How to Create and File a Corrected 1095 Form

To create a corrected 1095 for e-filing in the Yearli software, the original 1095 would have to have been e-filed through Yearli as well. The original form needs to have an Accepted or Correction Needed status before the correction can be made.

Creating a Corrected 1095 Form for E-Filing

1. Click the Payer List button.
2. Double click on the payer name.
3. Highlight the recipient to add the corrected form to.
4. Make changes to the recipient information, if necessary.
5. Make changes to covered individuals, if necessary. 
6. Highlight the 1095 form marked as e-filed in the Form List.
7. Click on the Correct button.
8. Click Continue.
9. Make changes to the form information, if necessary.
10. Click Save.
11. Click OK to close the form.

E-Filing a Corrected 1095 Form

1. Click on the E-file Center button.
2. Click Next at the Welcome screen.
3. The program will then check for any available updates. If updates are found they will need to be applied before continuing with the e-file process.
4. Choose the Corrected Form 1095-B or 1095-C option.
5. Click Next.
6. Choose the service(s) by checking the box.
   • For a description of a service, hover over the service and a pop-up window will display with the service details.
7. Click Next.
8. Choose the Payer(s) to be filed.
   • To select specific returns to file click on the Select Returns button after selecting the Payer.
   • Check the box next to Recipient TIN to be filed and click OK.
9. Click Next.
10. The program will validate the data entered on the forms.  
    • If any errors are found they are displayed in an Error Detail.
    • These errors will need to be resolved before the forms can be e-filed.
11. Check the I agree to Terms & Conditions checkbox.
12. Click Next.
13. Enter the applicable payment information.
14. Click Send.

Correcting Recipient Information

1. Click on the Payer List button.
2. Double click the payer name.
3. Highlight the recipient name.
4. Edit the data for the recipient name, TIN, or address on the right.
5. Click the Save button. If there are no Covered Individuals or no changes are required to the Covered Individuals then go to step 13.
6. Open the 1095-C form.
7. Ensure that the self-insured coverage box is checked, then select the Covered Individuals button in the right-hand column.
8. Click on the covered individual's name in the list that needs to be updated.
9. Edit the applicable information in the fields.
10. Select Save.
11. Repeat steps 7 through 9 for any remaining covered individuals that need to be updated.
12. Click OK when complete.
13. Highlight the 1095 form in the Form List.
14. Click on the Correct button.
15. Click the Continue button at the correction description screen.
16. Click OK at the correction screen.
17. Close the Manage Payer and Recipient screen.
18. Click on the E-file Center icon.
19. Continue through the e-file process for the Corrected 1095 form.

Why Corrections May Not Be Fileable

When filing 1095 forms to the IRS, the forms may or may not be processed by the IRS in the order received. To prevent corrected forms from being processed before the original forms are processed, which would result in errors, Yearli prevents corrected 1095 forms from being filed until a valid status is received from the IRS. This ensures that the original forms are processed before the corrected forms and helps reduce invalid IRS rejections.

Creating a Corrected 1095 Form to Be Paper Filed

1. Click the Payer List button.
2. Double click on the payer.
3. Highlight the recipient you would like to make the change to.
4. Make changes to the recipient information, if necessary.
5. Change the covered individual information if needed.
6. Double click on the 1095 form to be corrected.
7. Check the Correct box on the top of the form.
8. Make the necessary changes.
9. Click Save.
10. Click OK to close the form.
11. Print the form.
    • For steps on how to print 1095 forms, please see the How to Print article.

Paper Filing Corrected 1095 Forms

1095 forms can be printed on blank or pre-printed paper and mailed to the IRS. The 1095 forms will need to be filed with a 1094 transmittal form that summarizes the 1095 forms that are being sent at the time. The 1094 can be printed on blank or pre-printed paper, as well.

If your principal business, office or agency, or legal residence, in the case of an individual, is located in:

• Alabama
• Arizona
• Arkansas
• Connecticut
• Delaware
• Florida
• Georgia
• Kentucky
• Louisiana
• Maine
• Massachusetts
• Mississippi
• New Hampshire
• New Jersey
• New Mexico
• New York
• North Carolina
• Ohio
• Pennsylvania
• Rhode Island
• Texas
• Vermont
• Virginia
• West Virginia

Use the following address

• Department of the Treasury
  Internal Revenue Service Center
  Austin, TX 73301

If your principal business, office or agency, or legal residence, in the case of an individual, is located in

• Alaska
• California
• Colorado
• District of Columbia
• Hawaii
• Idaho
• Illinois
• Indiana
• Iowa
• Kansas
• Maryland
• Michigan
• Minnesota
• Missouri
• Montana
• Nebraska
• Nevada
• North Dakota
• Oklahoma
• Oregon
• South Carolina
• South Dakota
• Tennessee
• Utah
• Washington
• Wisconsin
• Wyoming

Use the following address:

• Department of the Treasury
  Internal Revenue Service Center
  Kansas City, MO 64999