Import 1095-B Data with our Insurer Template

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Steps to Import Form 1095-B data with ExpressIRSForms

If you select the "Insurer" option when you start your ACA return with ExpressIRSForms, you can use the ExpressIRSForms "1095-B Insurer template" to upload your Form 1095-B data:

• Step 1: Download our custom excel template of Form 1095-B for employer.


• Step 2: Fill in Employee, Employer Sponsored Coverage, and Covered Individual details.


• Step 3: Upload the excel template, Preview the data that’s being uploaded & Process the data.


• Step 4: View and resolve any upload errors that occur by exporting them.


• Step 5: Approve your finalized 1095-B Forms and download them or transmit them directly to the IRS.

Order of Data Input for the ExpressIRSForms 1095-B Insurer Template

Employee Details

• First Name* - Employee first name
• Middle Name - Employee middle name
• Last Name* - Employee last name
• Suffix - Employee Suffix
• SSN* - Employee social security number, formatted as XXX-XX-XXXX or XXXXXXXXX
• DOB - Employee date of birth
• Address Line 1* - Employee address
• Address Line 2 - continuation of employee address
• City* - Employee city
• State* - Employee state, chosen from the drop down menu of 2-character state codes
• ZIP Code* - Employee zip code, formatted as XXXXX, XXXXX-XXXX, or XXXXXXXXX
• Country - Employee country, chosen from a drop down menu
• Email Address - Employee email address, e.g. name@example.com
• Phone Number - Employee telephone number, formatted as XXX-XXX-XXXX or XXXXXXXXXX
• Fax Number - Employee fax number, formatted as XXX-XXX-XXXX or XXXXXXXXXX
• Employee ID - Employee identification number
• Origin of Policy* - Applicable origin of policy code
  A. Small Business Health Options Program (SHOP)
  B. Employer-sponsored coverage
  C. Government-sponsored coverage
  D. Individual market insurance
  E. Multiemployer plan
  F. Other designated Minimum Essential Coverage
  

Employer Sponsored Coverage

Complete this part only if you entered A or B in the Origin of Policy code.
If you entered C-F in the Origin of Policy Code, please use our 1095-B Employer Template to input your 1095-B data (Issuer or Other Coverage Provider Details).

• Employer Name - Business name
• EIN - Employer Identification Number
• Address1 - Employer address
• Address2 - Continuation of employer address
• City - Employer city
• State - Employer state, choose from the drop down menu of 2-character state codes
• ZIP Code - Employer zip code, formatted as XXXXX, XXXXX-XXXX, or XXXXXXXXX

Covered Individuals

• First Name* - Covered Individual first name
• Middle Name - Covered Individual middle name
• Last Name* - Covered Individual last name
• Suffix - Covered Individual suffix
• SSN* Covered Individual social security number, formatted as XXX-XX-XXXX or XXXXXXXXX
• DOB - Covered Individual date of birth, formatted as MM/DD/YYYY (mandatory if SSN unavailable)
• All 12 Months - Choose "Yes" if the individual is covered all 12 months; otherwise, choose "Yes" in each applicable month (Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, Dec)