Entering/Updating filing year dependent data

  1. On ACA 1094/5 Management (PRE109), click Dependent Data >Export to Excel. (Be sure Excel is open to a blank workbook.)
  2. For the reporting year specified, the spreadsheet displays the employee name and number, and each dependent id, name, date of birth and age.Review, validate and modify this information as needed.
  3. Complete the remaining fields, Covered in all 12 months, Covered in January to Covered in December for each dependent.Review, validate and modify your entries on Employee Dependent Information form 1095 Excel spreadsheet.
  4. Click Dependent Data>Import from Excel on ACA 1094/5 Management (PRE109). (Be sure the spreadsheet is open in Excel.) This process brings the dependent data information you reviewed and modified for form 1095 into FACTS to be prepared to print on the forms.
  5. Refer to the next task: Entering/Updating filing year employee data for step-by-step instructions.

See also

Adding employee dependents

Specifying 1094 tax options

Getting employee data

Entering/Updating filing year employee data

Updating employee count information

Printing 1095 forms

Printing 1094 forms

Troubleshooting-Changing employee data before printing

Troubleshooting-Changing employee dependent data before printing

Troubleshooting-Reprinting forms