Add Form 1095-B Coverage
If you're a small, self-insured employer, add Form 1095-B coverage for your employees.
- You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.
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Visit the official IRS website to determine if you qualify as a small employer.
- If you clicked Next from the previous section and have not exited, disregard the first two steps.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- Either click the employee's name, or click beside an employee and select Edit.
- On the ACA tab, select the reporting year.
- Select Form 1095-B as the ACA form.
- If this employee has dependents, click Add Individual.
- Enter the individual's name.
- Optional: If the individual already has a Realm profile, view the information of the names that display below the Name field, and select the appropriate one. If applicable, the remaining information completes automatically once you select a name.
- Enter the individual's social security number or their birthday. The IRS only requires one.
- Select the individual's coverage details.
- If the individual was only covered for part of the year, select the months in which they were.
- Click Save.
- If you want to continue with this employee, click Next: Direct Deposit. If you want to return to this later, click Save & Close.
Add Covered Individuals
Add the individuals covered by an employee's health insurance.
- You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.
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You must either select Form 1095-B or Self-Insured Coverage if you use Form 1095-C.
- If you clicked Next from the previous section and have not exited, disregard the first two steps.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- Either click the employee's name, or click beside an employee and select Edit.
- On the ACA tab, click Add Individual.
- Enter the individual's name.
- Optional: If the individual already has a Realm profile, view the information of the names that display below the Name field, and select the appropriate one. If applicable, the remaining information completes automatically once you select a name.
- Enter the individual's social security number or their birthday. The IRS only requires one.
- Select the individual's coverage details.
- If the individual was only covered for part of the year, select the months in which they were.
- Click Save.
- If you want to continue with this employee, click Next: Direct Deposit. If you want to return to this later, click Save & Close.
Edit Form 1095-B Coverage
Edit Form 1095-B coverage for an employee and their dependents.
- You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- Either click the employee's name, or click beside an employee and select Edit.
- On the ACA tab, select the reporting year.
- Select Form 1095-B as the ACA form if it isn't already selected.
- If this employee had dependents from the previous year, click Copy From Last Year to copy the dependents and their coverage into this year.
- If you have more dependents to add, see Add Covered Individuals for help adding that information.
Copy Multiple Employees' ACA Information
Copy Affordable Care Act information between years for multiple employees.
- You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- Select the check boxes beside the employees you want to copy information for.
- Click the Select an action... drop-down list, and select Copy ACA Information Between Years.
- Select the years you want to copy information from and to.
- Select what you want to copy between years.
- Before you overwrite, know this action cannot be undone. Select this only if you're sure.
- Click Save.
Manage Covered Individuals
Edit or remove an employee's covered dependents.
- You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.
- In the top-left corner, click your ministry hub then Accounting. Then click .
- Either click the employee's name, or click beside an employee and select Edit.
- On the ACA tab, click beside a covered individual, and select one of the following:
- Edit
- Remove
- If you edit, make any necessary changes, and click Save. If you remove, click Remove again to confirm.