ACA: How can I efile tax year 2015 data in tax year 2016?
We are currently in tax year 2016. Many clients have approached us to efile tax year 2015 originals and corrections. This is more challenging then I originally expected but the process is easy in hindsight. We called and emailed the IRS to attain the below steps and I have successfully efiled tax year 2015 data in tax year 2016. The steps are:
- Use tax year 2015 ACA software to generate the data file. The header and body of the XML data file must match Schema 2015v8.0 for the form data file which is the last schema version the IRS released for tax year 2015.
- Use tax year 2016 ACA software to generate the manifest file. But you need to make changes to the 2016 manifest file.
- When your generate the manifest file, the software asks for ‘payment year’ and ‘are you efiling a prior year’. Select payment year 2015 and yes that are efiling a prior year.
- Remember to change the software IDs to reflect 2015.
Those are the steps. If you have any problem efiling prior year ACA data, call or email us anytime. We can efile on your behalf.
Categories: 1095 Forms