The first step in preparing your Forms 1095-B is identifying all responsible and covered individuals to be reported.
The responsible individual is the recipient named at the top of the Form 1095-B. Generally, this is the person who would be liable for the individual shared responsibility payment for the covered individuals. This includes a parent if only minor children are covered individuals, a primary coverage subscriber, an employee or former employee, or a uniformed services sponsor for TRICARE.
Covered individuals are the spouse, children, or other dependents of the responsible individual who receive coverage under the reported health plan during any month of the year.
Once you have identified these individuals, you can obtain and verify their TIN information.
Need More Information?
For more information on Form 1095-B filing, please view the IRS Instructions or check out our other blog posts linked below:
- Verify Individual TIN Information
- Determine Origin of Health Coverage
- Obtain Issuer TIN & Contact Information
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