You want to electronically file IRS Forms 1095-B with their 1094-B transmittal summary and/or you want to electronically file IRS Forms 1095-C with the 1094-C transmittal summary. That’s great.
The first step is getting a transmitter control code or TCC number. Step by step instructions to attaining the TCC number for the IRS AIR System are at this link
ACA Application for Transmitter Control Code (TCC Number)
The TCC number that you attain from the IRS AIR System is different from the TCC number you would attain to electronically file 1098, 1099, 3921, 3922, 5498 forms. Its a different and a different way of efiling.
Once you have the TCC number, you need to upload one (1) successful test file. Here is the catch. It can’t be with your data. The IRS set up 6 test scenarios with fake data. You have to successfully efile one of those test scenarios to the IRS before efiling your data.
The test scenarios are written out examples. We converted those examples to excel. You can import the test excel file into the software, click on “File Information Returns Electronically”, type in your transmitter TCC and contact information, generate the XML files and upload them to the IRS. We can guide you through this as well. One successful and you will feel better about the electronic filing experience. Call technical support at 608-444-6575 anytime and they can guide you through this test filing.
