[SchoolFinance] 1095C

[Dawn Fickett]

We use 01.

On Tue, Feb 27, 2024 at 1:05 PM Sue Lambert <slambert at msad49.org> wrote:

> 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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-- 




*Dawn L. FickettAssistant SuperintendentRSU/SAD #37*
*1020 Sacarap Road*


*Harrington ME 04643Telephone: 207-483-2734Fax: 207-483-6051*

 *“Education is one thing no one can take away from you.” —Elin Nordegren*
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