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  • 1.  1095 error

    Posted 03-21-2019 09:23
    Client just got a notice from Aatrix that 115 of their 1095 are being rejected because the Name does not match the IRS's name for the SSN.  No such issues from W2s, at least not yet.  Has anyone else had this happen - I just can't believe they are all incorrect.

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    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, and Cagney
    Beth Bowers
    269-445-1625
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  • 2.  RE: 1095 error

    Posted 03-21-2019 09:33
    I don't know if this applies to 1099/1095 but I spotted last week that the government was beginning to perform more matching on SSN. https://www.cpapracticeadvisor.com/payroll/article/12441373/employers-ssn-nomatch-letters-are-back

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 3.  RE: 1095 error

    Posted 03-21-2019 09:37
    Edited by Michelle Taylor 03-21-2019 09:37
    Not this year (yet), yet in recent years had a customer that had many forms that rejected for the same, and turns out that every one of them had to be changed per theit SS cards (she required they provide it or a copy!).  No issues with the same folks' W-2 forms, though.

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    Michelle Taylor
    ERP Team Manager, CS3 Technology
    918-388-9772
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  • 4.  RE: 1095 error

    Posted 03-21-2019 09:46
    I'm starting to fear this may be legit, based on the article @Wayne Schulz linked to - UGH, UGH, UGH.​

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    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, and Cagney
    Beth Bowers
    269-445-1625
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  • 5.  RE: 1095 error

    Posted 03-21-2019 09:40
    Thanks, @Wayne Schulz - that will be helpful to pass along to the client.​

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    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, and Cagney
    Beth Bowers
    269-445-1625
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  • 6.  RE: 1095 error

    Posted 03-21-2019 10:33

    I print the W2's and ACA forms for many of our clients, and over the last three years, we've had MANY of the ACA forms rejected because the name doesn't match exactly.  NONE of the W-2's have ever been rejected - only the ACA Forms.

    We have agricultural clients and construction clients who have workers with very challenging names.  The key is to have the name match EXACTLY what is on their Social Security Card, and even then we have problems with rejection.  We have started asking clients to register with Business Services Online, the government's website to confirm a worker's name with his Social Security Number.  But - if it doesn't match - there's nowhere to go other than calling the IRS and waiting in a queue for help to try and get things straightened out.

    The last word I had was that we had to attempt 3 times to get the name right by refiling through Aatrix.  And to keep the documentation that we did try 3 times in case the government contacted the client...

     

    Sue Bennett | President

    P. 503 620 3484 | F. 503 620 2765

    12559 SW 69th Ave | Tigard, OR  97223

    Sue@benpor.com www.benpor.com

    Bennett/Porter Blog facebook twitter

     

     



    ------Original Message------

    Client just got a notice from Aatrix that 115 of their 1095 are being rejected because the Name does not match the IRS's name for the SSN.  No such issues from W2s, at least not yet.  Has anyone else had this happen - I just can't believe they are all incorrect.

    ------------------------------
    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, and Cagney
    Beth Bowers
    269-445-1625
    ------------------------------


  • 7.  RE: 1095 error

    Posted 03-21-2019 10:50
    Well, interesting, @Sue Bennett.  This is my first client with lots of foreign names, AND an incompetent payroll clerk to boot.  She's probably near hysteria right about now.

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    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, and Cagney
    Beth Bowers
    269-445-1625
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  • 8.  RE: 1095 error

    Posted 03-21-2019 11:10
    @Wayne Schulz - This could get very ugly and complicated.​

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    Jeff Schwenk
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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