Troubleshooting-Changing employee dependent data before printing

Base dependent data including Name, Social Security number and Date of Birth must be updated or entered using Options>Enter Dependents. This can be done at any time prior to printing and does not impact the filing year dependent data unless a dependent was added or deleted.

If you added or deleted a dependent, you can repeat the process of Dependent Data>Export to excel and Dependent Data>Import from excel, as needed.

Only if all of the filing year’s dependent data is incorrect and you wish to start over with fresh data should you click Dependent Data>Clear this year’s dependent data.

Click Options>Get Employee Data.
The system displays a message asking if you want to overwrite existing 1095 information.
Click Yes, and all of your changes will be overwritten with the starting employee data.
Click Options>Enter Dependents.
Add or modify the employee dependent as needed.

Refer to these tasks to continue reprocessing 1094/1095 tax form information: Adding employee dependents; Importing dependent data; Exporting employee data, and Importing employee data.