When completing the 1095 forms, you can have them sent to the state by checking the appropriate state box next to the ACA State Reporting field. This can be done during the manual data entry process or when importing. Currently DC, NJ, RI, and CA require these forms to be reported to them.
Manual Data Entry
These checkboxes are located in the following locations on the 1095 forms:
- 1095-B - The ACA State Reporting field is located at the bottom of Part III Issuer or Other Coverage Provider.
- 1095-C - The ACA State Reporting field is located at the bottom of Part I Applicable Large Employer Member (ALE Member).
When doing manual data entry, if the recipient has a DC, NJ, RI, or CA address, the respective state box is checked automatically. The box can be unchecked at anytime.
NOTE: If you open the form after unchecking DC, NJ, RI, or CA and save it, it will appear to be checked again. The form defaults to checking DC, NJ, RI, or CA each time the form is opened. Even though it defaults to being checked when opened, the box will not be saved as checked unless the form is saved again.
Importing
When importing the 1095 forms, you can indicate the state the form will be sent to by entering DC, NJ, RI, or CA in the ACA State Filing column on the import file. This column is located at the end of the import file:
- 1095-B template - The ACA State Filing column is AT.
- 1095-C template - The ACA State Filing column is AG.