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Product: ONESOURCE Tax Information Reporting

Reporting Calendar

Month	Activity	ONESOURCE Tax Information Reporting Feature or Function
January	Import year-end tax data into ONESOURCE Tax Information Reporting Review reconciliation and management reports Send recipient statements by January 31 Send recipient copies of Forms 1095-A, 1095-B or 1095-C to individuals or recipients by January 31 Print and file Puerto Rico 480.7A and Puerto Rico 499R-2 by January 31 File state annual 1099 filings for District of Columbia, Kentucky, Maine, Pennsylvania and Wisconsin as required by January 31 File Massachusetts 1099-HC forms by January 31 File prior year fourth quarter state reporting as required File state independent contractor reports as required State health insurance marketplaces: File ACA monthly coverage information	Supports user-definable ASCII import files Provides import report by form and box number for reconciliation Writes failed records to a separate file or error log for review and edit Printing, inserting and mailing may be outsourced to Thomson Reuters Allows multiple or partial batch prints for a single year Supports Xerox or HP printers (and printers that support Adobe(R) PDF format)
February	Receive recipient inquiries and enter corrections Send corrected recipient statements State health insurance marketplaces: File paper Forms 1095-A with IRS and Health and Human Services Department by February 28 Employers and health insurance companies: File paper Forms 1095-B or 1095-C with IRS by February 28 Print and file all other Puerto Rico forms by February 28 Print and file Canada T4A, T5 and T5008 forms by February 28 File all other state annual filings as required File state independent contractor reports as required State health insurance marketplaces: File ACA monthly coverage information	Tracks and prints corrections pre- and post-IRS filing Allows immediate or batch printing of corrections Prints required statements for a name or TIN correction Creates IRS original, correction test and replacement files Creates IRS files by payer and by form Prints transmittal Forms 4804 On-screen review of statement and transaction detail
March	File 1042-S statements by March 15 Send recipient 1042-S statements by March 15 Print and file Canada NR-4 statements File forms 1099 and W-2 electronically by March 28 if no extension Electronically file Forms 1095-A, 1095-B or 1095-C by March 31 File state independent contractor reports as required State health insurance marketplaces: File ACA monthly coverage information	Prints 1042-S Printing, inserting and mailing may be outsourced to Thomson Reuters Allows multiple or partial batch prints for a single year Supports Xerox or HP printers (and printers that support Adobe PDF format)
April	Receive and load B Notice tape for prior year File current year first quarter state reporting as required File state independent contractor reports as required File 1099 forms on extension by April 30 State health insurance marketplaces: File ACA monthly coverage information	Allows import of B Notice tape (CP-2100) Allows ten-key entry of notices received on paper Automatically tracks 2-in-3 tax year rule for 2nd B Notice letter Automatically tracks corrections and creates correction files User may run multiple correction files and recipient statement prints for a single payer
May	File Forms 5498, 5498-ESA and 5498-SA Send Forms 5498, 5498-ESA and 5498-SA to recipients File state independent contractor reports as required File corrected 1099 forms (that were on extension) by May 31 to minimize penalty assessments State health insurance marketplaces: File ACA monthly coverage information	Prints transmittal Forms 4804 Creates IRS files by payer and form
June	File state independent contractor reports as required State health insurance marketplaces: File ACA monthly coverage information
July	File current year second quarter state reporting as required File state independent contractor reports as required File corrected 1099 forms (that were on extension) before August 1 to avoid maximum penalty State health insurance marketplaces: File ACA monthly coverage information
August	Receive and load TIN penalty notices (972-CG) File state independent contractor reports as required State health insurance marketplaces: File ACA monthly coverage information	Allows import of penalty notice tape (972-CG) Ten-key entry of notices received on paper Automatically reconciles tax year B Notice information Automatically counts penalty notice response groupings by payer Automatically tracks corrections and creates correction files Generates support for penalty abatement letter
September	File state independent contractor reports as required State health insurance marketplaces: File ACA monthly coverage information
October	Receive and load B Notice tape for prior year File current year third quarter state reporting as required File state independent contractor reports as required State health insurance marketplaces: File ACA monthly coverage information	Allows import of B Notice tape (CP-2100) Allows ten-key entry of notices received on paper Automatically calculates return deadlines for all B Notices, both imported and manually entered Automatically tracks 2-in-3 tax year rule for second B Notice letter
November	Mail B Notice letters and W-9s to recipients State health insurance marketplaces: File ACA monthly coverage information	Prints B Notice letters and W-9s in batches sorted by payer Printing, inserting and mailing may be outsourced to Thomson Reuters Users may submit test filing to obtain IRS approval for electronic filing
December	Receive and load W-9s from recipients Begin backup withholding as appropriate File state independent contractor reports as required State health insurance marketplaces: File ACA monthly coverage information	Reports W-9s that have not been returned User may classify recipient records for responding to penalty notices Use the B Notice update feature to identify bad name/TIN combinations and update them to W-9 certified name/TIN information before next year's filing

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Reporting Calendar