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Contents of the Print 1094-CS Screen

Use the fields and options to configure the Print 1094-CS screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Calendar Year

Field Description
Range Type

This field always displays the value ONE.

Start

Enter the 4-digit calendar year for which 1094-C data will be generated.

Taxable Entity

Field Description
Range Type

From the drop-down list, select the type of taxable entity range to be included in the processing. You can select one taxable entity for processing or you can run the process for all Taxable Entity IDs within the Login Company.

The screen process will include Employees linked to the specified taxable entity.

Valid options are:

  • All: Select this option to include all taxable entities in the process.
  • One: Select this option to include only one taxable entity in the process. Enter the taxable entity in the Start field.
  • Range: Select this option to include a range of taxable entities in the process. The range begins with the taxable entity entered in the Start field and ends with the taxable entity entered in the End field.
  • From Beginning: Select this option to include the first taxable entity up to the taxable entity entered in the End field.
  • To End: Select this option to include the taxable entity entered in the Start field up to the last taxable entity.
Start

If you selected One, Range, or To End as the taxable entity Range Type, enter, or click to select, the starting taxable entity for the range you want to include in the process. The screen will generate 1094-C data for employees linked to taxable entities within the taxable entity range.

End

If you selected Range or From Beginning as the taxable entity Range Type, enter, or click to select, the ending taxable entity for the range you want to include in the process. The screen will generate 1094-C data for employees linked to taxable entities within the taxable entity range.

Taxable Entity Non-Contiguous Range

Select this check box to select a non-contiguous range for Taxable Entity selection. Use the Taxable Entity Non-Contiguous Range subtask to select the range of items that you would like to include in the processing.

Options

1094-C Type

Field Description
Regular

Select this option for the initial generation and submission of a 1094-C

Correcting

Select this option if you are correcting information on the Authoritative Transmittal (identified on Part I, line 19, as the Authoritative Transmittal, which must be filed for each employer reporting aggregate employer-level data for all full-time employees of the employer). You must file a standalone fully completed Form 1094-C including the correct information and enter an “X” in the Corrected check box. Do not file a return correcting information on a Form 1094-C that is not the Authoritative Transmittal.

Correcting 1095-Cs

Select this option if you are generating a 1094-C to be submitted with corrected 1095-C forms

Note: Do not use this option if you are correcting information on the Authoritative Transmittal.

File a Form 1094-C Transmittal (Do not mark the Corrected check box on the Form 1094-C) with corrected Forms 1095-C. If you select the Correcting 1095-Cs check box, Part I, fields 1-16 and 18 will be populated on the 1094-C. All other fields will be left blank.

Number of Correcting 1095-C Forms Being Submitted

Enter the number of correcting 1095-C forms being submitted. This value populates line 18 of the printed 1094-C.

Print Test Pattern

Select this check box to print a test pattern of the report.

Truncate Payee Identification numbers (Employer)

Select this check box if the Employer Identification Number (EIN) should be truncated on the printed 1094-C.

Final regulations regarding an IRS truncated taxpayer identification number

The IRS issued final regulations (Internal Revenue Bulletin 2014-31) on July 15, 2014 that allow you to truncate payee identification numbers on statements. The goal of these regulations is to reduce the risk of identity theft that may stem from including a taxpayer’s entire identifying number on a payee statement.

The regulations allow you to replace the first five digits of the nine digit number with asterisks (*) or X’s for the following:

  • Payee’s social security number (SSN)
  • Individual taxpayer identification number (ITIN)
  • Employer identification number (EIN)
  • Adoption taxpayer identification number (ATIN) on most payee statements

A payee is any person who is required to receive a copy of the information set forth on an information return by the filer of the return. For some forms, the term payee will refer to beneficiary, borrower, debtor, insured, participant, payer, policyholder, recipient, shareholder, student, or transferor.

You can truncate a payee's identification number on the statements (including substitute and composite substitute statements) you give to them in paper or electronic format (usually designated Copy B). This includes the Form 1098 series (except Form 1098-C), Form 1099 series, Form 5498 series and Form 1095-C.

If you truncate an identification number on Copy B, the other copies you give the payee should also include the truncated number.

Subtask

Subtask Description
Taxable Entity Non-Contiguous Ranges Select this link to enter taxable entity ranges that will be included in the processing.