B-series packet structure
How a 1094-B Relates to a 1095-B Batch
Understand the relationship between a 1094-B transmittal, its accompanying 1095-B returns, responsible individuals, covered people and continuation sheets.
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Business filing guides for Form 1094-B
Prepare, reconcile, file, and furnish your organization's information returns. Each guide covers a specific reporting task with worked examples, visual workflows, downloadable checklists, and official instructions.
Understanding the 1094-B transmittal
Form 1094-B: An Annotated Transmittal Example
Read Form 1094-B's filer, contact, address and return-count fields using a fictional packet, with a practical preapproval review legend.
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1094-B filer identity review
1094-B Issuer Information Checklist
Verify the 1094-B filer's name, EIN, contact and correspondence address against approved source evidence before using a prior-year transmittal template.
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1094-B return-count review
Reconcile 1094-B Return Counts with Your 1095-B Batch
Tie Form 1094-B line 9 to the exact accompanying 1095-B inventory, separating statement counts, covered people, pages and duplicate output records.
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1094-B management review
The 1094-B Review Packet for a Coverage Reporting Manager
Build a manager-ready 1094-B review packet with filer evidence, return inventory, count reconciliation, exceptions and an identifiable approval version.
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