[SchoolFinance] 1095C

[Sue Lambert]

We are familiar with the wording but I was unclear if by "Plan Year" they
meant when our agreement with Anthem rolls over. For us this is July 1st
each year as it is for most school districts. We have 07 but were
second-guessing if that made it look like coverage didn't start that year
until July. Or if it should normally be 01 because we had a plan year in
place at the beginning of the year even if that plan year began the July
before.

It's an odd thing to ask for anyway as I'm not sure what it is used for by
the IRS. Why would they need to know when our plan year with Anthem rolls
over/renews?

I guess we'll stay with 07 unless other Anthem people answer that they are
using 01.



~Sue
Sue Lambert
MSAD #49
Accounting Coordinator
8 School St
Fairfield,  ME 04937
207-453-4200 x3109
207-453-0110 FAX
For in-district direct dial: 3109





On Tue, Feb 27, 2024 at 11:11 AM Denise Johnson <
denisej at fiddleheadschool.org> wrote:

>  Plan Start Month – This is used to indicate the month in which the
> employer plan year begins for the plan offered to the employee.
>  Example, our plans start each year in January, so I would use 01.  If my
> plan starts in July, I would use 07.
>
>
> Denise L Johnson
>
> *Denise L Johnson, Business Manager*
> *Fiddlehead School of Arts & Sciences*
> 25 Shaker Road
> Gray, Maine 04039
> Tel: (207) 688-3727
> Fax: (207) 657-2250
>
> *Work schedule: *
> *Monday - Thursday - **I will be in the office.*
> *Friday - **I will be working remotely.*
>
>
> On Tue, Feb 27, 2024 at 10:58 AM Sue Lambert <slambert at msad49.org> wrote:
>
>> I'm assisting someone with their 1095C's and the question came up
>> regarding the field that says "Plan Start Month". We had originally put 07
>> because our Anthem plan renews July and I have seen examples (not from IRS
>> but a benefit management company) of a school whose rates changed in July
>> and they had 07 for July. But other examples online of 1095c's often show
>> 01 in that field for January.
>> Curious what all of you are reporting in that field or if anyone has
>> called IRS or gotten further clarification of what that is used for? We
>> tried calling an IRS # but they said you have to look on the website but
>> the definition of that field was not well defined.
>>
>>
>>
>>
>>
>> ~Sue
>> Sue Lambert
>> MSAD #49
>> Accounting Coordinator
>> 8 School St
>> Fairfield,  ME 04937
>> 207-453-4200 x3109
>> 207-453-0110 FAX
>> For in-district direct dial: 3109
>>
>>
>>
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