since Jul 2009
37109 posts
Posted on 5/5/16 at 12:39 pm to
We use 1099-ETC software for our 1099 forms we prepare for our clients, and there is a module that you can add-on that will do 1095.

It will do an import but you have to manipulate the data into a csv format.
Posted by MakeMoney
Guck Foodell
Member since Aug 2008
4215 posts
Posted on 5/5/16 at 3:16 pm to
How has your experience with the program been. I will have someone who isn't the most technically skilled person working the data.
Posted by tigeryat
God's Country
Member since Oct 2005
2912 posts
Posted on 5/5/16 at 7:48 pm to
I used 1099 Fire to file about 500 1095-C's and it worked well. I would recommend.
Posted by LSUFanHouston
NOLA
Member since Jul 2009
37109 posts
Posted on 5/5/16 at 11:38 pm to
quote:

How has your experience with the program been. I will have someone who isn't the most technically skilled person working the data


It's not complicated. Just need to make sure the headings on the spreadsheet line up with the fields in the program, and it walks you through how to do all that.

In our firm, a tax person will determine what the numbers need to be for a 1099/1095, but it's an admin assistant that is actually entering the info in or doing the template and the upload. And trust me, we don't have any rocket scientists on our admin team!
Posted by MakeMoney
Guck Foodell
Member since Aug 2008
4215 posts
Posted on 5/26/16 at 10:41 am to
Bumping old thread looking for help LSUFanHouston....

So we purchased the 1099 ETC program and we need to populate the 1095 B forms and report. Do you have an example Excel template on how your people got the data to auto populate into the program?

Can't figure out the headings and how to organize to pull in the primary and all the dependents under the coverage. Also can't figure out how to get the check boxes for full coverage or month selections to be populated.

Any way you can send me a template with John Doe type info? I'd really appreciate it.

This post was edited on 5/26/16 at 12:11 pm
Posted by LSUFanHouston
NOLA
Member since Jul 2009
37109 posts
Posted on 5/26/16 at 11:30 am to
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