Import 1095-B Data
This page shows the order of data
used for importing data into IRS Form 1095-B software.
To start, take a look at the attached PDF showing
Form 1095-B with
element names. This PDF shows Form 1095-B and each field
used in the form. The excel file you develop follows the form starting
with Void, then Corrected, then PersonFirstNm, PersonMiddleNm and so on.
The 1st column in the excel file is Void. The 2nd column is Corrected.
The 3rd column has PersonFirstNm and so on. Fields can be blank. The
layout is as follows:
Void (enter a 1 or YES to check) Corrected
1 PersonFirstNm
1
PersonMiddleNm
1 PersonLastNm
1 SuffixNm
2 SSN
3 BirthDt
4
AddressLine1Txt
4 AddressLine2Txt
5 CityNm
6 StateCd or
ForeignProvinceNm (enter 2 character code)
7 CountryCd (leave blank if
US)
7 ZipCd
8 PolicyOriginCd
9 SHOP identifier (not used this year;
just leave blank on the excel file)
10 BusinessNameLine1Txt
10
BusinessNameLine2Txt
11 EIN
12 AddressLine1Txt
12 AddressLine2Txt
13 CityNm
14 StateCd or ForeignProvinceNm (enter 2 character code)
15
CountryCd (leave blank if US)
15 ZipCd
16 BusinessNameLine1Txt
16
BusinessNameLine2Txt
17 EIN
18 ContactPhoneNum
19 AddressLine1Txt
19 AddressLine2Txt
20 CityNm
21 StateCd or ForeignProvinceNm (enter 2
character code)
22 CountryCd (leave blank if US)
22 ZipCd
Now
you start listing each covered individual and fill out boxes A-E.
a
PersonFirstNm
a PersonMiddleNm
a PersonLastNm
a SuffixNm
b SSN
c BirthDt
d CoveredIndividualAnnualInd (enter a 1 or 0 or leave blank; a
1 puts a check in that box)
e JanuaryInd
e FebruaryInd
e MarchInd
e AprilInd
e MayInd
e JuneInd
e JulyInd
e AugustInd
e
SeptemberInd
e OctoberInd
e NovemberInd
e DecemberInd
Form
1095-B provides 6 lines for covered individuals. If you import in more
than 6 covered individuals, the software continues the 7th covered
individual on new 1095-B form.
The excel file you develop
follows the form itself until you get to Boxes 23 through 28 where they then
start stacking in the excel file.
Please send an e-mail to
support@1099fire.com with
any feedback, comments or questions. Call or e-mail anytime.
